Viewing as Super admin · Owner · Chris
Relationship expansion
Cross-sell
Each customer is a relationship portfolio. Gaps are ranked by how much they help the customer, not by commission.
Open gaps
6
Est. new premium
$9,160
Policies per household
2.3
+0.2 QoQ
Outreach converted
31%
Samuel Osei
Fit 92
HomeAuto ×2+ No umbrella
Teen driver added, $1.1M net worth. $1M umbrella ≈ $310/yr.
≈ $310 premium
Requires human approvalPriya Patel
Fit 88
Auto+ Auto without home
Owns home per county records. Bundle could save ~$420/yr.
≈ $1,650 premium
Requires human approvalHale Landscaping LLC
Fit 81
GLCommercial auto+ Commercial without cyber/EPLI
9 employees, stores card data. No EPLI or cyber.
≈ $2,100 premium
Requires human approvalDiane Monroe
Fit 77
HomeAutoUmbrella+ Owns a business
Sole owner of Monroe Bakery (state filing). No BOP on file.
≈ $1,800 premium
Requires human approvalBenedetti household
Fit 70
HomeFlood+ Life within P&C
New mortgage $480k, two children, no life coverage recorded.
≈ $900 premium
Requires human approvalHale Landscaping LLC
Fit 64
GL+ Key-person / buy-sell
Two equal partners, no buy-sell funding.
≈ $2,400 premium
Requires human approval