Quote Sent
Chen Medical Properties
Iris Chen ยท Civic Risk Group
Premium
$68,200
Target date
Nov 12, 2026
Effective date
Nov 12, 2026
Assigned
Hal
Contact / Company
iris@chenmedical.example
Phone
(612) 555-0176
Insurance type
Commercial Property
Source
agent referral
Today's Actions
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 responseHigh-value deal with no next action
Timeline
Quote sent
Nov 3, 2026
Last contact
Nov 3, 2026
Signed agreement
Missing
Payment
Missing
Notes
High-value property deal with no explicit next action assigned.
Tasks
No tasks yet.