AgentOnline Home

Category

Working With Agents

7 articles

The Guest List in Your File: A Privacy Audit for Anyone Hiring an Agent

The Guest List in Your File: A Privacy Audit for Anyone Hiring an Agent

Handing documents to an agent is unavoidable. Knowing who else can open that folder is not optional. A practical, ten-minute privacy audit for insurance, real estate, and travel clients in 2026 — what to ask, what a real answer sounds like, and what to do when the answer is a shrug.

Follow the Money: What Your Agent's Paycheck Tells You About the Advice You Get

Follow the Money: What Your Agent's Paycheck Tells You About the Advice You Get

Agents in insurance, real estate, and travel are paid in strikingly different ways — and the source of that payment shapes the recommendations you receive. Here is how compensation actually works in each field, the exact wording to use when asking, and the warning signs of an agent who would rather you never raised the subject.

A Warm Introduction Is Not a Background Check: How to Vet an Agent Referral

A Warm Introduction Is Not a Background Check: How to Vet an Agent Referral

A friend's recommendation can open the right door, but it does not answer the questions that determine whether an agent fits your needs. This guide explains how to evaluate a referral politely, what to ask the person who made it, and how to use the first conversation to confirm specialty, capacity, and compatibility.