Recent Jobs For Quote Texas Insurance

February 9, 2024 | Pearland, TX

The customer was unsure how to make their first payment and concerned about potential late fees. I suggested and set up auto-pay to ensure timely payments. The customer was happy with the ease and security this solution provided. Dani, with Quote Texas Insurance

February 9, 2024 | McAllen, TX

The customer needed to remove a vehicle and add a new one to their policy. I quickly provided a quote for the new vehicle, collected the necessary signatures, and finalized the changes. The customer was very satisfied with the efficient service. Dani, with Quote Texas Insurance

January 26, 2024 | Wichita Falls, TX

The customer needed urgent assistance with processing a renewal payment and updating renewal certificates to maintain compliance. I processed the payment directly with the carrier and expedited the certificate issuance, ensuring compliance. The customer was very thankful for the swift resolution that prevented any non-compliance issues. Baylie, with Quote Texas ...

January 26, 2024 | Sugar Land, TX

The customer was concerned about a significant premium increase due to a rate revision. After discussing rate revisions and reshopping the policy, we found the best option remained with the current carrier. I educated the customer on maintaining accurate records to avoid surprises. He appreciated the clarity and renewed on ...

January 26, 2024 | Bedford, TX

The customer needed to add and then quickly change drivers on their insurance policy. I efficiently managed the additions and removals, ensuring their needs were promptly met. The customer felt relieved by the quick adjustments. Connie, with Quote Texas Insurance

January 26, 2024 | DeSoto, TX

The customer required information on insurance coverage for a job outside the state. I quickly gathered the necessary information from underwriting to ensure the customer could accept the job confidently. They were very pleased with the prompt and helpful service. Dani, with Quote Texas Insurance

January 26, 2024 | San Antonio, TX

The customer needed an updated certificate urgently to get paid on their invoices. I processed and sent the certificate promptly, which they appreciated greatly, expressing gratitude for the quick turnaround. Connie, with Quote Texas Insurance

January 26, 2024 | Garland, TX

The customer needed a comprehensive certificate and to transfer their Workers Comp policy to our agency. I facilitated the addition of necessary endorsements and transitioned their Workers Comp policy, enhancing convenience. They were truly grateful for the personalized and efficient service. Connie, with Quote Texas Insurance

January 26, 2024 | Corpus Christi, TX

The customer's workers comp policy was at risk due to a past due audit and impending cancellation. I directly engaged with the certificate holder to clarify requirements and expedited the endorsement process. The customer was surprised and thankful for the proactive and timely resolution. Jannette, with Quote Texas Insurance

January 25, 2024 | Spring, TX

The client needed to send two certificates but lacked the recipients' email addresses. After entering the data and distributing the certificates, I introduced the client to our client center. They were thrilled with the newfound ease of managing certificates. Dani, with Quote Texas Insurance

January 25, 2024 | Galveston, TX

The customer was struggling with the payment portal and inquired about additional insurance savings. I assisted with the payment and offered a quote for a commercial auto policy, enhancing their satisfaction and engagement with our services. Dani, with Quote Texas Insurance

January 25, 2024 | Atascocita, TX

The customer had difficulty accessing a needed certificate. I guided them through using the client center to manage their documents, which simplified their process and increased their satisfaction. Dani, with Quote Texas Insurance

January 25, 2024 | Laredo, TX

The customer had a compliance issue with their certificate, affecting their payment. I reviewed and updated the certificate to meet requirements, ensuring they were paid. They were grateful for the prompt and effective resolution. Baylie, with Quote Texas Insurance

January 24, 2024 | Friendswood, TX

The new customer was frustrated by delays in obtaining Certificates of Insurance necessary for their 24/7/365 operations. I introduced and trained them on using our client center for immediate certificate access. They were impressed with the tool and how it streamlined their operations. Jannette, with Quote Texas Insurance

January 24, 2024 | Baytown, TX

The customer needed a quick vehicle swap on their auto and cargo policy. I expedited the process, which not only met their urgent need but also saved them money. They expressed great satisfaction with our responsive and efficient service. Dani, with Quote Texas Insurance