As a consultant, part of your job is looking out for the best interests of your clients. And part of that best interest should include looking at things outside of the scope of insurance.
As crazy as that may initially sound (after all, you are an insurance agency), it’s important to recognize that you have access to an incredible amount of information about a client business and its operations. In some cases, it’s more information than any other consultant or adviser with whom a business might work. The level of detail and knowledge you potentially have access to runs deep: from the financials, to the properties, products, services, partnerships, business risks, and to the employees, turnover and retention, communication, wellness, compliance (this list can go on for as long as your business is actively involved in helping clients manage their resources).
