Jannette Ornelas

Corpus Christi, TX

January 26, 2024

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

Friendswood, TX

January 24, 2024

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

Grand Prairie, TX

January 23, 2024

The customer faced an audit that generated additional premium they couldn't afford, risking policy cancellation. I arranged an installment plan with the carrier, allowing them to manage payments while keeping their policy active. The customer was very grateful for the unexpected solution that kept their insurance in place. Jannette, with Quote Texas Insurance

The Woodlands, TX

January 23, 2024

The customer was faced with a substantial additional premium from an audit, threatening their policy and financial stability. I secured a flexible payment plan and provided guidance on managing costs with subcontractors. The customer appreciated the educational advice and the financial relief from potential collections. Jannette, with Quote Texas Insurance

San Marcos, TX

January 23, 2024

The customer struggled with an installment payment, increasing their financial stress during the holiday season. I negotiated with the billing department to defer a payment, easing their financial burden. The customer was thankful for the compassion shown during a challenging time. Jannette, with Quote Texas Insurance

Haltom City, TX

November 30, 2023

The customer faced a large audit invoice that he could not settle at once. I arranged for an installment plan with the carrier, helping him manage payments without his policy going to collections. He was impressed and grateful for the support despite no longer being an active customer. Jannette, with Quote Texas Insurance

Lewisville, TX

November 30, 2023

The customer was upset, believing there had been a mistake with his policy's access settings. I calmed him down, secured his account, and reassured him of his exclusive access. He transitioned from angry to pleased and even inquired about additional insurance services. Jannette, with Quote Texas Insurance

Texarkana, TX

November 18, 2023

Recognizing the urgency, I arranged an installment plan with the auditing carrier for the audit invoice, separate from their regular payments, making it more manageable for the customer. This solution kept their policy active, prevented the invoice from going to collections, and was key in retaining them as a client for over 10 years. The customer appreciated our efforts to accommodate their needs, underscoring our dedication to exceptional client service. Best, Jannette, Insurance Agent at Quote Texas Insurance

El Paso, TX

November 17, 2023

I advised the customer to inspect his roof for potential hail damage, crucial for deciding on filing a claim. Meanwhile, I recommended temporarily excluding the roof from the policy while we sought a permanent solution. The customer appreciated the support and effort in helping assess the damage. Such cases highlight the importance of offering knowledgeable and caring guidance to our clients. Best, Jannette, Insurance Agent at Quote Texas Insurance

Sherman, TX

November 16, 2023

There was an error with the VIN identification on the customer's vehicle policy. I helped locate the VIN on the vehicle to correct the error, ensuring his policy wasn't canceled. He expressed profound gratitude and reminded me of the value of each day. Jannette, with Quote Texas Insurance

Edinburg, TX

November 16, 2023

The customer faced a large revised audit invoice they couldn't pay at once. I arranged an installment plan with the auditor, which kept their policy active and prevented debt collection issues. The customer was surprised and grateful for the exceptional support. Jannette, with Quote Texas Insurance

Fort Worth, TX

November 16, 2023

I guided the customer to check the VIN on the dashboard. Although this too was blurry and damaged, together we managed to decipher it. This effort saved the client from the hassle of further investigations to find the correct VIN and, importantly, prevented their policy from being cancelled. The client's response was heartwarming. He was extremely kind and grateful, reminding me that every day is a blessing and affirming my value as a person. Moments like these, where I can make a real difference in someone's day, are truly rewarding. Best, Jannette, Insurance Agent at Quote Texas Insurance

Richardson, TX

November 16, 2023

The client's home policy was at risk of non-renewal due to roof condition issues. I advised an inspection for potential hail damage and discussed interim solutions. He was appreciative of the thorough guidance and the effort to assess claim validity. Jannette, with Quote Texas Insurance

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November 15, 2023

I approached the situation with a focus on clarity and support. I explained to the client that if indeed we owed them a refund, I was more than willing to help secure it. However, to move forward, I needed them to provide me with their bank statement showing any instances of double payment. This was essential for me to present a valid case to our accounting department. After our conversation, the client's perspective shifted. They recognized that I was genuinely on their side, committed to finding solutions and addressing their concerns. This understanding helped dissolve any tension and allowed us to work together more effectively. Best, Jannette, Insurance Agent at Quote Texas Insurance

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November 8, 2023

I helped him to get a special report that would show the mistakes and we could use it to prove to the insurance company that the record was wrong. This wasn't a quick fix, but it was the best way to start solving the problem. The customer was really thankful for the help. Even though it wasn't fixed right away, he was glad to have a plan. This is what my job at Quote Texas Insurance is all about - helping people solve their insurance problems. It feels good to make a difference for someone. Best, Jannette, Insurance Agent at Quote Texas Insurance

Pflugerville, TX

November 7, 2023

The client needed help reducing an audit total and arranging an installment payment plan. I engaged with the audits department to revise the total and coordinated with billing to set up an installment plan. The customer was impressed by my ability to navigate the process and maintain their current workers' comp policy. Jannette, with Quote Texas Insurance

Arlington, TX

November 7, 2023

They needed help lowering their audit total and arranging an installment plan. I got in touch with the audits department, worked on revising the audit, and then coordinated with billing to set up a suitable installment plan. The client was really happy with how I handled everything. They appreciated my skills in managing the audit process and setting up a plan that allowed them to keep their workers' comp policy. Helping them in this way was a great reminder of the value of our work. Best, Jannette, Insurance Agent at Quote Texas Insurance

Austin, TX

November 6, 2023

I took it upon myself to dig into the details of this audit. I went through the data carefully and directly contacted the auditors and underwriters to have the entire audit re-examined. My goal was to clarify any discrepancies and ensure our client wasn't unfairly charged. After a thorough review and several discussions, I managed to get the audit amount significantly reduced – from a staggering $21,608.00 down to just $297.00. The customer's reaction was one of absolute shock and joy. She was extremely grateful for the effort and the outcome. Because of this, she decided to continue using our services at Quote Texas Insurance for all her sub-contractors' insurance needs. It was a demanding task, but moments like these are why I love my job. Helping clients navigate through complex issues and seeing their relief and happiness is incredibly rewarding. Best, Jannette, Insurance Agent at Quote Texas Insurance

Waco, TX

November 6, 2023

The customer needed help removing inaccuracies from their driving record that were affecting their insurance. I guided the customer to obtain a LexisNexis report, which we used to correct the errors with the insurance carrier. The customer was extremely grateful for the guidance, appreciating the path to a resolution. Jannette, with Quote Texas Insurance

Huntsville, TX

November 6, 2023

The client faced an unusually high audit charge due to subcontractor policies already in place. I personally reviewed the audit data, collaborated with auditors and underwriters, and successfully adjusted the charge from $21,608 down to $297. The client was absolutely shocked and joyous, and remains a loyal customer for all subcontractor insurance needs. Jannette, with Quote Texas Insurance

Fort Worth, TX

September 22, 2023

They were looking for advice on how to proceed with a potential claim. They were not at fault, but someone was trying to file a claim on their insurance. While I’m not a lawyer or an insurance adjuster, but I was able to help them make an educated decision on how best to proceed and to protect themselves throughout the claims process.

Katy, TX

September 22, 2023

This insured reached out to me requesting help getting their coverage's to meet requirements for a new vendor. We reviewed the policies and were able to get them into compliance and the certificate approved the same day. This allowed them to begin work for the contract without any issues.

Brenham, TX

September 18, 2023

She had very specific additional insured endorsements and policy contract requirements that she needed help with. We were able to help with the specific additional insured endorsements and policy contract requirements that she needed help with. I was able to use my past experience and expertise to analyze the contract requirements. She was in talks with other agents as well but was not able to find another who was able to get the specific additional insured endorsement required by the contract. But thanks to Quote Texas Insurance she was able to find exactly what she needed!

Houston, TX

She has a General Liability Policy with us that is coming up for renewal. Her vendors request proof of her renewed insurance a month in advance! And with the wait time to receive printed policy copies and new policy numbers, getting all that proof of insurance out so far in advance of the renewal date itself can be tricky! However, she was able to contact me to make her renewal payment and have all of her renewal certificates sent out the same day she requested them- 20 days before the policy was supposed to renew! She was relieved to have those taken off her plate so that she could focus on running her business.