[Posted on The Evergreen Inside]
There was (almost) an incident, with one of our clients who has 3 separate accounts under the same named insured, but 3 different building locations.
Long story short: The insurance company mixed up all 3 accounts and only bound 1 policy.
Rafi (admin assistant) noticed it right away, and when he requested the binder for the 2nd account, the insurance company just sent the same 1st binder over and over again.
Rafi put in a lot of effort to get to the bottom of this and to make sure that each account is bound with the correct location, etc.
Who knows, (I know,) if the insured would choose a different agency, if he would ever find out that he’s had no coverage on his property. He could’ve ended up paying the consequence during a large claim…
Thank you Rafi for making Evergreen the most efficient agency, like we are so proud to be!