5 Essential Steps to Finding a Great Insurance and Takaful Agent

The best thing about finding a great insurance and takaful agent is knowing that your needs will be taken care of. They immediately understand your preferences. Then, match it with a plan you deserve from the get-go. In reality, finding your dream agent requires several essential steps. Thankfully, we are here to help.

Step 1: Look out for important traits

It’s safe to say that a great insurance and takaful agent prioritise your needs over their interests. Hitting the sales target is the last thing on their mind. They will listen to your requirement and empathise to your needs. They’re helpful in simplifying and explaining the insurance plans in front of you. For them, building a trustworthy relationship with their customer begins with open communication and transparency.

Step 2: Check if they’re a registered agent

When you’re committing your hard earned money to an insurance plan, it’s better to be safe than sorry. Despite insurance fraud being a serious offence, it can happen to anyone. Once you’ve found a potential insurance and takaful agent, check if they’re registered under the Life Insurance Association of Malaysia (LIAM). In Malaysia, every insurance and takaful agent undergo a series of examinations and training before receiving their certification. Keep yourself protected by checking your agent’s MyKad or LIAM number on their website.

Step 3: Use a reliable source to find an agent

Aside from making necessary checks, it’s imperative to find insurance and takaful agents through a reliable source. For a convenient way to connect with the agents near you, begin your search at GoInsurans. Apart from listing trustworthy agents, GoInsurans shares the latest updates and insider’s tips on insurance and takaful in Malaysia. The website also has a cool feature named the Coverage Needs Analysis calculator, which estimates the amount of coverage you need for yourself and your family. Since this is purely an estimation, remember to seek out professional financial advice from a licensed insurance and takaful agent.

Step 4: Choose an agent you’re comfortable with

To find the best insurance and takaful agent for you, it’s wise to keep your options open. Commit your time to meet several agents, so you can choose the right insurance plan for you and your family. Customise your search according to language preference, location, company and skills. Then, access the online chat feature at GoInsurans and ask anything about their insurance plans. Whether you’re having lunch or riding Grab, GoInsurans lets you chat with these agents anytime and anywhere. Feel free to converse with a number of agents at the same time. The online chat will also keep your personal information private at all times.

Step 5: Compare and evaluate the best plan

With the information you have gathered, make an appointment with your insurance and takaful agents. Take your time to explore and understand a variety of insurance plans. Practice open communication with the insurance and takaful agents about what you’re looking for. Then, compare and evaluate their plans to determine which one suits you best. Do more than glancing over. Read thoroughly, ask questions and evaluate the summary of benefits. When these steps are put into practice, you will make an educated decision when finalising your preferred insurance plan.

When it comes to securing the best insurance plan, remember that your needs, budgets and preferences come first. Insurance is an investment to your future. Therefore, it’s crucial to deliberate on the available options and choose a plan that complements your needs. With a great insurance and takaful agent by your side, discovering the right plan will be a convenient process ahead.

Please follow and like us:

Leave a Reply

Your email address will not be published. Required fields are marked *