- In 2025, I was so excited to be a part
of the Travelers Agent Leadership Program , TALP,
and what we did there was learn a little bit more about
the entire symbiotic relationship of how agents,
underwriting, and of course, our clients work together.
- It's really important to talk about the why
and just not the what, so that agents can understand
what underwriting is, what loss prevention is,
and how to provide the customer
with the best possible experience.
- There was a client that specifically came to mind,
Mr. Barrington.
I knew that there was a lot of effort that he put into
his house to be able to qualify and kind of push himself
into working with Travelers directly.
- He was calling about a Coastal Texas risk,
so it was currently ineligible
because they had tree overhang.
- The roof needed to be redone.
It was an older roof, and then he also needed
to cut back trees that were leaning over
the top of the roof.
The chances of those things falling, creating some claims
that there shouldn't be, is a big concern.
- Mitigation is about protecting not just the company,
but the customer from loss.
- I decided that it would be a good idea to talk to him,
get a couple more pieces of information, some more pictures
of him trimming trees back, the roof getting updated
and done, and then submitting that into underwriting
for approval.
72 hours after we got him the approval,
a tornado touched down about seven minutes away
from my office.
First thing I did was call Mr. Barrington
and make sure that he's okay.
Check in on seeing how he's doing,
and the first thing that he tells me is that,
hey, his home is safe.
- I was completely shocked, especially that a tornado
had gone through that particular area
and I was really hoping that no one was injured
or seriously hurt.
Then I began to wonder about what kind of damage
had happened to Mr. Barrington's house.
He had several neighbors that had damaged homes.
He was, you know, one of the very few in the neighborhood
that did not sustain any damage from this tornado.
- It's not a speed bump in my sales process.
It is a a little bit of care and communication towards
the client to solve issues that they haven't seen just yet.