Author
Licensed insurance agent, Harbor Mutual agency desk
Training
A pre-assessment, three short lessons, a badge that is not a licence, then a timed written review. How the agency desk proves it is quoting this quarter's products, from an agent who is partway through it.
Luis Ferreira · Licensed insurance agent, Harbor Mutual agency desk · · 3 min read
Insurance coverage
A credit union with an insurance agency desk has every incentive to bundle. We keep the two decisions apart on purpose, disclose the agency's role, and ask before passing a member along. Here is the reasoning.
Luis Ferreira · Licensed insurance agent, Harbor Mutual agency desk · · 3 min read
Insurance coverage
A coverage summary is a map, not the territory. Here is what the current Harbor Auto Cover summary says, what only the policy schedule can settle, and why a $500 deductible replaced a $250 one.
Luis Ferreira · Licensed insurance agent, Harbor Mutual agency desk · · 3 min read