Baylie Sullins

San Antonio, TX

December 12, 2024

A roofing business in San Antonio was not renewed by their previous carrier, leaving them in need of the same coverage with a different provider. Baylie spent two weeks working with underwriting, adjusting coverages, and negotiating with the carrier to secure comparable coverage at the same premium. The client was happy that Baylie took the time to ensure everything was correct and that the change didn’t end up costing more money.

Houston, TX

December 6, 2024

A daycare business in Houston had their renewal denied at binding due to an oversight by the carrier, which resulted in a last-minute premium increase and no time to shop for alternatives. Baylie suggested an extension on the current policy and offered to shop around for a better option, which the customer agreed to. The policy was extended, and Baylie was able to find comparable coverage. The client was happy that they didn’t have to go without coverage while a solution was being worked on.

Houston, TX

September 6, 2024

A business in Houston started a job that required a complex certificate with endorsements and new policies. Connie worked with the insured, certificate holder, carriers, and a senior agent to secure the necessary coverages and waive certain coverages to avoid high costs. The client was relieved to save both money and time in the process.

Houston, TX

September 6, 2024

A property management business in Houston had concerns about an exclusion on their renewal. Baylie reviewed the exclusion, obtained clarification from the MGA/carrier regarding exceptions and allowances, and explained the details to the client. The client was relieved and happy to have a better understanding of the exclusion and its impact on their business needs.

San Antonio, TX

September 6, 2024

A remodeling business in San Antonio was concerned about their renewal premium. Baylie reviewed the renewal offer with the client, explained the reason for the premium increase, and assured them that other quotes were being explored. She worked to gather loss runs from the previous agency and sought lower quotes, but explained that due to several claims, the current price was likely the most reasonable option for the required coverage. The client appreciated Baylie's effort to gather multiple quotes and valued that their best interests were prioritized without cutting coverage to lower costs.

Winona, TX

September 4, 2024

A construction services business in Winona was struggling to make a renewal payment through the QTI payment portal. Baylie attempted to walk the client through the process but ultimately offered to assist by processing the payment over the phone. The client was very happy with the help and was grateful to have the payment processed on time.

Rockwall, TX

September 4, 2024

A business in Rockwall was concerned about the adequacy of their equipment coverage in case of a claim. Baylie suggested increasing the coverage to provide a higher limit, and the customer agreed. Baylie worked with the MGA to adjust the coverage, sent the updated application to the client, and called to review the changes. The client was pleased that the additional coverage was more affordable than expected and appreciated that the change was possible. The client has since renewed their policy.

Cleburne, TX

September 4, 2024

An HVAC business in Cleburne was frustrated with the carrier regarding a refund, feeling ignored despite previous attempts to send it. Baylie contacted the carrier to gather details on the refund, including the original mailing address and why it had been returned. After discovering that the address was incorrect and the updated one still wasn’t working, Baylie verified the correct address with the client and offered to have the check mailed to their office for easier pickup, since the client lived nearby. The client thanked Baylie for her time and assistance, apologized for the frustration during the initial call, and was appreciative of the resolution.

Houston, TX

September 4, 2024

A plumbing services business in Houston had an incident and needed to file a claim, but was not getting any traction. Connie worked with the client and the claims department to get answers and move the claim forward. The client was grateful for the assistance and relieved to see progress on the claim.

Kerrville, TX

June 20, 2024

A business in Kerrville needed a certificate to add rented or leased equipment to their general liability policy. Connie attempted to add the coverage to the general liability but was unable to do so. She then referred the client to a senior agent to quote an equipment policy. The client was initially frustrated with the cert holder but appreciated Connie's clear explanation of the process and how it was being addressed.

Houston, TX

May 29, 2024

A plumbing business in Houston was concerned about their renewal premium, which had increased significantly. Baylie explained that the carrier had raised rates for that class code due to a high volume of claims filed by similar businesses. She assured the client that the team was actively exploring options with other carriers to find better coverage and pricing, and that a senior agent would work on quoting alternatives. The client was thankful for the proactive approach and appreciated that the team was aware of the situation and ready to assist.

San Antonio, TX

May 23, 2024

A service business in San Antonio was concerned about their renewal premium, which was higher than their budget allowed. They needed quick and effective support. Baylie identified the reason for the increase and escalated the renewal to a senior agent for reshop. The customer requested a quote excluding a vehicle being removed from operations, which Baylie promptly provided. When the renewal premium was still not within their budget, Baylie worked with the customer to adjust deductibles and coverage limits, successfully bringing the premium to a reasonable amount. The customer was very happy with the efficient and knowledgeable assistance and decided to renew their policy. They expressed appreciation for the professional support.

League City, TX

March 25, 2024

The customer was concerned about outdated rating information affecting their renewal and leading to an increased audit cost. I updated their rating information and reprocessed their application to reflect the correct details. The customer was relieved and happy that their renewal would now accurately represent their situation. Baylie, with Quote Texas Insurance

Arlington, TX

March 20, 2024

The customer was past due on his payment due to an autopay issue. I identified the issue as an expired card and helped update the payment method to process the due payment. He was thankful for the assistance in resolving the autopay problem and preventing policy cancellation. Baylie, with Quote Texas Insurance

Grand Prairie, TX

March 20, 2024

The customer's policy had expired due to a timing issue with payment processing and an unexpected late fee. I clarified the payment timing issue, helped resolve the late fee, and discussed potential enhancements to his coverage, leading to his interest in quoting commercial auto. He was thankful for the clarity and additional service offered. Baylie, with Quote Texas Insurance

Mansfield, TX

March 12, 2024

The customer was concerned about an increase in their commercial auto renewal premium. I reviewed various options to reduce the premium and provided a reshopping quote, which matched his previous payments. He was ecstatic about maintaining his costs effectively. Baylie, with Quote Texas Insurance

Denton, TX

March 12, 2024

The customer received a non-renewal notice and was concerned about his policy's future. I reassured him that we were proactive in handling such notices and would reshop his policy as needed. He felt reassured and was pleased with our forward-thinking approach. Baylie, with Quote Texas Insurance

Wichita Falls, TX

January 26, 2024

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 Insurance

Sugar Land, TX

January 26, 2024

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 the same call. Baylie, with Quote Texas Insurance

Laredo, TX

January 25, 2024

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

Brownsville, TX

January 23, 2024

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

College Station, TX

January 5, 2024

The customer's policy was non-renewed by the insurance provider due to underwriting criteria. I collaborated with the insurance provider to meet their requirements and successfully reversed the non-renewal, securing a renewal offer for the customer. They were relieved and happy to avoid the hassle of redoing paperwork. Baylie, with Quote Texas Insurance

Allen, TX

January 5, 2024

The customer was concerned about an increase in their commercial auto policy premium. After exploring other quotes, I advised increasing deductibles to reduce the premium, which the customer accepted. They were pleased with the balance between lower costs and maintained coverage. Baylie, with Quote Texas Insurance

Bryan, TX

December 21, 2023

The customer was concerned about the high cost of his commercial auto renewal. I analyzed his policy, adjusted coverages, and re-shopped it with a senior agent, resulting in a better premium. He was thankful for the dedicated effort to reduce his costs. Baylie, with Quote Texas Insurance

Victoria, TX

December 21, 2023

The customer's policy was at risk of non-renewal due to a non-compliant audit. I successfully negotiated a re-evaluation of the audit and secured a timely renewal quote from the current carrier, avoiding any coverage lapse. The customer was grateful and gladly renewed. Baylie, with Quote Texas Insurance

New Braunfels, TX

November 29, 2023

The customer was confused about the charges on his commercial auto policy. I reviewed his policy in detail, aligning charges with recent endorsements and ensuring he understood the billing process. He thanked me for the clarity and was happy to resolve the balance. Baylie, with Quote Texas Insurance

League City, TX

November 28, 2023

The customer was confused about upcoming large payments for their workers' compensation policy. I clarified the payment requirements and found a more cost-effective renewal option, saving them $2,000. The customer was much happier and appreciated the detailed explanation and assistance in changing carriers. Baylie, with Quote Texas Insurance

Mesquite, TX

November 28, 2023

The customer faced a significant renewal premium increase, making the policy unaffordable. After reviewing the policy and adjusting coverage limits, I was able to reduce the premium to its previous amount. The customer was relieved and grateful for our efforts to make the insurance affordable again. Baylie, with Quote Texas Insurance

Alvarado, TX

September 27, 2023

This client tried to make her normal payment through her carrier's online phone system and found out that her payment from last month had apparently not gone through. She wasn't sure how it had happened, since she had a confirmation number from the system. But she just had eye surgery and wasn't able to see like she normally would. She called me for some help to find out where her payment went. I did some work on the back end for her, was able to get her late fee removed, helped her get all of the payments made, and her policy back to normal. I let her know next time she needs to make a payment, she can just give me a call and I'll get it taken care of for her so she doesn't have to worry about it happening again.

LUBBOCK, TX

September 21, 2023

They were having issues with another carrier always losing their certificate of insurance. Thankfully, we can issue certificates very quickly, so it has never been a problem to get him a fresh copy of his certificate over to this particular client whenever he’s ready to get paid. I’m just glad to help him get what he needs.

La Vernia, TX

September 17, 2023

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.

Brenham, TX

September 13, 2023

I recently assisted a startup client who initially sought quotes elsewhere but faced poor service. Upon their return, I quickly matched a better offer and improved their worker's compensation terms—all within a week. This efficient resolution underscored our commitment to excellent customer service and client advocacy, making their insurance experience pleasant and hassle-free.

Dallas, TX

July 1, 2023

This growing tech company has been adding many new clients to its portfolio each month. Concerns arose about potential legal challenges due to the increasing responsibility for managing all client websites. Additionally, there was a need for basic general liability insurance. A customized insurance plan was developed with a major insurance provider to meet these requirements.