John Park from Big Corp Manufacturing requested a vehicle fleet update endorsement — 3 new trucks to be added to the commercial auto policy. Escalated to AM due to complexity of fleet modification.
How did this call go?
Good morning, thank you for calling Anderson Insurance Agency. How can I help you today?
Hi, this is John Park with Big Corp Manufacturing. We need to add some vehicles to our commercial auto policy.
Hello John, I can help with that. How many vehicles are we adding?
Three new trucks. They're all 2025 Ford F-350s for our delivery fleet.
Understood. For a fleet modification of this size, I'm going to need your account manager to review and process the endorsement. Let me connect you with her right now.
Sure, that works.
One moment while I transfer you. I'm also sending her a summary of this call so she's up to speed when she picks up. Thank you for calling.