Recent Jobs For Quote Texas Insurance

March 12, 2024 | Garland, TX

The customer's payment was late due to a check that likely got lost in the mail. After discovering the issue, I suggested canceling the check and facilitated a phone payment directly with the carrier. The customer was happy to quickly resolve the issue and prevent policy cancellation. Dani, with Quote ...

March 11, 2024 | Corpus Christi, TX

The client was approached about a renewal, and I noticed opportunities to potentially enhance their coverage and pricing. After offering to requote his policies, the client was interested in seeing if we could improve his rates. He was eager to receive the quotes. Dani, with Quote Texas Insurance

March 11, 2024 | Euless, TX

The customer was concerned that their payment check might not have arrived on time. After confirming receipt of the check, I offered to assist in setting up auto pay or continuing with manual payments. The customer appreciated the verification and opted to continue sending checks. Dani, with Quote Texas Insurance

March 8, 2024 | Euless, TX

The customer was at risk of missing their first payment as they were not set up on ACH. I explained the benefits of ACH to avoid late fees, and we set it up together. The client was happy to have a reliable payment solution in place. Dani, with Quote Texas ...

March 8, 2024 | Missouri City, TX

The customer needed to increase the limits on his auto policy. I expedited the process, sending forms and completing the update within 20 minutes. The customer was happy with the quick and effective service. Dani, with Quote Texas Insurance

February 9, 2024 | McKinney, TX

The insured needed to add a truck to her policy and was interested in available discounts. I efficiently added the truck and applied relevant discounts, ensuring she understood the financial benefits. She was satisfied with the cost-effective solution provided. Connie, with Quote Texas Insurance

February 9, 2024 | Arlington, TX

The insured's son got his driver's license and needed to be added to the policy with cost-saving options. I added him with a good student discount, saving them significant money. He was glad for the savings and appreciated the quick help. Connie, with Quote Texas Insurance

February 9, 2024 | Pearland, TX

The customer was unsure how to make their first payment and concerned about potential late fees. I suggested and set up auto-pay to ensure timely payments. The customer was happy with the ease and security this solution provided. Dani, with Quote Texas Insurance

February 9, 2024 | McAllen, TX

The customer needed to remove a vehicle and add a new one to their policy. I quickly provided a quote for the new vehicle, collected the necessary signatures, and finalized the changes. The customer was very satisfied with the efficient service. Dani, with Quote Texas Insurance

January 26, 2024 | Wichita Falls, TX

The customer needed urgent assistance with processing a renewal payment and updating renewal certificates to maintain compliance. I processed the payment directly with the carrier and expedited the certificate issuance, ensuring compliance. The customer was very thankful for the swift resolution that prevented any non-compliance issues. Baylie, with Quote Texas ...

January 26, 2024 | Sugar Land, TX

The customer was concerned about a significant premium increase due to a rate revision. After discussing rate revisions and reshopping the policy, we found the best option remained with the current carrier. I educated the customer on maintaining accurate records to avoid surprises. He appreciated the clarity and renewed on ...

January 26, 2024 | Bedford, TX

The customer needed to add and then quickly change drivers on their insurance policy. I efficiently managed the additions and removals, ensuring their needs were promptly met. The customer felt relieved by the quick adjustments. Connie, with Quote Texas Insurance

January 26, 2024 | DeSoto, TX

The customer required information on insurance coverage for a job outside the state. I quickly gathered the necessary information from underwriting to ensure the customer could accept the job confidently. They were very pleased with the prompt and helpful service. Dani, with Quote Texas Insurance

January 26, 2024 | San Antonio, TX

The customer needed an updated certificate urgently to get paid on their invoices. I processed and sent the certificate promptly, which they appreciated greatly, expressing gratitude for the quick turnaround. Connie, with Quote Texas Insurance

January 26, 2024 | Garland, TX

The customer needed a comprehensive certificate and to transfer their Workers Comp policy to our agency. I facilitated the addition of necessary endorsements and transitioned their Workers Comp policy, enhancing convenience. They were truly grateful for the personalized and efficient service. Connie, with Quote Texas Insurance