WORKING WITH YOUR INSURANCE AGENT CHECKLIST
Invite the agent to your place of business on a regular basis. Be sure to keep the agent up to date on any changes that would affect your
insurance program such as new employees or equipment, change of location, etc.
Periodically, about every 6-months or so, review your entire insurance
program to be sure you are adequately protected but not over-insured.
When purchasing a new item requiring insurance coverage, call your agent
and get a binder. Follow up within a few days to make sure the binder has been attached to your policy.