Communication Is key to Any Relationship

We live in the greatest age of communication. Today there are more ways to connect with each other than any other time in history.  For example, we have access to personal cell phones, email, web pages, videos, social media, traditional mail and more. So why don’t you and your independent insurance agent communicate more often? And, when you do communicate with your agent, what kind, and how much, communication is valuable to the agent/client relationship?

Let us start by asking and answering the following question, “What kind of communication and service are you getting from your agent”? If all your agent does is send you a policy and an invoice, then your agent is way overpaid. There is so much more that an agent should be doing to educate and serve you.

  1. We ask questions about your risks.
  2. We educate you on these risks and their impact.
  3. Together we select a program that fits your needs.
  4. We continue to educate you through regular communication.
  5. Our web page offers ongoing education.
  6. If there is an important event that may affect you, we offer solutions.
  7. We send you automatic emails about every policy transaction.
  8. We provide a letter with each insured renewal package explaining coverage changes and options.
  9. Our experienced staff is able to clearly discuss issues and solutions.

We are a Texas based M&A Acquisition and Advisory practice focused on the Independent P&C Insurance Market. Whether you are looking to retire, seeking perpetuation planning or simply exploring options, let’s talk.

Our parent company, Davidson Stewart Morelock, has been an independent P&C agency since 2008, with our principals offering over 50 years combined experience in the insurance industry. We have successfully worked with a number of agencies creating mutually beneficial solutions for owners, partners and buyers.