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Job completed for Private Client
Completion date: November 18, 2023
Location: Laredo, TX
Why did the customer contact us?
Following an inspection, it was recommended that she increase her coverage on the buildings.
Solutions provided:
I worked closely with her and the insurance carrier to tailor her coverage, ensuring it aligned with her financial obligations and business budget. After detailed coordination, we selected the optimal coverage plan. Therese was very satisfied, feeling confident that her business was well-protected according to her specific needs.
This experience highlights the importance of personalized service and understanding our clients' unique requirements.
Best,
Connie, Insurance Agent at Quote Texas Insurance
Team members on this project:
Connie Mosley
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