Viewing as Super admin · Owner · Chris
Customer 360 · Personal · since 2021-02-11
Tyrone Jackson
Atlanta, GA · Producer Priya Natarajan · Source: Google Search · Austin Home
Policies
1
Annual premium
$3,890
Lifetime value
$22,370
Retention risk
12
Household
1
Household
- Tyrone Jackson
Exposures
- Condo · HO-6
- 2023 Lexus RX
Risk profile
- Property
- Standard
- Auto
- Clean MVR
- Liability
- Moderate
- Gap
- See cross-sell
Policies
| Number | Line | Carrier | Premium | Term | Status |
|---|---|---|---|---|---|
| TRA-7773329 | Home | $3,890 | 2025-03-01 → 2026-03-01 | Pending renewal |
Opportunities & service
- 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