Had a customer reach out about quoting their commercial account… Our...

Had a customer reach out about quoting their commercial account… Our agency just saved his colleague a ton of money on his account and that is why he reached out. Current agency he is with wouldn’t release their updated loss runs or current policy copies. As an agent, I know it’s not fun when you know a customer is shopping around but when you enter this industry you have to know it’s the name of the game in insurance and I genuinely believe there is a right and wrong way to d

Risk Types

commercial lines, sales

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