Viewing as Super admin · Owner · Chris
Customer 360 · Personal · since 2024-03-12
Jasmine Ortiz
Round Rock, TX · Producer Avery Chen · Source: Google Search · Austin Home
Policies
0
Annual premium
$0
Lifetime value
$19,540
Retention risk
12
Household
1
Household
- Jasmine Ortiz
Exposures
- Primary home · 2,840 sq ft
- 2022 Honda Pilot
- 2019 Tesla Model 3
- Teen driver
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