February 3, 2016
While your insurance agent may stand at your side if disaster strikes, most often you look to your agent as the person who helps you assess and understand your insurance needs. Identifying your ministry’s needs usually requires an agent visit to your church or ministry, a visit with ministry leaders, and a tour of your facilities. With some advance planning, you can help make the most of this meeting.
You and other ministry leaders can help your agent by gathering information about your ministry, your goals, and how your ministry operates. To give your agent a quick start, collect as much of the following information as possible prior to the meeting:
By preparing for an insurance meeting, you can help your agent lay out an accurate insurance proposal—one that provides insurance protection customized for the specific needs of your church or ministry organization.