Job completed for Billing Issue Resolved
Completion date: November 15, 2023
Why did the customer contact us?
At Quote Texas Insurance, I had the opportunity to assist a client who was experiencing confusion regarding their policy billing. They were under the impression that they were entitled to a refund, but the details were a bit unclear.
Solutions provided:
I approached the situation with a focus on clarity and support. I explained to the client that if indeed we owed them a refund, I was more than willing to help secure it. However, to move forward, I needed them to provide me with their bank statement showing any instances of double payment. This was essential for me to present a valid case to our accounting department.
After our conversation, the client's perspective shifted. They recognized that I was genuinely on their side, committed to finding solutions and addressing their concerns. This understanding helped dissolve any tension and allowed us to work together more effectively.
Best,
Jannette, Insurance Agent at Quote Texas Insurance
Team members on this project:
Jannette Ornelas,
Photos & Videos:
