Job completed for Private Client
Completion date: September 27, 2023
Location: Alvarado, TX
Why did the customer contact us?
This client tried to make her normal payment through her carrier's online phone system and found out that her payment from last month had apparently not gone through. She wasn't sure how it had happened, since she had a confirmation number from the system. But she just had eye surgery and wasn't able to see like she normally would. She called me for some help to find out where her payment went. I did some work on the back end for her, was able to get her late fee removed, helped her get all of the payments made, and her policy back to normal.
I let her know next time she needs to make a payment, she can just give me a call and I'll get it taken care of for her so she doesn't have to worry about it happening again.
Solutions provided:
This client tried to make her normal payment through her carrier's online phone system and found out that her payment from last month had apparently not gone through. She wasn't sure how it had happened, since she had a confirmation number from the system. But she just had eye surgery and wasn't able to see like she normally would. She called me for some help to find out where her payment went. I did some work on the back end for her, was able to get her late fee removed, helped her get all of the payments made, and her policy back to normal.
I let her know next time she needs to make a payment, she can just give me a call and I'll get it taken care of for her so she doesn't have to worry about it happening again.
Team members on this project:
Baylie Sullins
