When working with first-time clients, I am extremely careful to clarify several key aspects of my process and purpose, 1st I emphasize that my primary goal is to understand their unique needs and circumstances. This means asking detailed questions to tailor insurance solutions that best fit their situation. Then I clarify the range of services I provide, including policy options, coverage details, and claims assistance. It’s important for clients to know that I am here to guide them through the entire insurance process. I then take the time to explain the different types of insurance products available, including their benefits, limitations, and any exclusions. This helps clients make informed decisions.

Most important of all I make it clear that my approach is consultative rather than sales-driven. I want clients to feel comfortable taking their time to understand their options without feeling pressured to make immediate decisions.