Quote Sent
Kim Design Studio
Leah Kim ยท Stonebridge Insurance
Premium
$9,200
Target date
Nov 19, 2026
Effective date
Nov 19, 2026
Assigned
Dana
Contact / Company
leah@kimdesign.example
Phone
(612) 555-0117
Insurance type
Professional Liability
Source
website
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 response
Timeline
Quote sent
Nov 2, 2026
Last contact
Nov 2, 2026
Signed agreement
Missing
Payment
Missing
Notes
Small account, likely quick close if reached today.
Tasks
Follow up on quote
Initial follow-up for Kim Design Studio.