(1) Proveer al consumidor una orientación clara y completa sobre la cubierta, beneficios, límites y exclusiones de la póliza de seguros gestionada por su conducto; así como de los deberes y obligaciones de éste como asegurado bajo la misma.
(2) Gestionar el producto de seguros que se ajuste a la necesidad de cubierta que procura el consumidor.
(3) Identificar y medir la posible exposición de pérdida.
(4) Cumplir con los deberes impuestos de conformidad con otras disposiciones de este Código y con los principios de conducta que el Comisionado establezca mediante regla o reglamento.
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