Recent Jobs For Quote Texas Insurance

January 26, 2024 | Corpus Christi, TX

The customer's workers comp policy was at risk due to a past due audit and impending cancellation. I directly engaged with the certificate holder to clarify requirements and expedited the endorsement process. The customer was surprised and thankful for the proactive and timely resolution. Jannette, with Quote Texas Insurance

January 25, 2024 | Spring, TX

The client needed to send two certificates but lacked the recipients' email addresses. After entering the data and distributing the certificates, I introduced the client to our client center. They were thrilled with the newfound ease of managing certificates. Dani, with Quote Texas Insurance

January 25, 2024 | Galveston, TX

The customer was struggling with the payment portal and inquired about additional insurance savings. I assisted with the payment and offered a quote for a commercial auto policy, enhancing their satisfaction and engagement with our services. Dani, with Quote Texas Insurance

January 25, 2024 | Atascocita, TX

The customer had difficulty accessing a needed certificate. I guided them through using the client center to manage their documents, which simplified their process and increased their satisfaction. Dani, with Quote Texas Insurance

January 25, 2024 | Laredo, TX

The customer had a compliance issue with their certificate, affecting their payment. I reviewed and updated the certificate to meet requirements, ensuring they were paid. They were grateful for the prompt and effective resolution. Baylie, with Quote Texas Insurance

January 24, 2024 | Friendswood, TX

The new customer was frustrated by delays in obtaining Certificates of Insurance necessary for their 24/7/365 operations. I introduced and trained them on using our client center for immediate certificate access. They were impressed with the tool and how it streamlined their operations. Jannette, with Quote Texas Insurance

January 24, 2024 | Baytown, TX

The customer needed a quick vehicle swap on their auto and cargo policy. I expedited the process, which not only met their urgent need but also saved them money. They expressed great satisfaction with our responsive and efficient service. Dani, with Quote Texas Insurance

January 24, 2024 | Amarillo, TX

The customer required an immediate addition of a vehicle to their policy. We quickly added the vehicle and during our conversation, discovered and addressed an additional need for a Business Owners Policy quote. The customer was very pleased with the swift and comprehensive service. Dani, with Quote Texas Insurance

January 24, 2024 | Cedar Hill, TX

The customer was incurring excessive costs due to repeated late payment fees. I set up automatic payments for them, eliminating future late fees and saving them money. They were thankful for the simple solution that provided immediate financial relief. Dani, with Quote Texas Insurance

January 23, 2024 | El Paso, TX

The insured needed to quickly add and then remove a driver from their commercial auto and cargo policy. I efficiently managed the additions and removals with the carrier, ensuring all documents were processed swiftly. The insured was very grateful for the prompt and accurate service. Connie, with Quote Texas Insurance

January 23, 2024 | Brownsville, TX

The customer was frustrated with billing issues and audits from their current general liability carrier. I clarified the audit process and facilitated a reshop for their insurance renewal. The customer was very grateful for the understanding and proactive approach to their concerns. Baylie, with Quote Texas Insurance

January 23, 2024 | Grand Prairie, TX

The customer faced an audit that generated additional premium they couldn't afford, risking policy cancellation. I arranged an installment plan with the carrier, allowing them to manage payments while keeping their policy active. The customer was very grateful for the unexpected solution that kept their insurance in place. Jannette, with ...

January 23, 2024 | The Woodlands, TX

The customer was faced with a substantial additional premium from an audit, threatening their policy and financial stability. I secured a flexible payment plan and provided guidance on managing costs with subcontractors. The customer appreciated the educational advice and the financial relief from potential collections. Jannette, with Quote Texas Insurance

January 23, 2024 | San Marcos, TX

The customer struggled with an installment payment, increasing their financial stress during the holiday season. I negotiated with the billing department to defer a payment, easing their financial burden. The customer was thankful for the compassion shown during a challenging time. Jannette, with Quote Texas Insurance

January 16, 2024 | North Richland Hills, TX

The client needed help managing certificates and was interested in consolidating services. I suggested quoting workers comp with us for convenience and potential savings. The client was enthusiastic about the streamlined solution. Dani, with Quote Texas Insurance