Viewing as Super admin · Owner · Chris
Customer 360 · Personal · since 2020-01-10
Marco & Julia Benedetti
Tampa, FL · Producer Marcus Bell · Source: Direct Mail · Phoenix Renewals
Policies
1
Annual premium
$547
Lifetime value
$18,453
Retention risk
52
Household
2
Household
- Marco Benedetti
- Julia Benedetti
Exposures
- Primary home
- 2020 Ford F-150
Risk profile
- Property
- Standard
- Auto
- Clean MVR
- Liability
- Moderate
- Gap
- See cross-sell
Policies
| Number | Line | Carrier | Premium | Term | Status |
|---|---|---|---|---|---|
| PRO-7770018 | Renters | $547 | 2025-10-01 → 2026-10-01 | Active |
Opportunities & service
- Flood$1,260/yrZone AE with no flood policy · propensity 0.77
- Claim FNOL assistanceWaiting on carrier
- Renewal Nov 21Remarket
Timeline
Captured automatically
- Oct 3call.recordedInbound call · billing question · 4m 08sSystem
- Sep 21email.sentAnnual review summary sentHuman
- Aug 30document.extractedMortgagee letter parsedAI