Job completed for Residential and Commerical Auto Insurance
Completion date: July 11, 2025
Location: Lubbock, TX
Why did the customer contact us?
The customer needed to make a renewal payment but had been too busy to log into the system and complete it himself. They wanted to make sure their policy didn’t lapse, as they were coming up on the deadline.
Solutions provided:
I assisted by taking the renewal payment over the phone to ensure their coverage continued without interruption. I also asked if they would like to enroll in auto pay moving forward to prevent similar issues, and with their approval, we contacted the carrier and completed the setup. The customer was happy that the payment was handled easily and was especially appreciative of the option to set up auto pay. Now, they won’t have to worry about missing deadlines or managing monthly payments manually.
Team members on this project:
Dani Darden
