Broker-Agent Business Insurance Insurance Broker 
Word & Brown
SEPTEMBER 13, 2024
In your role as a broker and consultant for your individual and business insurance clients, you want to be sure you’re able to provide the personal service they want, while also doing what’s necessary to nurture a long-term relationship. In California, the Office of the Patient Advocate is one resource.
Protect Commercial Insurance
MAY 13, 2021
This includes recommending a specific insurance policy to a customer. This covers a range of activities – for example, introducing a customer to an insurer or insurance broker, helping someone fill in an application form and sending a customer’s application to an insurer. Dealing in investments as agent.
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