Looking to refer clientele to a flexible communicative auto agent

[GSantos]

Thanks for taking the time to read this post. I'm a life and annuity agent based in Los Angeles, CA. I've been working in the industry since 2013 and started an independent practice in 2019. I am always looking for creative ways on how to save my clients money. I have found that finding auto insurance can be a great way to save my clients on premiums to put towards their savings.

I am offering my services as well to review life insurance or retirement contracts and saving your clients money as well.

I'm mainly looking to build a long term relationship with someone on the auto and p & c side.

Respond to the thread and I would love to chat more if anyone see's value or has any comments on this topic!

 

[marindependent]

GSantos - welcome to the forum.

Professionally speaking I think you might find more success with a partner who is focused on proper insurance coverages and placement as oppossed to saving on premiums. Sometimes this results in lower premiums, but often it does not.

I have found over the years that people that just want to save money, can and should call Geico, while intelligent folks that have retirement conracts and life insurance products don't understand the value of auto insurance and often need a solid agent to explain and review it with them.

Just my two cents, best of luck.

 

[GSantos]

GSantos - welcome to the forum.

Professionally speaking I think you might find more success with a partner who is focused on proper insurance coverages and placement as oppossed to saving on premiums. Sometimes this results in lower premiums, but often it does not.

I have found over the years that people that just want to save money, can and should call Geico, while intelligent folks that have retirement conracts and life insurance products don't understand the value of auto insurance and often need a solid agent to explain and review it with them.

Just my two cents, best of luck.

Absolutely true. Thanks!