August 12, 2025
An insurance broker’s role goes beyond selling policies—it’s about understanding client needs, navigating complex situations, and delivering tailored solutions with integrity and professionalism. By adopting best practices like clear communication, continuous learning, and proactive risk management, brokers build trust, foster long-term relationships, and ensure that clients are protected when it matters most.
I spent some time reflecting on my role as an insurance broker and thinking about how I could improve my approach to serving clients and growing my relationship management skills. This article outlines ten key practices that I believe every broker should adopt to ensure they deliver exceptional service and build lasting relationships with clients. These points are drawn from my personal experiences and insights into the industry.