Job completed for Construction
Completion date: June 12, 2025
Location: McKinney, TX
Why did the customer contact us?
The client contacted us to understand a large invoice they had received from their insurance carrier, which was related to an audit process. They were unsure why the amount was so high and needed a detailed explanation.
Solutions provided:
I thoroughly explained how the audit works and the factors that can affect the final invoice amount. I also advised the client on how to reduce future premiums by ensuring their subcontractors carry their own insurance policies, and connected them with a Senior Agent to facilitate this process. The client was very appreciative of the information and was relieved to find ways to better manage their insurance costs moving forward. They felt confident knowing we were looking out for their budget and overall business interests.
Team members on this project:
Jannette Ornelas
