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As you health and medicare insurance broker, the most important thing for me to do first is to cultivate a relationship and earn trust from my client. I want to make them feel comfortable when they are working with me. When it comes to insurance it is complex. I take my client through the process and explain all the pros and the cons of the plans available. I then allow them to make the decision as to what might fit their need the best. I like to say I give clients peace of mind because at the end of our meeting, I always hear a sigh of relief and get a thank you. This ensures that I have built a good solid relationship with them!
