Sales
Agents generate leads and convert them into policyholders through marketing techniques like cold calling, networking, and referrals.
Client relationships
Agents build and maintain strong relationships with clients by following up, addressing concerns, and building trust.
Policy understanding
Agents guide clients through policy options and help them make informed decisions.
Claims assistance
Agents help clients understand the claim process, submit claims to the insurance company, and help settle claims in a timely manner.
Compliance and documentation
Agents maintain accurate records of client interactions and ensure that policies follow the law.

Continuous learning
Agents attend training programs to improve their skills and expertise.
Ethical conduct
Agents act in the best interest of their clients and maintain high ethical standards.