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Job completed for Plumbing and General Contracting Services
Completion date: July 21, 2025
Location: San Antonio, TX
Why did the customer contact us?
The customer needed to update their autopay information to ensure payments would continue without interruption. They were also interested in exploring options to save on premiums by bundling policies.
Solutions provided:
I sent the customer a link to update their payment method easily online. Additionally, I provided a quote for commercial auto insurance to help them qualify for a multi-policy discount with the same carrier. The customer was grateful for the convenience of updating their payment method through the link. They were excited about the potential premium savings by combining their commercial auto and general liability policies.
Team members on this project:
Tabitha Dragoo
