Quote Requested
Ortiz Specialty Foods
Caleb Ortiz ยท Prairie Mutual Agency
Premium
$22,400
Target date
Nov 11, 2026
Effective date
Nov 11, 2026
Assigned
Dana
Contact / Company
caleb@ortizfoods.example
Phone
(763) 555-0128
Insurance type
Property
Source
crm import
Today's Actions
Send financing quote
Risk Flags
Target date inside 14 days and not secured
Timeline
Quote sent
Not set
Last contact
Nov 5, 2026
Signed agreement
Missing
Payment
Missing
Notes
Needs quote before carrier invoice deadline.
Tasks
Send financing quote
Initial follow-up for Ortiz Specialty Foods.