FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Rates are determined by each client individually. Based on many factors such as: age, health, & lifestyle
- What is your typical process for working with a new customer?
Speak with new client(s) over the phone initially. Get as much information as possible, such as do they have insurance already? looking for an initial policy? About how much are they looking for? Where do they live? Married or unmarried? Get enough information to start putting together some insurance quotes for when we meet that the client can start thinking about.
- What education and/or training do you have that relates to your work?
Have my Life, Health and AD & D Insurance License through the state of Michigan. Have been working as an independent agent through Equis Financial since September 2018.