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Customer 360
Households & accounts
One customer record. Calls, texts, emails, documents and quotes are added to it automatically.
25 customers
| Customer | Location | Segment | Policies | Premium | LTV | Retention risk | Producer | Source |
|---|---|---|---|---|---|---|---|---|
| Rachel & Tom Whitaker | Austin, TX | Personal | 2 | $4,629 | $4,200 | 12 | Avery Chen | Google Search · Austin Home |
| Luis Hernández | San Antonio, TX | Personal | 2 | $5,258 | $8,117 | 34 | Marcus Bell | Meta · New Homeowner TX |
| Gwen Abernathy | Scottsdale, AZ | Personal | 2 | $1,071 | $12,034 | 68 | Priya Natarajan | MediaAlpha Auto Clicks |
| The Patel Household | Alpharetta, GA | Personal | 1 | $1,791 | $15,951 | 22 | Jordan Reyes | EverQuote Live Transfers |
| Copper Kettle Bakery LLC | Denver, CO | Commercial | 1 | $5,438 | $19,868 | 41 | Avery Chen | Realtor Partner · Keller Williams |
| Kevin & Ashley Monroe | Charlotte, NC | Personal | 1 | $4,105 | $23,785 | 18 | Marcus Bell | Mortgage Partner · Guild |
| Samuel Osei | Houston, TX | Personal | 1 | $3,682 | $6,702 | 77 | Priya Natarajan | SEO · Flood Insurance Guides |
| Brightline Dental PLLC | Plano, TX | Commercial | 1 | $4,949 | $10,619 | 29 | Jordan Reyes | Customer Referral Program |
| Hannah Lindqvist | Columbus, OH | Personal | 1 | $1,576 | $14,536 | 15 | Avery Chen | Google LSA · Atlanta |
| Marco & Julia Benedetti | Tampa, FL | Personal | 1 | $547 | $18,453 | 52 | Marcus Bell | Direct Mail · Phoenix Renewals |
| Tyrone Jackson | Atlanta, GA | Personal | 1 | $3,890 | $22,370 | 12 | Priya Natarajan | Google Search · Austin Home |
| Elena Vasquez | Tucson, AZ | Personal | 1 | $3,467 | $5,287 | 34 | Jordan Reyes | Meta · New Homeowner TX |
| Northgate Property Holdings | Dallas, TX | Commercial | 0 | $0 | $9,204 | 68 | Avery Chen | MediaAlpha Auto Clicks |
| Claire & David Moreau | Boulder, CO | Personal | 0 | $0 | $13,121 | 22 | Marcus Bell | EverQuote Live Transfers |
| Imani Brooks | Raleigh, NC | Personal | 0 | $0 | $17,038 | 41 | Priya Natarajan | Realtor Partner · Keller Williams |
| Oscar Nyberg | Cleveland, OH | Personal | 0 | $0 | $20,955 | 18 | Jordan Reyes | Mortgage Partner · Guild |
| Fatima Al-Sayed | Frisco, TX | Personal | 0 | $0 | $24,872 | 77 | Avery Chen | SEO · Flood Insurance Guides |
| Ridgeback HVAC Inc. | Mesa, AZ | Commercial | 0 | $0 | $7,789 | 29 | Marcus Bell | Customer Referral Program |
| Grace & Wen Liu | Savannah, GA | Personal | 0 | $0 | $11,706 | 15 | Priya Natarajan | Google LSA · Atlanta |
| Peter Kowalski | Fort Collins, CO | Personal | 0 | $0 | $15,623 | 52 | Jordan Reyes | Direct Mail · Phoenix Renewals |
| Jasmine Ortiz | Round Rock, TX | Personal | 0 | $0 | $19,540 | 12 | Avery Chen | Google Search · Austin Home |
| Harbor Light Yoga | Wilmington, NC | Commercial | 0 | $0 | $23,457 | 34 | Marcus Bell | Meta · New Homeowner TX |
| Nathan & Leah Goldberg | Cincinnati, OH | Personal | 0 | $0 | $6,374 | 68 | Priya Natarajan | MediaAlpha Auto Clicks |
| Desmond Clarke | Jacksonville, FL | Personal | 0 | $0 | $10,291 | 22 | Jordan Reyes | EverQuote Live Transfers |
| Monica Feld | Chandler, AZ | Personal | 0 | $0 | $14,208 | 41 | Avery Chen | Realtor Partner · Keller Williams |