Viewing as Super admin · Owner · Chris
Customer 360 · Personal · since 2022-01-10
Grace & Wen Liu
Savannah, GA · Producer Priya Natarajan · Source: Google LSA · Atlanta
Policies
0
Annual premium
$0
Lifetime value
$11,706
Retention risk
15
Household
2
Household
- Grace Liu
- Wen Liu
Exposures
- Condo · HO-6
- 2023 Lexus RX
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