Viewing as Super admin · Owner · Chris
Customer 360 · Personal · since 2021-04-13
The Patel Household
Alpharetta, GA · Producer Jordan Reyes · Source: EverQuote Live Transfers
Policies
1
Annual premium
$1,791
Lifetime value
$15,951
Retention risk
22
Household
2
Household
- Arjun Patel
- Neha Patel
Exposures
- Primary home
- 2021 Toyota Highlander
- 2018 Honda Civic
Risk profile
- Property
- Standard
- Auto
- Clean MVR
- Liability
- Moderate
- Gap
- See cross-sell
Policies
| Number | Line | Carrier | Premium | Term | Status |
|---|---|---|---|---|---|
| TRA-7750152 | Landlord | $1,791 | 2025-04-01 → 2026-04-01 | Active |
Opportunities & service
- Umbrella$420/yrTeen driver and home equity above $600k · propensity 0.82
- Renewal Nov 09Review call
Timeline
Captured automatically
- Oct 3call.recordedInbound call · billing question · 4m 08sSystem
- Sep 21email.sentAnnual review summary sentHuman
- Aug 30document.extractedMortgagee letter parsedAI