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Job completed for Mechanical Contracting and HVAC Services
Completion date: February 26, 2025
Location: San Marcos, TX
Why did the customer contact us?
The customer needed a certificate of insurance and had questions about his billing details with Progressive. He reached out for both documentation and clarification on upcoming payments.
Solutions provided:
I confirmed that his policy was active and promptly sent out the certificate of insurance. I also looked up his account with Progressive and provided details on his next payment amount and due date. The customer thanked me for the helpful information and for quickly sending the COI. He appreciated having everything clarified in one call.
Team members on this project:
Baylie Sullins
