Job completed for Organic Foods Company
Completion date: September 17, 2023
Location: La Vernia, TX
Why did the customer contact us?
The customer was having trouble with getting documentation on their commercial auto policy.
Solutions provided:
The customer was having trouble with getting documentation on their commercial auto policy. They have been a customer with us for a while, but we didn't carry their commercial auto policy. When a large contract came up that required them to show proof of their commercial auto policy, they struggled with the agent that carried that policy for them. The agent was slow to respond and wasn't able to provided the endorsements needed. The insured contacted me very frustrated with the problems she was experiencing as it was holding up a job. I offered to take a look at her policy and we were able to find her a more beneficial policy with our agency. We got it put into force and the requirements for that contract sent over same day, allowing them to get to work.
Team members on this project:
Connie Mosley
