Job completed for Construction Company
Completion date: November 18, 2023
Location: Texarkana, TX
Why did the customer contact us?
A long-standing client faced a daunting situation, a large audit invoice of over $7,000, which, even after revision, remained accurate. The sheer size of the amount due at once was overwhelming for them, and they considered leaving us as they couldn’t afford to pay it all upfront.
Solutions provided:
Recognizing the urgency, I arranged an installment plan with the auditing carrier for the audit invoice, separate from their regular payments, making it more manageable for the customer. This solution kept their policy active, prevented the invoice from going to collections, and was key in retaining them as a client for over 10 years. The customer appreciated our efforts to accommodate their needs, underscoring our dedication to exceptional client service.
Best,
Jannette, Insurance Agent at Quote Texas Insurance
Team members on this project:
Jannette Ornelas
