5 Qualities to Look for in an Insurance Agent

When you have a crisis in your finances, it can entirely ruin you, or leave you crippled temporarily. The outcome will depend on if you’re prepared for things like a fire, hurricane, or an automobile accident.

You may not think about the role that agents play, but they are very important when it comes to financial planning. So you want to choose an insurance agent that will help you with the needs that you have. But there are a lot of insurance agents that you can choose from. How do you find the one that will help you best? Below are five qualities that you should look for when choosing your insurance agent.

1. Open-Minded

A good insurance agent shouldn’t push the insurance products they have as soon as you start talking. They should take time to listen to you and find out what you need. Things like your financial needs, future expectations, and situation are all unique for you and the agent should not have trouble coming up with a solution that will fit your needs. He should also be patient, attentive and empathetic.

2. Experienced

An insurance agent who has experience will be able to understand different types of situations and not let their personal prejudices interfere. He or she will be able to provide you with the right information and facts. That way you can come up with the best solution for your needs.

3. Trustworthy

An agent who is trustworthy will give you a lot of different options and point out each option’s downside. They will give you a whole picture and candidly express their views on each of the products.

4. Responsive

An insurance agent is going to have a lot of clients if they are good. But they should also respond to you in a timely fashion. They should reply to your text messages, emails or calls as quickly as possible.

5. Knowledgeable

When you are choosing an agent, they should have a lot of knowledge from legal to tax policies. This is particularly true if you’re investing in some commercial insurance, since it helps with protecting your business as well as limiting your risk exposure policies.

These are five qualities that you should look for when searching for an insurance agent. These are the things that will help you find the one that is going to give you the information you need so that you can make an informed decision.


WhitCo Insurance agents provide this free service just for you. Meet with our agents in person or connect online to review your coverage to keep up with your changing insurance needs. If you would like us to explain your insurance policies in plain English, give us a call at 866-298-7608.

We hope you will benefit from our web site and can take advantage of our insurance experience in Punta Gorda and North Port, Florida.