Among the gravest errors a nonprofit can make in managing its insurance program is devoting a great deal of time to the selection process without committing to managing the new relationship. While some relationships fail because the service provider promises more than he or she can deliver, others fail because of neglect on the nonprofit’s part. The most important first step in managing the relationship with an insurance advisor is to establish a set of agreed upon expectations.
Watch this webinar if:
- You are committed to getting the most out of your relationship with an insurance agent or broker; You have been less than fully satisfied with the services or support provided by your insurance professionals and you are committed to improvement;
- You want to find out what you must do and what you mustn’t do to enable your agent or broker to effectively serve your nonprofit.
Webinar Handout – Your Insurance Agent or Broker: Managing the Relationship and Getting the Help You Need