Case Studies: Saving Thousands In Just One Conversation
- Home Loan Enterprise

 

In looking for E&O and Fidelity insurance, I wanted to explore my options. I found Mortgage Banking Insurance Group through their website and called them up. I was surprised to get Lee on the phone right away. He talked to me right then and there about my company and its insurance needs.

I told Lee about my company and he immediately explained the insurance coverage I did–and didn't–need. Turns out, I was overpaying because elements of my coverage weren't necessary. So, in just one conversation, he helped me save thousands of dollars.

Lee really understood my company and the insurance I needed. He was able to educate me on how policies work, what the requirements are and what a company of my type and size needs. He also explained how he works—so the process was clear from the beginning. He then did exactly what he said he would. That's really all I want.

I found Lee's level of customer service to be better than anyone else. When I contacted my previous broker about renewing, he just sent me an email with the forms he needed. He didn't explain them. He didn't even call. At every step, Lee was just more on top of it. He responds faster. He provides clearer explanations. He just seems to care more and that was really important to me.

- T. Trinh
Owner
Home Loan Enterprise