I am an independent agent because I enjoy the freedom and ability to find the best carrier, coverage, and price that suits my client's individual needs. I am able to tailor policy packages to fit my client's individual needs, as opposed to forcing a square peg into a round hole.
I am a native Texan and a Fight'N Texas Aggie, Class of 2020 WHOOP! I have been an insurance agent for 4 years. I was a sales manager for an Allstate agency in College Station for the last 3 years, prior to opening an independent agency in Montgomery, Tx in April 2022. My wife and I are expecting a daughter (our first) in August.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
-Do you know who your agent is and have you spoken with them recently? (it is important to have a good relationship with your agent - small changes in your life or lifestyle can affect whether or not you have the right coverage in place)
-Has your agent reviewed your policies with you recently? (If not, they are likely not insured properly since inflation has driven home build prices through the roof)
-Has your agent (if they have one) explained how your policy ACTUALLY works and what it will/will not pay for? (If not, there is a good chance they don't have the coverage they THINK they do. Life changes and so do your insurance needs. Also, it is not uncommon for agents to cut corners when selling a policy in order to gain the sale.)
Describe How You Would Like To Be Introduced Via Email
Let the client know that I am a local independent agent, and I am able to shop the insurance market for them to ensure they are properly insured for a fair price.