Recent Jobs For Quote Texas Insurance

January 22, 2025 | Frisco, TX

I contacted the insurance carrier to investigate the reason behind the increase and discovered that a questionnaire was required to potentially lower the rate. I promptly sent the rate to the customer, and once completed, submitted it to the underwriter for review. The customer was happy to hear that the ...

January 22, 2025 | Rowlett, TX

I explained the oversight and offered to have all equipment properly quoted on the renewal. The customer was initially worried about pricing due to a prior high quote, but I provided updated quote details showing the true, much lower cost. The customer was very pleased with how quickly the issue ...

January 21, 2025 | Arlington, TX

I reviewed the customer’s insurance policy thoroughly to confirm they were covered appropriately. The only missing piece was the Waiver of Subrogation endorsement, which I promptly attached. The customer expressed appreciation for the fast and thorough assistance provided. They were grateful the revised certificate was sent out quickly and ...

January 21, 2025 | Pflugerville, TX

I contacted underwriting to request a revised renewal quote that included the updated business name. After receiving it, I updated the customer’s renewal application to match the new branding. The customer was pleased that the change was handled so smoothly and efficiently. They appreciated being able to make the ...

December 13, 2024 | Austin, TX

A plumbing services business in Austin needed to complete forms for Progressive to avoid policy cancellation. Dani called the customer and walked them through the easiest way to get the forms signed. The customer was satisfied and promptly took care of the necessary forms.

December 12, 2024 | San Antonio, TX

A roofing business in San Antonio was not renewed by their previous carrier, leaving them in need of the same coverage with a different provider. Baylie spent two weeks working with underwriting, adjusting coverages, and negotiating with the carrier to secure comparable coverage at the same premium. The client was ...

December 6, 2024 | Houston, TX

A plumbing services business in Houston needed to make changes to their policy for an upcoming renewal to help lower the price. Dani reviewed all the vehicles and drivers on the policy with the client, helping them identify which ones to keep and which to remove. The client was happy ...

December 6, 2024 | Houston, TX

A daycare business in Houston had their renewal denied at binding due to an oversight by the carrier, which resulted in a last-minute premium increase and no time to shop for alternatives. Baylie suggested an extension on the current policy and offered to shop around for a better option, which ...

September 6, 2024 | Houston, TX

A business in Houston started a job that required a complex certificate with endorsements and new policies. Connie worked with the insured, certificate holder, carriers, and a senior agent to secure the necessary coverages and waive certain coverages to avoid high costs. The client was relieved to save both money ...

September 6, 2024 | Houston, TX

An environmental business in Houston was unhappy with the premium increase at renewal and was considering cancellation. Dani informed the client that they could reshop the policy to try and lower the premium. The client appreciated the option and agreed to wait to hear from one of the senior agents.

September 6, 2024 | Houston, TX

A property management business in Houston had concerns about an exclusion on their renewal. Baylie reviewed the exclusion, obtained clarification from the MGA/carrier regarding exceptions and allowances, and explained the details to the client. The client was relieved and happy to have a better understanding of the exclusion and ...

September 6, 2024 | San Antonio, TX

A remodeling business in San Antonio was concerned about their renewal premium. Baylie reviewed the renewal offer with the client, explained the reason for the premium increase, and assured them that other quotes were being explored. She worked to gather loss runs from the previous agency and sought lower quotes, ...

September 6, 2024 | Dallas, TX

A property management business in Dallas had an inspection that revealed several issues needing fixes. The client's limits needed to be raised, and they were confused about what steps to take. Dani contacted the carrier to determine exactly what was needed to address the issues and make the process as ...

September 6, 2024 | Austin, TX

A plumbing services business in Austin had a claim and needed a prompt response from the insurance company to arrange a rental vehicle. Tabitha offered to contact the claims department and request that the client be called as soon as possible. The client was very grateful for the assistance and ...

September 6, 2024 | Fort Worth, TX

A remodeling business in Fort Worth was unhappy with their renewal premium. Dani informed the client that the policy could be reshot, assigned the task to a senior agent, and they were able to lower the premium. The client was happy with the reduced premium and has since been rewritten ...