What is the core business of an insurance broker?

1. Discover the insurance needs of potential customers and strive to become an insurance broker recognized by customers;

2. Investigate and study the risks faced by customers and provide risk assessment reports;

3. Make a risk management plan according to the risks faced by customers, with the insurance plan as the core;

4. Assist or represent customers in insurance procurement, and select appropriate insurance companies and insurance schemes;

5. Assist customers to handle insurance and payment procedures;

6. Review technical documents such as insurance agreements, insurance contracts and insurance policies;

7. Conduct insurance training for the insurance-related personnel of customers, and inform them of the contents of the insurance plan, the obligations of the insured, the way of reporting insurance cases, the contact information of insurance companies and brokerage companies and other important insurance matters;

8. After the insurance accident, assist the customer to report the case, collect the report materials, investigate the scene, and negotiate with the insurance company on behalf of the customer;

9. Daily contact and regular submission of insurance services.

Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.