Relationship Wrangles

For insurance agents and brokers, the customer relationship is the lifeblood of the business, the quality that keeps policyholders coming back year after policy year. But the dividing line between order taker and trusted advisor can be blurry, especially when viewed through a lawsuit.

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For insurance agents and brokers, the customer relationship is the lifeblood of the business, the quality that keeps policyholders coming back year after policy year. But the dividing line between “order taker” and “trusted advisor” can be blurry, especially when viewed through a lawsuit.

Louie Castoria

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