Viewing as Super admin · Owner · Chris
Customer 360 · Personal · since 2018-01-10
Rachel & Tom Whitaker
Austin, TX · Producer Avery Chen · Source: Google Search · Austin Home
Policies
2
Annual premium
$4,629
Lifetime value
$4,200
Retention risk
12
Household
3
Household
- Rachel Whitaker
- Tom Whitaker
- Emma (17)
Exposures
- Primary home · 2,840 sq ft
- 2022 Honda Pilot
- 2019 Tesla Model 3
- Teen driver
Risk profile
- Property
- Standard
- Auto
- Clean MVR
- Liability
- Moderate
- Gap
- See cross-sell
Policies
| Number | Line | Carrier | Premium | Term | Status |
|---|---|---|---|---|---|
| TRA-7740219 | Home | $3,420 | 2025-01-01 → 2026-01-01 | Active | |
| TRA-7779951 | Umbrella | $1,209 | 2025-01-01 → 2026-01-01 | Active |
Opportunities & service
- Add teen driverOpen
- Renewal Nov 03Review call
- No open items
Timeline
Captured automatically
- Oct 3call.recordedInbound call · billing question · 4m 08sSystem
- Sep 21email.sentAnnual review summary sentHuman
- Aug 30document.extractedMortgagee letter parsedAI