MONDAY, FEBRUARY 22, 2016
Marta Takla from our Moorpark office has again proven that if you keep the needs of your client foremost in your mind you can make a difference not just financially but also
on a more personal level. After spending time actually listening to her client she was not only able to save him money but even more importantly she was able to gain his trust
and respect. She received the following e-mail-
Good morning Marta,
Words cannot describe my appreciation for all that you have done. It is rare to meet somebody who is truly committed to taking care of their clients’ needs. You are wonderful and I am so happy that our paths crossed. Thank you for being so understanding and making me feel less of a jerk with my poor lapse of judgement. If there is anything I can do to bring you more business, please let me know as I will jump at the occasion. In the meantime, I am telling my family in San Jose that they HAVE to move their insurance needs over to you. Attached is the policy information for all their current cars with AAA. We just bought a car for our parents as well so I will need to add that vehicle on the policy. Can you do a comparison with your carriers and see if what we can do? You are the best! Have an awesome weekend!
Congratulations Marta. Lets all try to take a page from your play book.
Posted 7:23 PM
NOTICE: This blog and website are made available by the publisher for educational and informational purposes only.
It is not be used as a substitute for competent insurance, legal, or tax advice from a licensed professional
in your state. By using this blog site you understand that there is no broker client relationship between
you and the blog and website publisher.
|