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Job completed for Roofing and Remodeling Services
Completion date: June 9, 2025
Location: San Antonio, TX
Why did the customer contact us?
The client initially reached out via email to request help with a Certificate of Insurance (COI). I informed them that they could generate COIs through the client portal, and they agreed to use it for their request.
Solutions provided:
They later called back needing assistance with specific wording for the COI. To ensure accuracy, I processed and issued the certificate on their behalf with the required language included. The client was very appreciative of the support and thanked me for handling it thoroughly. They were satisfied with the outcome and the quick assistance provided.
Team members on this project:
Victor Miranda
