Dani Darden

A Commercial Plumbing Company contacted the agency regarding their auto and BOP renewals, as they had not yet received the documents. The agency explained that quotes were pending and worked with Progressive to address unanswered renewal questions that had caused the BOP to be non-renewed, aiming to lift the non-renewal. The client was happy with the communication and appreciated the assistance.

An Electrical Services Company contacted the agency asking why a friend’s policy was less expensive than theirs and mentioned considering shopping for a new policy. The agency explained that each policy is individually rated based on coverage limits and other factors, and assured the client that the marketplace is reviewed at every renewal to ensure they are getting the best deal. The client understood the differences and was satisfied with the service, confirming they would renew.

A Construction Services Company contacted the agency needing to satisfy a contract requirement by adding specific endorsements to their policy. The agency obtained a quote for the endorsements and the premium impact from the insurance company, and upon the client’s approval, added the endorsements to the policy. The client was pleased with the quick turnaround and appreciated the assistance in meeting contract requirements.

An Entertainment Services Company contacted the agency requesting immediate assistance to increase coverage on their General Liability policy. The agency processed the request promptly to ensure the policy reflected the higher coverage, addressing the client’s urgent insurance needs. The client was appreciative and relieved, satisfied that their policy now met their requirements.

A Commercial Plumbing Company contacted the agency needing to complete their Workers’ Compensation payroll reporting to prevent policy cancellation. The agency followed up with the client by phone and email, emphasizing the importance of submitting the payroll report on time. The client appreciated the reminder and confirmed the reporting was completed promptly.

A Nonprofit Organization contacted the agency because their renewal quote came back substantially higher than expected. The agency reviewed all current information, identified updates needed, and explored options to lower the premium. The client was satisfied and is providing the necessary information to implement the changes.

An HVAC Services Company contacted the agency to correct the name on their Certificate of Insurance and the associated policies. The agency obtained authorization, verified the correct information, and updated the policies with the carriers to ensure accuracy and compliance. The client was appreciative of the prompt and accurate correction, which reinforced their confidence in the service.

An Electrical Contractor contacted the agency requesting a Certificate of Insurance, but the standard processing queue indicated a minimum turnaround time of 72 hours. The agency explained how to generate an immediate COI through the client center, walked the client through the steps, and enabled them to obtain the certificate within minutes. The client was very pleased and appreciative of the guidance that allowed them to quickly process their own COIs.

A Commercial Plumbing Company contacted the agency for assistance with a past-due renewal that needed to be processed before coverage lapsed. The agency conducted a three-way call with Progressive to resolve the issue, complete the renewal, and set up automatic payments. The customer expressed gratitude and agreed to have the agency handle their commercial auto policy moving forward.

A Commercial Plumbing Company contacted the agency for assistance with a past-due renewal that needed to be processed before coverage lapsed. The agency conducted a three-way call with Progressive to resolve the issue, complete the renewal, and set up automatic payments. The customer expressed gratitude and agreed to have the agency handle their commercial auto policy moving forward.

I assisted by taking the renewal payment over the phone to ensure their coverage continued without interruption. I also asked if they would like to enroll in auto pay moving forward to prevent similar issues, and with their approval, we contacted the carrier and completed the setup. The customer was happy that the payment was handled easily and was especially appreciative of the option to set up auto pay. Now, they won’t have to worry about missing deadlines or managing monthly payments manually.

I explained that as long as the renewal payment was made in advance, I could release the certificates early for them. Since the portal was not cooperating, I offered to take their payment over the phone, and they proceeded with the payment immediately. The customer was relieved and thankful for the quick assistance in resolving the issue. They were happy to have the certificates taken care of early and ready for their upcoming projects.

I clearly explained that the quotes in progress would not impact the renewal that was scheduled for the following day. I reassured them that it was safe to proceed with the renewal payment immediately to avoid any lapse in coverage. The customer felt relieved and satisfied with the explanation and promptly completed their renewal payment. This ensured their coverage remained active without interruption.

I assured them that I could help and explained that it would be a quick and simple process. Once they signed the necessary documents, I proceeded with making the requested changes. They were relieved to hear it could be handled so easily and quickly. After signing everything, they were thankful and happy to have it taken care of without stress.

I let the customer know I could take care of the vehicle removal immediately. I confirmed the details and processed the update to ensure everything was accurate before moving forward with the renewal. The customer was happy the issue was handled so quickly and smoothly. They confirmed they want to move forward with renewing the policy.

I assured them that I could take care of the payment over the phone to avoid any lapse in coverage. They provided their payment information, and I processed the renewal payment promptly. The customer was very happy and relieved to have the payment handled so quickly and without hassle. They appreciated the help in preventing any disruption to their policy.

I assured the customer that this was a simple issue to fix and requested the updated driver list. Once received, I submitted the correct information to get everything aligned for the renewal. The customer was relieved that the issue could be resolved easily and appreciated the quick handling. Everything was updated, and the renewal process could continue smoothly.

I assured them I could help and processed the payment for their renewal over the phone using our secure payment link. I confirmed everything was submitted correctly and the policy was updated. The customer was happy the payment was successfully taken care of. They were relieved that their coverage was now in place without further issues.

I reviewed the premium and down payment details with the customer and guided them on what amount to enter so the payment could be processed successfully. I made sure they had everything they needed to move forward. The customer was happy with the assistance and grateful for the quick resolution. They also agreed to let us quote their General Liability policy.

I explained that we could manage the quoting process for the subcontractors on their behalf. I reassured her that if they sent over the necessary information, we would take care of the rest without them needing to contact the carrier. They were very excited about this help and is currently working on gathering the information needed to proceed. They appreciated the ease of the solution offered.

I explained the importance of Cyber Liability coverage, especially since they accept credit card payments and store sensitive customer information. I emphasized how vital it is to be covered in case of a data breach or cyber attack. They were very thankful for the helpful information and said they would discuss the coverage with their spouse. The customer planned to contact us again after their conversation to move forward.

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 surprised to learn his current setup could leave him uncovered and was glad we brought it to his attention. He agreed to have us quote commercial auto coverage to protect his business properly.

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 the payment over the phone. Their renewal was successfully processed, and they appreciated the easy experience.

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 to handle certificates independently. By the end of the call, he felt confident and capable of managing it himself moving forward.

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 renewal could now be re-rated based on the new information. They were relieved to have a chance at a more affordable premium.

I let him know we could absolutely reshop the policy and explore alternative coverage options based on their updated needs. I began the process of reviewing different carriers and adjusting usage details for more accurate pricing. The customer was happy to hear there might be better, more cost-effective solutions. They appreciated the help in finding options that fit their situation more appropriately.