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An insurance agent is an invaluable resource when you need advice on how to best manage risk. A good one understands the types of coverage available and will help you design a policy that meets both your needs and budget. Below are some factors to consider when selecting an agent to partner with.

What to Think About When Choosing an Insurance Agent

1. Your Current & Future Needs

You may only require auto coverage at the moment, but if you intend to purchase a home or a boat or start a new family in the near future, make sure the agent also carries watercraft, life, and homeowners insurance. Once it's time to purchase the new coverage, you'll find it more convenient to work with an agent you already know and trust.

2. Experience & Credentials

insurance agent in Mebane, NCAn agent who's been in the business for several years won't be making rookie mistakes. Remember to ask about their credentials. The top credentials for life insurance agents are the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, administered by the American College. The Chartered Property Casualty Underwriter (CPCU) certification means an agent has completed advanced training in property and liability coverage. These certifications require strict adherence to ethical conduct standards.

3. Communication Skills

An insurance agent should be trusting and friendly. They should be able to communicate your options effectively to help you make informed decisions on what you're buying. You also want someone who will listen carefully and understand your coverage needs, financial situation, and other relevant circumstances before recommending a course of action.


To discuss your coverage options with a trustworthy insurance agent, contact Farm Bureau of Mebane - Caudill Agency in North Carolina. With more than 20 years of experience, they will help you find the coverage that best suits your needs. They specialize in auto, business, health, life, and homeowners insurance. Visit their website to learn more about their agency. Call (919) 563-3276 to request a quote.

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