You’re a true professional, providing the best service possible in your field of expertise. No one in the insurance industry understands this like an independent insurance agent.
Tips for talking with your agent
- Provide documentation of all of the various employee and contractor relationships you have.
- Bring in a list of your equipment, including any equipment you may or may not rent or lease.
- Describe a typical client scenario.
- Have a copy of your most current payroll audit available. In addition to providing accurate payroll information, this can hep your agent determine the best class code(s) for your policy, which may help you avoid large swing in your audit bills or credits.