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Job completed for Directional Drilling Company
Completion date: November 7, 2023
Location: Arlington, TX
Why did the customer contact us?
They needed help lowering their audit total and arranging an installment plan.
Solutions provided:
They needed help lowering their audit total and arranging an installment plan. I got in touch with the audits department, worked on revising the audit, and then coordinated with billing to set up a suitable installment plan.
The client was really happy with how I handled everything. They appreciated my skills in managing the audit process and setting up a plan that allowed them to keep their workers' comp policy.
Helping them in this way was a great reminder of the value of our work.
Best,
Jannette, Insurance Agent at Quote Texas Insurance
Team members on this project:
Jannette Ornelas
