Viewing as Super admin · Owner · Chris
Customer 360 · Commercial · since 2022-05-14
Copper Kettle Bakery LLC
Denver, CO · Producer Avery Chen · Source: Realtor Partner · Keller Williams
Policies
1
Annual premium
$5,438
Lifetime value
$19,868
Retention risk
41
Household
1
Household
- Dana Ruiz (owner)
Exposures
- Retail storefront
- Commercial kitchen equipment
- General liability
Risk profile
- Property
- Standard
- Auto
- Clean MVR
- Liability
- Moderate
- Gap
- See cross-sell
Policies
| Number | Line | Carrier | Premium | Term | Status |
|---|---|---|---|---|---|
| THE-7753463 | BOP | $5,438 | 2025-09-01 → 2026-09-01 | Pending renewal |
Opportunities & service
- Renewal Nov 11Auto-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