Job completed for C&D Mechanical
Completion date: November 18, 2023
Why did the customer contact us?
A long-standing client, C&D Mechanical, faced a daunting situation at Quote Texas Insurance. They received a large audit invoice of over $7,000, which, even after revision, remained accurate. The sheer size of the amount due at once was overwhelming for them, and they considered leaving us as they couldn’t afford to pay it all upfront.
Solutions provided:
Understanding the gravity of the situation, I took immediate action. I negotiated with the auditing carrier to set up an installment plan specifically for the audit invoice. This plan was separate from their regular policy installments, making the payment process more manageable for the customer.
The installment plan was a game-changer. It not only kept the customer's policy active and prevented the audit invoice from going to collections but also played a crucial role in retaining them as our client. They had been with us for over 10 years, and losing them over a payment issue was something I was determined to avoid.
The customer was genuinely surprised and grateful for the lengths we went to accommodate their situation. This was a testament to our commitment to go above and beyond for our clients, no matter how challenging the circumstances.
Best,
Jannette, Insurance Agent at Quote Texas Insurance
Photos & Videos:
