Author's Posts

Know your customer

Posted by: Craig Beattie | January 18, 2013

At one point of time, customers bought insurance face-to-face, from a trusted, regulated advisor. The insurance company would have a file on the customer with some details – however, the primary relationship was between the agent/broker and the customer. Many carriers have been and still are comfortable with this arrangement, allowing the customer contact to be maintained by a specialist third party.