We believe your customers have the right to expect their insurance agent, as a representative of their insurance company, to adhere to the highest standards of professional conduct.
At the same time, we believe our agent partners have the right to expect the same standards of service from Bankers.
Agent Partner
Be thoroughly familiar with the Company and its products
Determine the customer's insurance needs and assist in meeting those needs
Communicate clearly, honestly and fairly about products and services, particularly when discussing replacement
Disclose all benefits and limitations of the policies being recommended to them
Avoid making disparaging remarks about competitors
Maintain current knowledge of, and compliance with, applicable insurance laws, regulations, and market conduct principles
Strive for excellence in every aspect of the business relationship
Bankers
Offer marketable, innovative products that meet distinct insurance needs
Provide courteous, efficient agent support from a knowledgeable, friendly staff
Maintain an effective communication program to keep agents abreast of important news and information
Continuously refine our systems and procedures to make doing business with us as easy and convenient as possible
Be constantly attuned to feedback and input from agents, and respond to their needs and concerns in a timely way
Remain focused on the concept of shared success and profitability
Remember always that our agent partners are at the heart of our business
