Viewing as Super admin · Owner · Chris
Customer 360 · Commercial · since 2018-08-17
Brightline Dental PLLC
Plano, TX · Producer Jordan Reyes · Source: Customer Referral Program
Policies
1
Annual premium
$4,949
Lifetime value
$10,619
Retention risk
29
Household
1
Household
- Dr. Mei Tan
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 |
|---|---|---|---|---|---|
| NAT-7763396 | BOP | $4,949 | 2025-12-01 → 2026-12-01 | Active |
Opportunities & service
- Certificate of insuranceResolved
- Renewal Nov 17Auto-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