So get together and ask a lot of probing questions about such things as experience, how agents are paid and, most of all, what they may already know about your business. Remember, you're hiring their services. You want someone who want to know everything possible about you and your needs. A good listener, a person who wants to find out what you want not someone who walks in and tries to tell you how to run your business. Make sure this person is someone with whom you feel comfortable, someone with whom you can talk.
Exchange views on how each other thinks and feels about a whole range of things.
Educate your agent. Don't expect him or her to be a mind reader. Your agent may be knowledgeable about insurance and financial products, but he or she may not know anything about your particular business. He or she should also be asking a lot of questions about you and the business. Don't hold back.