Crissy Shatzel, office manager and licensed insurance agent at The Scheiderich Agency in Buford, Georgia
For Referral Partners

Refer a client to Crissy

The underwriting surprise gets found early, not at closing.

Crissy has spent over a decade in claims and policy management, which means she tends to spot what underwriting will flag before underwriting flags it. Send the file at contract and the awkward questions get asked while there is still time to answer them.

Refer a client Call 770-268-4418
Handled upstream

What we clear before it lands on your desk

  • Binder to the lender with the correct mortgagee clause and loan number
  • Dwelling coverage set to replacement cost, not loan amount
  • Roof age, prior claims, and system updates flagged early
  • An escrow-ready premium figure so the Closing Disclosure isn't revised
  • Same-day revised binders when the loan amount or closing date changes
Timing

What you can expect, and when

Referral received by 3:00 PM, business dayBinder same day
Received after 3:00 PMBinder before noon the next business day
RevisionsSame day
If Crissy is unavailableMike or Wendy picks it up

Turnaround times depend on receiving complete client information and are not a guarantee of coverage or of a closing timeline.

Timing the hand-off

Why we ask for it at contract

Referral timeline Six steps in order: contract signed, then the referral — the point at which to send it to us — then inspection, binder issued, closing disclosure prepared, and closing. Send it here Contractsigned Inspection Binderissued CDprepared Closing Referral Sending at contract leaves room to solve problems quietly
Referral timeline Six steps in order: contract signed, then the referral — the point at which to send it to us — then inspection, binder issued, closing disclosure prepared, and closing. Contract signed Inspection Binder issued CD prepared Closing Referral Send it here Sending at contract leaves room to solve problems quietly

A file that arrives at clear-to-close leaves no room to manoeuvre. Sent at contract, a twenty-year-old roof or a claim from a previous owner becomes a question we work through in week one rather than an emergency in the final week.

Send it when:
  • The contract is signed, even if nothing else is settled
  • Your client says "I'll just use my current agent" — send it anyway, we'll coordinate
  • The loan amount changed
  • The home is 25+ years old or has an older roof
  • It's a rental, second home, or new construction
Referral

Send Crissy a referral

A minute of typing. Crissy takes it from there.

Referring as .
About you
About your client

By submitting, you confirm this person has agreed to be contacted about insurance.

✓

Referral received

Crissy will have a quote back to you .

Introduce your client while it is fresh

An introduction from you lands very differently than a cold call from us. Here is a draft — change anything you like before you send it.

Open in my email Text it instead

Save this link for next time

Your personal referral link. It fills in your details automatically, so next time you only complete the client half.