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Greater Sierra Insurance Services

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Greater Sierra Insurance Services Reviews (2)

received a complaint in the mail from *** *** regarding his homeowners insuranceI started working with *** in when he was unhappy with his insurance agent at the time regarding coverage amount for his home*** thought the dwelling coverage was to high*** decided he wanted to
switch his policy to our agency on a broker of record changewe had the president of our company go to his property (which is located in an isolated area) to measure the property and re-determine the replacement cost for *** was very happy with our efforts, and we had a great working relationship with him from that point forwardOn September 28, 2017, I received an email from *** that said "Hi ***, please cancel my policy at xxxx xxxx xxxx xxxx effective October 1." We emailed the company his cancellation request to sign electronically through DocuSign, he signed it and we emailed the company his cancellation request to have them complete the cancellation. Two days later in the mail, we received the non-renewal notice from *** ***, letting us know *** would be non-renewed effective November 6, When I saw the non-renewal notice, my initial thought was that it was fortunate *** had already requested his policyWhen I received the complaint letter in the mail, I could not understand what was going on and spoke to everyone in our office to try and figure out what was wrongIt turns out *** had emailed the owner of the agency with a follrequest and I was unaware of thisAt the time the owner was in the middle of finalizing his documentation for his retirement, and had not told me about the emailIt had not been discussed with me that *** had questions about his cancelled policy*** had never called our office for more information, he just filed a complaintI called *** on November 13, 2017, as soon as I received the complaint notice and apologized if he felt we had not done our job to his satisfaction*** thought our agency had received a copy of the non-renewal notice before he received his and that we decided not to contact him regarding his insurance or his cancellation follow-upI assured him that had he contacted me to let me knoe he had questions on his cancellation, that I would have done my best to get answers for him and put his mind at easeI told *** I would love to help him in the future and he said he might just take me up on that offerAs for the refund, *** interstate has to refund our agency first and then we can send *** the refundWe have not received the refund from *** interstate yetI spoke with an ***s representative today and was informed they still have not issued refund on ***'s accountOnce we receive the refund for ***'s account, it will be promptly forwarded to himThis situation is a big misunderstanding and would like the complaint deleted from my recordPlease let me know if you need anything further.Thanks

Revdex.com:
I have reviewed the response made by the business in reference to my concern, and find that this resolution is satisfactory to me
*** explained this quite well Yes, we had a good relationship which made this so difficult for me to comprehend However, I do wish she had contacted me before receiving this complaint. Although there are extenuating circumstances this could have been avoided, especially after she received my non-renewal notice. At that point she knew what was happening and should have explained why she had not assisted me with my insurance need. I am still surprised she had not received the notice because I waited a week; mail does not go to Tahoe by Pony Express any more.Although the refund is very slow I trust that *** will stay on top of it for me. I think she is sincere about serving her clients and hope she (and I) have learned from this unfortunate experience. Get on the phone sooner ***.Happy Thanksgiving and thanks to Revdex.com for you service.***

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