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Agent Responsiblities

A professional agent should always strive to improve and hone his or her skills, to raise their personal value to their customers as well as the industry as a whole.

(a)    A professional agent will act with the highest integrity and honesty.

(b)   Act in the best interest of all parties, ensuring the customers best interest is first and foremost.

(c)    Exercise reasonable care and skill in facilitating any and all transactions and or actions in the course of the relationship.

(d)   Ensure consumer is able to make a well informed decision, by providing ALL the facts and information available to ensure consumer has all relevant information.

(e)    Comply with fiduciary responsibility.

(f)     Avoid conflicts of interest.

(g)    Disclose fees, commissions and other gain where required by state and federal law. Not all industries and states require this.

(h)   Maintain all records and ensure safe keeping of those records as required by industry and law.

(i)     Ensure all actions comply with local, state and federal codes when applicable.

(j)     Ensure all containing education requirement are met.

(k)   Strive for higher education in the industry to provide better service and value to consumers.

(l)     Provide any and all information mandated by a state, federal or other industry governing body.

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