An agency channel in insurance is a distribution channel where agents provide personalized advice and advocacy to policyholders. The role of an insurance advisor in an agency channel includes:
Selling insurance plans: Advising customers on the best insurance plans for their needs, and not just the ones that offer the highest commission
Helping with claims: Guiding customers through the process of filing claims and ensuring they have all the required documents
Staying up to date: Keeping current on insurance-related news and products
Being truthful: Being honest with customers and not misleading them for personal gain
Adhering to company policies: Ensuring compliance with company policies