Recent Jobs For Quote Texas Insurance

December 13, 2024 | Austin, TX

A plumbing services business in Austin needed to complete forms for Progressive to avoid policy cancellation. Dani called the customer and walked them through the easiest way to get the forms signed. The customer was satisfied and promptly took care of the necessary forms.

December 12, 2024 | San Antonio, TX

A roofing business in San Antonio was not renewed by their previous carrier, leaving them in need of the same coverage with a different provider. Baylie spent two weeks working with underwriting, adjusting coverages, and negotiating with the carrier to secure comparable coverage at the same premium. The client was ...

December 6, 2024 | Houston, TX

A plumbing services business in Houston needed to make changes to their policy for an upcoming renewal to help lower the price. Dani reviewed all the vehicles and drivers on the policy with the client, helping them identify which ones to keep and which to remove. The client was happy ...

December 6, 2024 | Houston, TX

A daycare business in Houston had their renewal denied at binding due to an oversight by the carrier, which resulted in a last-minute premium increase and no time to shop for alternatives. Baylie suggested an extension on the current policy and offered to shop around for a better option, which ...

September 6, 2024 | Houston, TX

A business in Houston started a job that required a complex certificate with endorsements and new policies. Connie worked with the insured, certificate holder, carriers, and a senior agent to secure the necessary coverages and waive certain coverages to avoid high costs. The client was relieved to save both money ...

September 6, 2024 | Houston, TX

An environmental business in Houston was unhappy with the premium increase at renewal and was considering cancellation. Dani informed the client that they could reshop the policy to try and lower the premium. The client appreciated the option and agreed to wait to hear from one of the senior agents.

September 6, 2024 | Houston, TX

A property management business in Houston had concerns about an exclusion on their renewal. Baylie reviewed the exclusion, obtained clarification from the MGA/carrier regarding exceptions and allowances, and explained the details to the client. The client was relieved and happy to have a better understanding of the exclusion and ...

September 6, 2024 | San Antonio, TX

A remodeling business in San Antonio was concerned about their renewal premium. Baylie reviewed the renewal offer with the client, explained the reason for the premium increase, and assured them that other quotes were being explored. She worked to gather loss runs from the previous agency and sought lower quotes, ...

September 6, 2024 | Dallas, TX

A property management business in Dallas had an inspection that revealed several issues needing fixes. The client's limits needed to be raised, and they were confused about what steps to take. Dani contacted the carrier to determine exactly what was needed to address the issues and make the process as ...

September 6, 2024 | Austin, TX

A plumbing services business in Austin had a claim and needed a prompt response from the insurance company to arrange a rental vehicle. Tabitha offered to contact the claims department and request that the client be called as soon as possible. The client was very grateful for the assistance and ...

September 6, 2024 | Fort Worth, TX

A remodeling business in Fort Worth was unhappy with their renewal premium. Dani informed the client that the policy could be reshot, assigned the task to a senior agent, and they were able to lower the premium. The client was happy with the reduced premium and has since been rewritten ...

September 6, 2024 | Dallas, TX

A resurfacing business in Dallas had multiple rejected certificates of insurance. Jannette carefully reviewed each certificate to determine the reasons for rejection. She obtained price estimates to bring the certificates into compliance and processed multiple endorsements on their policies to resolve the issues. The client was very happy and grateful, ...

September 6, 2024 | Houston, TX

An HVAC business in Houston had several non-compliant certificates and was not permitted back onto job sites to continue their work. Jannette worked with the carriers to obtain price estimates for the necessary changes to make the certificates compliant. The client was relieved and grateful for Jannette's expertise, which made ...

September 6, 2024 | Austin, TX

A mechanical business in Austin received a large audit invoice that they could not pay all at once. Jannette worked with the carrier to set up an installment plan, allowing the client to make payments while keeping their coverage active. The client was grateful but surprised that a payment plan ...

September 6, 2024 | Houston, TX

A daycare business in Houston had missed the last three scheduled building inspections, and their policy was at risk of being canceled by the carrier. Jannette worked with the carrier to schedule a fourth inspection (at the customer's expense) to prevent the policy from being canceled. The client was not ...