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Policy Review Appointment
Regardless of the types of insurance policies you have with our agency, we start all policy reviews by asking about your current policies with our agency and move to policies outside of the agency. Please be prepared to take a few moments to tell me about your current situation. Please adjust accordingly for your time zone. Appointments are phone, face to face, or webinars. Your confirmation email will contain all location, webinar, and contact information
Claims Follow Up Call
This is the time and date that you will receive a call from me to check on the progress of your claim and to complete required customer service steps our agency implements when a claim has been reported by one of our customers. Please adjust accordingly for your time zone.