Homeowners Insurance in Dalworthington Gardens, TX

I worked directly with the audits department to dispute the audit findings and coordinated the collection and submission of supporting documentation. Through clear communication and persistence, we were able to get the audit revised significantly. The audit was successfully adjusted down to only $130, which was a huge relief for the customer. They were very happy and excited about the outcome and grateful for the support provided.

A Contracting Company contacted the agency requesting endorsements be added to their policy to satisfy a vendor contract. The agency confirmed the premium impact with the insurance company, discussed it with the client, and updated the coverages accordingly. The client was happy with the quick and effective assistance and appreciated the updated Certificate of Insurance meeting the vendor’s requirements.

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 accurately.

I exhausted all available options by shopping with every carrier we partner with to find the most competitive rate that met the customer's needs. After a thorough comparison, I secured a new policy that reduced his annual premium by approximately $3,000. The customer was very grateful for the time and effort invested and expressed sincere appreciation, stating that my hard work did not go unrecognized. They even offered kind words and blessings as a thank-you for the savings achieved.

I verified that the customer’s insurance policy was active and checked that the state certificate of insurance (COI) had been properly filed. I then resent the COI to the Texas State Board of Plumbing Examiners (TSBPE) and copied the customer to ensure they had the documentation promptly. The customer expressed gratitude for the quick assistance and was pleased that the necessary paperwork was sent to the right authority without delay. This allowed them to proceed with their permit application smoothly.