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Summit Excavating Ltd.

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Summit Excavating Ltd. Reviews (1)

Initial Business Response /* (1000, 9, 2015/06/19) */
The allegations of Mr. [redacted] are inaccurate and mistaken. This insurance agency has a record/report system for contacting all prospective clients. We need and use such a system to keep track of everyone's activities because the firm has grown...

with our success of serving senior citizens with Medicare related insurance.
We called Mr. [redacted] in early April 2015 because he was referred to us by his brother and sister who are our clients. In that first phone call, he said that it was a little bit early and that we should call him again in May 2015. We called him in early May 2015 and he said to call min back in late May or early June. On May 23, 2015, one of our agents was working in his area and visited Mr. [redacted]. At that time, Mr. [redacted] told our agent that he was working at [redacted] and that he planned to work at least two more years and that he is not retiring anytime soon. After that, we never called him. In fact, our founder Fred U[redacted] gave instructions to our staff NOT to contact him for twenty months. On May 23, Mr. [redacted] told us that he plans to work another two years. Why would we phone him three days later on May 26? It makes no sense. We would have no interest to do that.
In less than ten years, this insurance agency grew from one office with three agents to four
offices with fourteen agents plus staff. There are some firms that have adopted names similar to our agency name in order to try to take some business from us based on the strength of our firm and its reputation. It may be that some other firm with a similar name tried to contact Mr. [redacted] at about the same time that our firm did. That is very common when a senior approaches age 65— multiple firms try to reach them for a chance to get their Medicare related insurance business. But, the only times that agents or staff of this agency tried to reach Mr. [redacted] are the three times mentioned earlier in this letter.
Please, contact us if you have other questions.

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Address: Box 73125, W.P.O., Calgary, Alberta, Canada, T2W 6E4

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