Who is responsible for confirming whether you are still the Agent of Record on an account?

The correct response is that the agent holds the responsibility for confirming whether they are still the Agent of Record on an account. This is essential because the agent is the primary representative for the customer and maintains the relationship with both the client and the insurance company.

As the designated agent, it is their duty to manage and oversee their client accounts and ensure that they keep accurate and up-to-date records. This proactive engagement is crucial, especially when changes in agency structures or client preferences occur. It allows the agent to maintain continuity of service and communication, ensuring the clients’ needs are met promptly and efficiently.

While other roles, such as the Agency Manager or the insurer's team, may have oversight or administrative responsibilities, they do not carry the primary obligation to check or confirm the agent's status directly with regard to a particular account. Similarly, while customers may inquire about their representation, the ultimate responsibility falls on the agent to verify and establish their position as the Agent of Record.