Viewing as Super admin · Owner · Chris
Customer 360 · Personal · since 2019-02-11
Luis Hernández
San Antonio, TX · Producer Marcus Bell · Source: Meta · New Homeowner TX
Policies
2
Annual premium
$5,258
Lifetime value
$8,117
Retention risk
34
Household
1
Household
- Luis Hernández
Exposures
- Primary home
- 2020 Ford F-150
Risk profile
- Property
- Standard
- Auto
- Clean MVR
- Liability
- Moderate
- Gap
- See cross-sell
Policies
| Number | Line | Carrier | Premium | Term | Status |
|---|---|---|---|---|---|
| TRA-7743530 | Auto | $2,997 | 2025-06-01 → 2026-06-01 | Active | |
| TRA-7783262 | Landlord | $2,261 | 2025-06-01 → 2026-06-01 | Active |
Opportunities & service
- Home$2,900/yrMortgage pre-approval signal · propensity 0.51
- Renewal Nov 05Remarket
Timeline
Captured automatically
- Oct 3call.recordedInbound call · billing question · 4m 08sSystem
- Sep 21email.sentAnnual review summary sentHuman
- Aug 30document.extractedMortgagee letter parsedAI