Yesterday I had an appointment with a client that has been with me for years. Halfway through our annual renewal meeting, the CEO told me a horror story about how after twenty years with his personal lines broker, he decided to shop around. He received a mailer from what seemed to be a legit operation. He even went to the insurance broker's office. Everything seemed to check out just fine.
My client did all the right things. He even consulted with his current agent on the quote the other agent had provided.
