Job completed for HVAC Services and Contracting
Completion date: April 29, 2025
Location: The Woodlands, TX
Why did the customer contact us?
The customer needed help reviewing certificate of insurance requirements to ensure their coverage would satisfy a new contract. They wanted to make sure everything was compliant so they could move forward with the job.
Solutions provided:
I reviewed the contract requirements and identified the missing coverages. I connected them with a senior agent to begin the quoting process, helped gather the needed information, and also suggested working with the certificate holder to potentially negotiate terms. They were able to resolve the contract requirements using their existing coverages and is now set to be paid for the job. They were happy with the support and thankful for the guidance.
Team members on this project:
Baylie Sullins