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Job completed for Service Company
Completion date: September 16, 2025
Location: Garland, TX
Why did the customer contact us?
A Service Company contacted the agency after providing new Gross Sales figures and requested a Mid-Term quote reflecting those changes.
Solutions provided:
A Service Company contacted the agency after providing new Gross Sales figures and requested a Mid-Term quote reflecting those changes. The agency reviewed the updated Gross Sales information, adjusted the policy data, and requested a Mid-Term Quote from the carrier to reflect the new exposure. The client appreciated the review and the timely quote, which allowed them to see the impact before the end-of-year audit.
Team members on this project:
Baylie Sullins
