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Prospective Risk Management Client Finds Potential for Savings and Safety with Agency Partnership

Published April 22, 2024

In the world of insurance, every encounter presents an opportunity to make a meaningful impact. Recently, Drew and our Risk Management team, had the pleasure of engaging with a promising prospect, introduced to us by Matt Zuro and Pete Dennis, and we're excited to share their journey towards securing reliable coverage and peace of mind.

Upon initial consultation, Drew and the team wasted no time in showcasing the value we could offer. With our expertise and dedication to excellence, we provided a compelling proposal that included an overall premium decrease of 3%. This commitment to delivering savings and value set the stage for a promising partnership.

As part of our seamless service approach, we ensured that all necessary documentation, including auto identification cards (IDs) and Certificates of Insurance (COI), were promptly prepared and sent out to our prospect within days of needing them. This proactive step not only demonstrated our commitment to efficiency but also instilled confidence in our prospect that they would be well taken care of.

Recognizing the importance of safety and risk management, we also scheduled a driver safety presentation and a midyear exposure review for our prospect. These initiatives underscored our dedication to their well-being and highlighted our proactive approach to managing risks.

Behind every successful engagement, there's a team working diligently to make it happen. Commercial Lines Account Management team, Sally and Denise, also played pivotal roles in executing the various components of our proposal, showcasing their expertise and commitment to delivering exceptional service.

As our journey progresses with the client, we're delighted to report that our efforts have not gone unnoticed. They have expressed their satisfaction with our team, highlighting the seamless experience and value we've provided.

This story reflects our agency's dedication to excellence and commitment to exceeding expectations. As we continue to nurture this budding partnership, we remain steadfast in our mission to deliver exceptional service and peace of mind to all our clients.