Good morning, Sarah
Senior Agent, Personal Lines · 3 unread notifications
CoS Alerts(3)
Coverage Gap: Thompson Manufacturing
Thompson Manufacturing's commercial umbrella coverage dropped below $2M after their revenue grew 30% last year. Based on your agency's coverage adequacy standards, recommend increasing to $3M. Want me to prepare the endorsement?
CE Credits Due in 21 Days
Your continuing education credits are due by April 7th. Per your agency's compliance standards, credits should be completed 30+ days before deadline. You're cutting it close.
Cross-Sell: Chen Medical Group — Cyber Liability
Chen Medical Group has no cyber liability coverage. Given their patient data exposure, this is a cross-sell opportunity worth discussing at their annual review next month.
Action Items(5)
Thompson Manufacturing LLC — Renewal
Commercial package renewal due in 12 days. Coverage gap flagged.
Riverside Family Trust — Annual Review
Personal lines annual review. Home + auto + umbrella.
Martinez Household — Auto Renewal
Auto policy renewal processed by mesh. No changes needed.
Oakwood PTA — Events Policy Renewal
Special events policy auto-renewed by mesh.
Harbor View Restaurant — New Business Quote
Restaurant package quote. Loss runs received. Ready for submission.
Agent Activity(4)
Mesh Activity This Week
14 ACORD forms auto-filled this week
ACORD 125, 126, and 130 forms pre-filled from client data.
6 renewal reminders sent
Automated reminders sent to clients 30+ days before renewal.
3 coverage gap analyses completed
Automated coverage adequacy checks against industry standards.
2 certificate requests processed
Certificate of insurance requests auto-processed and delivered.
Coverage Gap: Thompson Manufacturing
Thompson Manufacturing's commercial umbrella coverage dropped below $2M after their revenue grew 30% last year. Based on your agency's coverage adequacy standards, recommend increasing to $3M. Want me to prepare the endorsement?
CE Credits Due in 21 Days
Your continuing education credits are due by April 7th. Per your agency's compliance standards, credits should be completed 30+ days before deadline. You're cutting it close.
Cross-Sell: Chen Medical Group — Cyber Liability
Chen Medical Group has no cyber liability coverage. Given their patient data exposure, this is a cross-sell opportunity worth discussing at their annual review next month.
Thompson Manufacturing LLC — Renewal
Commercial package renewal due in 12 days. Coverage gap flagged.
Riverside Family Trust — Annual Review
Personal lines annual review. Home + auto + umbrella.
Martinez Household — Auto Renewal
Auto policy renewal processed by mesh. No changes needed.
Oakwood PTA — Events Policy Renewal
Special events policy auto-renewed by mesh.
Harbor View Restaurant — New Business Quote
Restaurant package quote. Loss runs received. Ready for submission.
14 ACORD forms auto-filled this week
ACORD 125, 126, and 130 forms pre-filled from client data.
6 renewal reminders sent
Automated reminders sent to clients 30+ days before renewal.
3 coverage gap analyses completed
Automated coverage adequacy checks against industry standards.
2 certificate requests processed
Certificate of insurance requests auto-processed and delivered.