Unlike brokers, you work as an agent — captive and independent — and you do not have a fiduciary duty to your client. You haven’t established a brand or website

for yourself and you need help with your back office.

Your allegiance is more to the insurance company you contracted with and you can explain the policies of the insurance company you represent or present different options if they are working with a few different insurance companies, but it is ultimately up to your client to ensure that the insurance plans meet the needs of their business

or personal situation. 

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That makes you a perfect fit for the family membership package.