Job completed for Water Filtration Company
Completion date: November 16, 2023
Location: Corpus Christi, TX
Why did the customer contact us?
This client needed a complex certificate created, which included adding a blanket additional insured and a waiver of subrogation. This was no ordinary task, but I was ready to tackle it.
Solutions provided:
I immediately got to work. My first step was to provide them with a quote for adding these important documents. Once the client reviewed and agreed to the quote, I quickly processed a change request. Getting everything signed and in order was crucial to ensure that we met the client's needs accurately and promptly.
After getting the necessary approvals, I successfully added the requested documents and created the certificate. The client's response was a relief – they were pleased with the certificate, and it was accepted by the certificate holder without any issues.
This experience was a testament to the importance of attention to detail and understanding the unique needs of each client. Helping them navigate through this process and seeing their satisfaction with the end result was incredibly rewarding.
Best regards,
Connie, Insurance Agent at Quote Texas Insurance
Team members on this project:
Connie Mosley
