Recent Jobs For Quote Texas Insurance

June 26, 2024 | Stephenville, TX

A property management business in Stephenville needed a certificate listing a loss payee, but the loss payee was not currently on the policy. Dani contacted the carrier to add the loss payee to the policy, then processed and sent out the certificate. The client was happy with the quick resolution ...

June 20, 2024 | Kerrville, TX

A business in Kerrville needed a certificate to add rented or leased equipment to their general liability policy. Connie attempted to add the coverage to the general liability but was unable to do so. She then referred the client to a senior agent to quote an equipment policy. The client ...

June 12, 2024 | Dallas, TX

An HVAC business in Dallas needed to add a driver quickly to get them on the road immediately. Connie swiftly prepared the quote, sent over the necessary documents for signatures, and processed everything promptly. The client was very pleased with Connie's quick response and expressed gratitude for the prompt assistance.

May 30, 2024 | Houston, TX

A mechanical business in Houston was confused about the need for a commercial auto policy instead of a personal policy for their truck. Dani explained that while a work truck could be included on a personal policy, coverage might be denied if the truck was involved in an accident while ...

May 29, 2024 | Houston, TX

A plumbing business in Houston was concerned about their renewal premium, which had increased significantly. Baylie explained that the carrier had raised rates for that class code due to a high volume of claims filed by similar businesses. She assured the client that the team was actively exploring options with ...

May 23, 2024 | San Antonio, TX

A service business in San Antonio was concerned about their renewal premium, which was higher than their budget allowed. They needed quick and effective support. Baylie identified the reason for the increase and escalated the renewal to a senior agent for reshop. The customer requested a quote excluding a vehicle ...

May 3, 2024 | San Antonio, TX

A plumbing company in San Antonio was struggling to access their insurance certificate, which was causing delays. Dani provided immediate assistance over the phone, guiding the customer through the Client Center. She reshared the certificate and helped them successfully retrieve it. The customer was pleased with the efficient support and ...

May 2, 2024 | Rockwall, TX

A business in Rockwall needed to adjust coverage on one vehicle and add a new vehicle to their policy. Connie worked with the client to lower the coverage on one vehicle and quickly add the new vehicle with the appropriate coverage required by the lienholder. The client was happy with ...

April 23, 2024 | Midland, TX

The customer needed corrections to an inspection report that included a typo and required updates. I worked with the insured and the carrier to quickly make the necessary corrections. The client was relieved and thankful that we could address and resolve the errors promptly. Connie, with Quote Texas Insurance

April 19, 2024 | San Angelo, TX

The customer disagreed with an audit invoice they received. I obtained the necessary documents and successfully adjusted the audit to a more accurate figure. The customer was relieved to see the issue resolved swiftly. Connie, with Quote Texas Insurance

April 15, 2024 | Lancaster, TX

The customer urgently needed to add a driver to their policy. Working with Hudson, we managed to add the driver on the same day. The customer was grateful for our quick response and efficient handling of their request. Connie, with Quote Texas Insurance

April 9, 2024 | Plano, TX

The customer needed their certificate adjusted to meet a $2 million General Liability requirement. Jannette and I collaborated to secure an Excess policy to satisfy the certificate holder's requirements. The customer was relieved that we could creatively resolve the issue and meet the necessary standards. Connie, with Quote Texas Insurance

March 25, 2024 | Corpus Christi, TX

The customer had a policy renewal upcoming and wanted to consolidate his insurance coverage. After discussing his current commercial auto policy, I offered to quote or move his existing policy to us for easier management. He was pleased with the option to have all his policies in one place, expressing ...

March 25, 2024 | League City, TX

The customer was concerned about outdated rating information affecting their renewal and leading to an increased audit cost. I updated their rating information and reprocessed their application to reflect the correct details. The customer was relieved and happy that their renewal would now accurately represent their situation. Baylie, with Quote ...

March 21, 2024 | Richardson, TX

The customer needed quotes for adding drivers to decide which one was best. I quickly retrieved and provided the quotes, enabling her to make an informed decision. She was pleased with the efficient service. Connie, with Quote Texas Insurance