Smooth Transition: Ensuring Seamless Coverage for a New Farm Owner
Published June 18, 2024
When Personal Lines Risk Advisor, Teresa Jorgenson, received a client call to let her know they were selling their farm, she made sure to ask the right questions of who the buyer was. Living in a small town herself, she quickly realized she knew the person purchasing the farm.
Leveraging her local connections, Teresa reached out to the buyer to discuss his new purchase. After gathering detailed information about the property, buildings, equipment, and livestock, she was able to provide an accurate and competitive quote. Thanks to her existing relationship with the buyer, the process went smoothly.
Teresa successfully issued the policy, ensuring the client had comprehensive coverage for his new farm. Both Teresa and the client were happy: Teresa for keeping the property within the agency, and the client for securing excellent coverage for his farming operations.
This success story highlights the importance of community connections and personalized service in the insurance industry. Teresa’s proactive approach and local knowledge ensured a seamless transition and excellent coverage for the new farm owner.