Viewing as Super admin · Owner · Chris
Customer 360 · Commercial · since 2021-09-18
Ridgeback HVAC Inc.
Mesa, AZ · Producer Marcus Bell · Source: Customer Referral Program
Policies
0
Annual premium
$0
Lifetime value
$7,789
Retention risk
29
Household
1
Household
- Cole Danner (owner)
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