Viewing as Super admin · Owner · Chris
Customer 360 · Commercial · since 2018-04-13
Harbor Light Yoga
Wilmington, NC · Producer Marcus Bell · Source: Meta · New Homeowner TX
Policies
0
Annual premium
$0
Lifetime value
$23,457
Retention risk
34
Household
1
Household
- Sofia Grant
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