Recent Jobs For Quote Texas Insurance

September 6, 2024 | Houston, TX

A business in Houston received an audit invoice just shy of $70,000. Jannette worked with the carrier to set up an installment plan, allowing the client to make six equal payments to prevent their policy from being canceled. The client was extremely grateful for the assistance in managing the invoice and ...

September 6, 2024 | Dallas, TX

A mechanical business in Dallas needed a certificate of insurance (COI) quickly for a job they were already working on. Tabitha quickly created the certificate and sent it to the city as required. The client was very thankful for the quick response and timely delivery of the certificate.

September 5, 2024 | Houston, TX

A plumbing services business in Houston requested a certificate with several changes. Connie worked with the client and the carrier to make the necessary updates after the policy renewal. The client was happy to have the changes completed and the certificate finalized.

September 5, 2024 | Houston, TX

A plumbing services business in Houston needed to know the cost of adding two drivers to their policy. Dani quickly provided the quote within the hour. The client was very happy with the fast response and proceeded with the policy change.

September 5, 2024 | Austin, TX

A property management business in Austin was unhappy with the credit card fee applied to payments. Tabitha offered to set the client up with ACH payments, with a one-time fee of $20, so they wouldn’t have to pay the processing fee each time. The client was very thankful for the ...

September 4, 2024 | Winona, TX

A construction services business in Winona was struggling to make a renewal payment through the QTI payment portal. Baylie attempted to walk the client through the process but ultimately offered to assist by processing the payment over the phone. The client was very happy with the help and was grateful ...

September 4, 2024 | Rockwall, TX

A business in Rockwall was concerned about the adequacy of their equipment coverage in case of a claim. Baylie suggested increasing the coverage to provide a higher limit, and the customer agreed. Baylie worked with the MGA to adjust the coverage, sent the updated application to the client, and called ...

September 4, 2024 | Cleburne, TX

An HVAC business in Cleburne was frustrated with the carrier regarding a refund, feeling ignored despite previous attempts to send it. Baylie contacted the carrier to gather details on the refund, including the original mailing address and why it had been returned. After discovering that the address was incorrect and ...

September 4, 2024 | McKinney, TX

A moving and relocation business in McKinney called needing certificates from their policy for 2015-2018. Connie was able to pull all of the policies, manually create the certificates, and mark them as expired. The client was very pleased and grateful for receiving the certificates so quickly.

September 4, 2024 | Fort Worth, TX

A mechanical business in Fort Worth was contacted by a certificate holder requesting additional coverage to meet their requirements. Tabitha worked with the insured and the carriers to review the coverage. Although it could not be added mid-policy, Tabitha informed the client that it could be addressed at renewal. The ...

September 4, 2024 | Houston, TX

A plumbing services business in Houston had an incident and needed to file a claim, but was not getting any traction. Connie worked with the client and the claims department to get answers and move the claim forward. The client was grateful for the assistance and relieved to see progress ...

September 4, 2024 | Fort Worth, TX

A painting business in Fort Worth was upset that a multi-policy discount had been removed from their policy. Tabitha worked with the carrier to find a solution by adding an additional insured, ensuring both policies had the same named insured, which allowed the multi-policy discount to be applied. The client ...

September 3, 2024 | El Paso, TX

A construction services business in El Paso wanted to cancel their policy due to the high renewal price. Dani called the client to verify their reason for cancellation and informed them that the policy could be reshot to potentially lower the cost. The client agreed to allow Dani to shop ...

July 5, 2024 | Port Lavaca, TX

A plumbing services business in Port Lavaca needed to make changes to their policy, but the carrier had it locked. Dani contacted the carrier to determine what was needed to unlock the policy, sent the required information to the client for signatures, and successfully unlocked the policy to make the ...

July 3, 2024 | Dallas, TX

A pool business in Dallas called to inquire about their policies and needed to add a new driver and lower the premium quickly. Connie quickly prepared the quote while on the phone with the client, reviewing the coverage options together. The client was very pleased with how quick and easy ...