Vineyards landscape at sunset in California, USA. Credit:haveseen/ While virtual inspections are a helpful supplementary approach, no substitute exists for the value of in-person site visits and inspections. They can provide essential insights into an insured’s risk profile while helping to build the relationship among the agent, insured and insurer. (Credit: Haveseen/

The ability to build and maintain strong relationships is a defining trait of the insurance industry. We are an industry rooted in providing meaningful, critical support to insureds with the goal of helping them protect their homes, businesses and livelihoods. Establishing a good rapport with clients is the key to understanding their needs and addressing them effectively.

One of the best ways to build that relationship remains a tried-and-true site visit in cooperation with your insurer or program administrator. These visits can be invaluable, both in cultivating the agent-insured relationship as well as getting the coverage and terms just right with a consistent understanding among all parties.

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