Victor Miranda

San Angelo, TX

July 21, 2025

I contacted the insurance company to initiate the reinstatement process and requested the necessary documents needed for review. I then sent these documents to the customer, explaining what needed to be completed and returned to proceed. The customer appreciated the guidance and assistance throughout the reinstatement process. They agreed to complete and return the required paperwork so their policy could be reviewed for reinstatement promptly.

Grand Prairie, TX

July 14, 2025

I collected all necessary vehicle details from the client and generated an endorsement quote to add the vehicle to the policy. I also contacted underwriting to notify them of the upcoming change and confirmed that we were actively working to resolve the issue to maintain compliance. The client appreciated the quick action and confirmed they were ready to complete the paperwork and submit payment to keep the policy active. They understood the importance of resolving the matter promptly to remain compliant with state requirements and to continue servicing their own customers without interruption.

Mansfield, TX

June 24, 2025

I resolved the issue by preparing and emailing the client an ACH Automatic Payment Form to complete with their banking details. Once the completed form was received, I processed the request and set up the account to automatically handle current and future payments without manual input. The client was appreciative that I was able to take care of the ACH setup quickly and effectively. They expressed gratitude for the assistance and was relieved that their payment process was now streamlined, providing peace of mind that their policy would remain active without interruptions.

Euless, TX

June 23, 2025

I immediately reached out to underwriting at the insurance company to investigate the issue and determine what documents or actions were required to keep the policy active. The client was informed that they might need to provide additional information to stay in compliance and avoid cancellation. The client was thankful for the prompt contact and support in addressing the cancellation notice. They expressed relief knowing that steps were being taken to prevent the policy from being canceled and appreciated the proactive assistance.

Missouri City, TX

June 16, 2025

I contacted their insurance carrier directly and confirmed that the existing policy already included coverage for the 1099 contractor. I communicated these details back to the client to provide peace of mind regarding the policy coverage. The client was appreciative of the thorough assistance and relieved to know that no additional cost would be incurred for the contractor’s coverage. They thanked me for handling the matter efficiently and providing clarity.

Pearland, TX

June 13, 2025

To prevent any lapses in coverage, I enrolled the client in automatic ACH payments to ensure timely and uninterrupted premium payments. This setup guaranteed that Certificates of Insurance would be consistently issued and sent to all required certificate holders in a timely manner. The client expressed sincere appreciation for the support in maintaining continuous insurance coverage and for the prompt handling of certificate distribution. This solution helped safeguard the client’s reputation as a reliable contractor.

Corpus Christi, TX

June 11, 2025

I reviewed the current policy and confirmed that it did not meet the project's contractual requirements. I then quoted the increased limits and went over the cost details with the client, while also contacting the third party to verify that the new coverage met their standards. The client expressed appreciation for the thorough assistance and quick turnaround. They were relieved to have met the contract requirements and move forward with the project.

San Antonio, TX

June 9, 2025

They later called back needing assistance with specific wording for the COI. To ensure accuracy, I processed and issued the certificate on their behalf with the required language included. The client was very appreciative of the support and thanked me for handling it thoroughly. They were satisfied with the outcome and the quick assistance provided.

Galveston, TX

May 20, 2025

I contacted the insurance company and confirmed with underwriting that the policy was still active. Additionally, I verified that a copy of the insurance policy was properly uploaded to the TxDMV system.  The client was satisfied with the clarification and felt reassured about their coverage. They planned to follow up directly with the TxDMV for any further questions.

Spring, TX

May 5, 2025

I carefully reviewed all related documents and the requested wording. Then, I incorporated the customized wording into the certificate while ensuring it complied with our standard procedures before sending it out. After emailing the certificate to both the State Marshal’s office and the client, the client responded positively, expressing appreciation for the timely and accurate work. They were pleased with the attention to detail and smooth handling of the request.