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Insurance Real-Time: A New Homeowner’s Success Story


Here’s a twist on the typical request for homeowners insurance because this one came from a mortgage broker on behalf of his client that was purchasing a new home in Lakewood, NJ.

Rachel offered a couple of options on June 27 – one was a cheaper quote on insurance that did not meet the better coverage given by the second policy.

Following a discussion with his client, the mortgage broker sent an email after-hours to Rachel indicating the homeowner was going for the policy with the higher quoted policy that offered better coverage.

It was at 9:13 am the next day that Rachel responded by asking when the closing date was slated for. It was about an hour later after sending the application to the homeowner for an e-sign that she reached out to the mortgage broker once more for an update about the closing date. This time he emailed immediately: 7/15.

It took three minutes following that dialogue that Rachel sent another message along with the insurance binder: “Thank you, please see the attached. Have a great weekend.”

The mortgage broker’s next message summed up the entire customer experience.

“Thank you for the great honest service. A pleasure working with you!”

Yet another insurance success facilitated by Rachel and Prime Insurance!

  


PRIME Insurance is a three-generation family-run independent agency. We’re proud partners with many of the leading companies in the industry – big names such as ACE, AmTrust, ASI, ASSURANT, CHUBB, CNA, Employers, FOREMOST, Liberty Mutual, MetLife, PROGRESSIVE, Safeco, StillWater, Travelers, USLI, ZURICH and more. This gives us the ability to provide all forms of nationwide coverage at competitively lowest quotes. Visit us on our online insurance website or email us at PRIME [at] primeins [dot] com or call us at 732-886-5751 and HAVE A PRIME DAY™!

 

 


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