Viewing as Super admin · Owner · Chris
Customer 360 · Commercial · since 2023-04-13
Northgate Property Holdings
Dallas, TX · Producer Avery Chen · Source: MediaAlpha Auto Clicks
Policies
0
Annual premium
$0
Lifetime value
$9,204
Retention risk
68
Household
1
Household
- Ben Carver (managing member)
Exposures
- Retail storefront
- Commercial kitchen equipment
- General liability
Risk profile
- Property
- Standard
- Auto
- Clean MVR
- Liability
- Moderate
- Gap
- See cross-sell
Policies
No bound policies yet. Quotes are in progress in Market.
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