CII Certificate in Insurance - I10 Broking Fundamentals Practice Test 2025

Question: 1 / 400

What is emphasized as important for brokers when building a good relationship with clients?

Communicating service fees upfront

Ensuring procedures are in place to reduce mistakes

The importance of ensuring procedures are in place to reduce mistakes lies at the heart of building trust and reliability in the broker-client relationship. By having established procedures, brokers can assure clients that they are committed to accuracy and efficiency. This not only minimizes errors but also demonstrates a proactive approach to risk management, which is a crucial aspect of the insurance industry. Clients are reassured when they see that their broker has thoughtful methods in place to handle their needs, as it reflects professionalism and dedication to high service standards.

In contrast, approaches such as communicating service fees upfront may contribute to transparency, but they do not have the same foundational impact on the relationship as operational reliability. Limiting direct contact can hinder relationship-building, as personal interactions are often vital for trust and rapport. Providing minimal information detracts from the open communication that clients expect, which can ultimately harm the relationship rather than enhance it. These alternatives, while they may have some merit, do not align as closely with the essential goal of fostering a strong and dependable relationship with clients.

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Limiting direct contact to enhance professionalism

Providing as little information as possible

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