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Delivering Savings and Satisfaction: Personal Lines Success Story in Customer Service

Published May 23, 2024

In the world of insurance, going the extra mile for clients can make a significant difference. Last month while reviewing renewals Briana Reed noticed one of her clients (who also has their commercial lines business with our agency) had a substantial increase to their auto renewal premium. Recognizing this as an opportunity to assist and have a deeper conversation, Briana took immediate action.

She initiated a rewrite with their current carrier, Progressive, and successfully managed to reduce their premium by over $3,000.  When Briana presented the rewritten quotes, Tammy was incredibly happy and grateful. She appreciated the effort and time taken to look into her situation and provide substantial savings. This experience underscores the importance of proactive customer service and the value of building strong client relationships. By taking the initiative, Briana not only delivered significant savings but also enhanced client satisfaction and trust.