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Job completed for HVAC Services
Completion date: July 18, 2025
Location: Plano, TX
Why did the customer contact us?
The client needed to update their business name and type, which required rewriting their policy. This change was necessary to accurately reflect their current business operations.
Solutions provided:
I facilitated the policy rewrite with the carrier and assisted the customer throughout the process to ensure the new policy was active without delay. I confirmed that all necessary updates were processed successfully. The client was very pleased with the prompt service and appreciated how quickly the rewrite was completed. They expressed satisfaction with the seamless handling of their request.
Team members on this project:
Tabitha Dragoo
