Viewing as Super admin · Owner · Chris
Customer 360 · Personal · since 2023-06-15
Kevin & Ashley Monroe
Charlotte, NC · Producer Marcus Bell · Source: Mortgage Partner · Guild
Policies
1
Annual premium
$4,105
Lifetime value
$23,785
Retention risk
18
Household
2
Household
- Kevin Monroe
- Ashley Monroe
Exposures
- Primary home
- 2020 Ford F-150
Risk profile
- Property
- Standard
- Auto
- Clean MVR
- Liability
- Moderate
- Gap
- See cross-sell
Policies
| Number | Line | Carrier | Premium | Term | Status |
|---|---|---|---|---|---|
| TRA-7756774 | Home | $4,105 | 2025-02-01 → 2026-02-01 | Active |
Opportunities & service
- Umbrella$390/yr2 vehicles, recent home purchase · propensity 0.64
- ID cards · vehicle swapOpen
- Renewal Nov 13Remarket
Timeline
Captured automatically
- Oct 3call.recordedInbound call · billing question · 4m 08sSystem
- Sep 21email.sentAnnual review summary sentHuman
- Aug 30document.extractedMortgagee letter parsedAI