Viewing as Super admin · Owner · Chris
Customer 360 · Personal · since 2022-03-12
Elena Vasquez
Tucson, AZ · Producer Jordan Reyes · Source: Meta · New Homeowner TX
Policies
1
Annual premium
$3,467
Lifetime value
$5,287
Retention risk
34
Household
1
Household
- Elena Vasquez
Exposures
- Primary home
- 2021 Toyota Highlander
- 2018 Honda Civic
Risk profile
- Property
- Standard
- Auto
- Clean MVR
- Liability
- Moderate
- Gap
- See cross-sell
Policies
| Number | Line | Carrier | Premium | Term | Status |
|---|---|---|---|---|---|
| TRA-7776640 | Auto | $3,467 | 2025-08-01 → 2026-08-01 | Active |
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