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Job completed for Personal Auto Client
Completion date: August 13, 2025
Location: Rowlett, TX
Why did the customer contact us?
A Personal Auto Client contacted the agency because their policy was in danger of cancelling due to a renewal payment not being received by the carrier.
Solutions provided:
A Personal Auto Client contacted the agency because their policy was in danger of cancelling due to a renewal payment not being received by the carrier. The agency investigated with the mortgage company, confirmed that the payment had been sent on time, and discovered the insurance company had posted it to the wrong account. The funds were rerouted, the policy was secured, and the client remained unaware of any issue, avoiding unnecessary stress.
Team members on this project:
Baylie Sullins
