Job completed for Resurfacing Contractor
Completion date: November 6, 2023
Location: Austin, TX
Why did the customer contact us?
Working at Quote Texas Insurance, I faced a challenging situation with a customer from a resurfacing company. She had received an audit report with an unusually high invoice, which didn't add up since we had already arranged separate policies for all her sub-contractors.
Solutions provided:
I took it upon myself to dig into the details of this audit. I went through the data carefully and directly contacted the auditors and underwriters to have the entire audit re-examined. My goal was to clarify any discrepancies and ensure our client wasn't unfairly charged.
After a thorough review and several discussions, I managed to get the audit amount significantly reduced – from a staggering $21,608.00 down to just $297.00. The customer's reaction was one of absolute shock and joy. She was extremely grateful for the effort and the outcome. Because of this, she decided to continue using our services at Quote Texas Insurance for all her sub-contractors' insurance needs.
It was a demanding task, but moments like these are why I love my job. Helping clients navigate through complex issues and seeing their relief and happiness is incredibly rewarding.
Best,
Jannette, Insurance Agent at Quote Texas Insurance
Team members on this project:
Jannette Ornelas
