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Demo
Viewing as Super admin · Owner · Chris
Customer 360 · Personal · since 2020-03-12

Gwen Abernathy

Scottsdale, AZ · Producer Priya Natarajan · Source: MediaAlpha Auto Clicks

Policies
2
Annual premium
$1,071
Lifetime value
$12,034
Retention risk
68
Household
1

Household

  • Gwen Abernathy

Exposures

  • Condo · HO-6
  • 2023 Lexus RX

Risk profile

Property
Standard
Auto
Clean MVR
Liability
Moderate
Gap
See cross-sell

Policies

NumberLineCarrierPremiumTermStatus
TRA-7746841UmbrellaTravelers logoTravelers$7392025-11-01 → 2026-11-01Active
PRO-7786573RentersProgressive logoProgressive$3322025-11-01 → 2026-11-01Active

Opportunities & service

  • Renewal Nov 07Auto-renew
  • 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