Viewing as Super admin · Owner · Chris
Customer 360 · Personal · since 2023-02-11
Peter Kowalski
Fort Collins, CO · Producer Jordan Reyes · Source: Direct Mail · Phoenix Renewals
Policies
0
Annual premium
$0
Lifetime value
$15,623
Retention risk
52
Household
1
Household
- Peter Kowalski
Exposures
- Primary home
- 2021 Toyota Highlander
- 2018 Honda Civic
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