Recent Jobs For Quote Texas Insurance

February 27, 2025 | Round Rock, TX

I explained that if he were involved in an accident and it was proven the vehicle was being used for business, his personal policy might not cover the claim. I offered to connect him with a senior agent who could provide quotes for proper commercial auto coverage. The customer was ...

February 26, 2025 | Mesquite, TX

I reviewed the policy to confirm all coverages were active and in good standing. Then, I collected the certificate holder details and promptly issued the certificate. The customer appreciated the quick response and was able to move forward with the project without delay. He was thankful for the efficient support.

February 26, 2025 | League City, TX

I reviewed the certificate with the customer to confirm all information was accurate and complete. Once verified, I sent the document to them for use in their renewal process. They thanked me for the fast and accurate assistance. The customer was relieved everything was handled correctly and efficiently.

February 26, 2025 | New Braunfels, TX

I reviewed the account to confirm the policy was active and in good standing. Then, I prepared and sent the certificate using the holder information the customer provided. The customer was thankful for the quick help and was glad to have the certificate sent without delay. Everything was handled smoothly ...

February 26, 2025 | San Marcos, TX

I confirmed that his policy was active and promptly sent out the certificate of insurance. I also looked up his account with Progressive and provided details on his next payment amount and due date. The customer thanked me for the helpful information and for quickly sending the COI. He appreciated ...

February 26, 2025 | Haltom City, TX

I reviewed the customer’s account to confirm the policy was active and collected the certificate holder details. I then generated and sent the certificate promptly. The customer thanked me for the quick turnaround and was pleased with how efficiently it was handled.

February 26, 2025 | Lewisville, TX

I verified that their policy was active and gathered the certificate holder’s information. Once everything was confirmed, I generated and sent the COI right away. The customer was thankful for the fast help and appreciated that the certificate was sent without delay. It allowed them to move forward with ...

February 19, 2025 | Missouri City, TX

I explained that I could take the payment over the phone or they could contact their carrier directly if they preferred. I let the customer know I was happy to help with whichever method worked best for them. The customer was very happy with the assistance and chose to complete ...

February 5, 2025 | Garland, TX

I contacted the MGA managing their policy to see if we could endorse their current General Liability to include cyber liability, but was informed it wasn’t possible. Instead, I arranged for a cyber liability quote to be started with the information we had and escalated the situation to a ...

February 5, 2025 | Irving, TX

I quickly sourced coverage through an MGA and secured a quote within just a few hours. The quote was promptly sent to the customer, and they decided to move forward with the policy. The customer was overjoyed and expressed deep gratitude for the fast and effective support. They were relieved ...

January 30, 2025 | Sherman, TX

I introduced her to the client center and sent over the YouTube walkthrough video so she could generate the certificates herself. This way, she didn’t have to figure it out alone and could take care of it right away. She was happy to learn she had this option available ...

January 30, 2025 | Richardson, TX

I shopped their policy with multiple carriers and found it was a difficult risk to place. After securing alternative quotes, I explained that the alternate carriers couldn’t match the coverage, and advised the customer to proceed with their previous carrier’s renewal for the best protection at a comparable ...

January 30, 2025 | Edinburg, TX

I took the time to explain the audit process in detail and its significance in determining accurate premiums. After the audit was completed, I personally called the customer to share the positive news. The customer was thrilled to learn they were receiving a refund of over $1,300. They expressed their gratitude ...

January 28, 2025 | Galveston, TX

I sent him an email with a direct link to the client center and included a YouTube walkthrough video for visual reference. Then, I stayed on the phone with him and guided him through the steps to complete it on his own. The customer was very excited to learn how ...

January 23, 2025 | Grapevine, TX

I quickly sourced and secured quality insurance coverage that met the lease requirements while staying within the customer’s budget. The policy was issued and delivered in time to keep their project on track. The customer was extremely satisfied with the fast turnaround and professional service. They were so impressed ...