GeorgiaAgent
Expert
- 35
I have worked with a captive agency for several years and will soon be venturing into the market as an independent agent. In addition to personal lines, I have a few contactors who would like for me to put together proposals for their commerical insurance and I have the following questions.
1. If I use a company such as Burns & Wilcox or Tapco, what are my options for billing the client? (direct company bill, premium finance, in office??) Any recommendations?
2. If a client is later audited, what will my role (if any) in the audit process?
If anyone has any additional advice or anything else I should be aware of please let me know, I am eager to learn. Thanks in advance for the responses!!
1. If I use a company such as Burns & Wilcox or Tapco, what are my options for billing the client? (direct company bill, premium finance, in office??) Any recommendations?
2. If a client is later audited, what will my role (if any) in the audit process?
If anyone has any additional advice or anything else I should be aware of please let me know, I am eager to learn. Thanks in advance for the responses!!