Viewing as Super admin · Owner · Chris
Customer 360 · Personal · since 2024-05-14
Claire & David Moreau
Boulder, CO · Producer Marcus Bell · Source: EverQuote Live Transfers
Policies
0
Annual premium
$0
Lifetime value
$13,121
Retention risk
22
Household
2
Household
- Claire Moreau
- David Moreau
Exposures
- Primary home
- 2020 Ford F-150
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
- Billing · payment failedOpen
- 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