Recent Jobs For Quote Texas Insurance

September 25, 2023 | Humble, TX

This client requested a number of certificates to be sent out on a daily basis. I always stay on top of the requests, since slow responses could impede business. Do to this, I developed a system that allows me to generate certificates within minutes of receiving the request. The fast ...

September 22, 2023 | Katy, TX

This insured reached out to me requesting help getting their coverage's to meet requirements for a new vendor. We reviewed the policies and were able to get them into compliance and the certificate approved the same day. This allowed them to begin work for the contract without any issues.

September 22, 2023 | Fort Worth, TX

They were looking for advice on how to proceed with a potential claim. They were not at fault, but someone was trying to file a claim on their insurance. While I’m not a lawyer or an insurance adjuster, but I was able to help them make an educated decision ...

September 21, 2023 | Burleson, TX

I reached out to check in about their upcoming General Liability Renewal, my contact let me know that she was looking to have her business' inventory and equipment covered but didn't know how to go about doing that. I advised her that the best way to have General Liability and ...

September 21, 2023 | LUBBOCK, TX

They were having issues with another carrier always losing their certificate of insurance. Thankfully, we can issue certificates very quickly, so it has never been a problem to get him a fresh copy of his certificate over to this particular client whenever he’s ready to get paid. I’m ...

September 20, 2023 | Brenham, TX

We knew right away that she would need an official letter stating she does not qualify for an EMR to satisfy their request. We were able to get this letter out to her so that she could present it to the client and obtain the contract she sought after.

September 20, 2023 | Alvardo, TX

This client wanted to say thank you for all of our hard work, and decided to drop by the office with a box of delicious cookies. She and I frequently work together payments, renewals and certificates. It’s so wonderful that she thinks enough of us to stop by with ...

September 18, 2023 | Brenham, TX

She had very specific additional insured endorsements and policy contract requirements that she needed help with. We were able to help with the specific additional insured endorsements and policy contract requirements that she needed help with. I was able to use my past experience and expertise to analyze the contract ...

September 17, 2023 | La Vernia, TX

The customer was having trouble with getting documentation on their commercial auto policy. They have been a customer with us for a while, but we didn't carry their commercial auto policy. When a large contract came up that required them to show proof of their commercial auto policy, they struggled ...

September 13, 2023 | Brenham, TX

I recently assisted a startup client who initially sought quotes elsewhere but faced poor service. Upon their return, I quickly matched a better offer and improved their worker's compensation terms—all within a week. This efficient resolution underscored our commitment to excellent customer service and client advocacy, making their insurance ...

July 1, 2023 | Dallas, TX

This growing tech company has been adding many new clients to its portfolio each month. Concerns arose about potential legal challenges due to the increasing responsibility for managing all client websites. Additionally, there was a need for basic general liability insurance. A customized insurance plan was developed with a major ...

San Antonio, TX

A moving and relocation business in San Antonio needed to add coverage for the person leasing their trucks and add a truck to their cargo policy. Connie worked with the carrier to secure the appropriate coverage, protecting both the client's company and the truck owner's. The truck was successfully added ...

Dallas, TX

She was looking over an application we had sent her for a commercial property policy she needed to get in force. Insurance contracts can have a lot of information with insurance lingo that is hard to understand at times, especially if you are not used to seeing and hearing it. ...

Houston, TX

She has a General Liability Policy with us that is coming up for renewal. Her vendors request proof of her renewed insurance a month in advance! And with the wait time to receive printed policy copies and new policy numbers, getting all that proof of insurance out so far in ...