Insurance agents who focus solely on taking orders risk failing their clients, while those who provide proactive coverage guidance, risk management insights, and policy education build stronger relationships and better long-term outcomes.
Watch the full Academy of Insurance class that's discussed in the aftershow: https://www.ijacademy.com/agency-best-practices-revisited-why-the-order-taker-standard-does-not-work-to-your-detriment