Contacts
People, households, and businesses connected to prospects and clients.
4 records
| Household | Members | Primary residence | Customer status | Primary Producer | Next action | ||||
|---|---|---|---|---|---|---|---|---|---|
Smith HouseholdMy customer | John Smith, Jane Smith | Married couple | 123 Main Street, Haddonfield, NJ 08033 | Active Client Household | Jerome Patterson | 3 | 1 opportunity · 1 service request | Call regarding life review | Today · Email |
Lopez HouseholdMy customer | Maria Lopez | Single adult | 58 Kings Highway, Haddon Heights, NJ 08035 | Prospect Household | Jerome Patterson | 0 | 1 new lead | First follow-up call | Today · Website inquiry |
| Olivia Carter | Single adult | 77 Grove Avenue, Collingswood, NJ 08108 | Prospect Household | Priya Raman | 0 | 1 open quote | Send umbrella options | 2 days ago · Email | |
| Robert Ellis | Single adult | 12 Chestnut Lane, Moorestown, NJ 08057 | Former Client Household | Dana Whitfield | 0 | None | Win-back check-in next quarter | 4 months ago · Cancellation notice |
John Smith, Jane Smith · 123 Main Street, Haddonfield, NJ 08033
3 policies · 1 opportunity · 1 service request · Producer Jerome Patterson
Next: Call regarding life review
Maria Lopez · 58 Kings Highway, Haddon Heights, NJ 08035
0 policies · 1 new lead · Producer Jerome Patterson
Next: First follow-up call
- Carter HouseholdProspect Household
Olivia Carter · 77 Grove Avenue, Collingswood, NJ 08108
0 policies · 1 open quote · Producer Priya Raman
Next: Send umbrella options
- Ellis HouseholdFormer Client Household
Robert Ellis · 12 Chestnut Lane, Moorestown, NJ 08057
0 policies · None · Producer Dana Whitfield
Next: Win-back check-in next quarter