Quote Sent
Pierce Hospitality Group
Naomi Pierce ยท Stonebridge Insurance
Premium
$18,400
Target date
Nov 9, 2026
Effective date
Nov 9, 2026
Assigned
Dana
Contact / Company
naomi@piercehospitality.example
Phone
(952) 555-0184
Insurance type
General Liability
Source
website
Today's Actions
Call immediately - target date inside 3 days
Follow up on quote
Reconnect - no contact in 3+ days
Risk Flags
Target date inside 14 days and not securedNo contact in 3+ daysQuote sent but no response
Timeline
Quote sent
Nov 1, 2026
Last contact
Nov 1, 2026
Signed agreement
Missing
Payment
Missing
Notes
Quote sent last week, no response from CFO.
Tasks
Follow up with CFO on quote approval
Initial follow-up for Pierce Hospitality Group.