Book of Business
Your in-force policies, commissions, and renewals — sorted so you always know who to reach out to next.
10 policies
| Policy number | Open service requestSvc | ||||||
|---|---|---|---|---|---|---|---|
| James Sullivan | Whole | POL-771024 | $500,000 | $6,200 | Jun 30, 2021 | Jun 30, 2026 | |
| Maria Gonzalez | Term | POL-664519 | $250,000 | $1,450 | Jul 9, 2019 | Jul 9, 2026 | |
| Angela Pierce | Whole | POL-803311 | $300,000 | $3,750 | Jul 20, 2022 | Jul 20, 2026 | |
| William Chen | Universal | POL-559830 | $1,000,000 | $8,900 | Aug 14, 2018 | Aug 14, 2026 | |
| Daniel Brooks | Universal | POL-918245 | $750,000 | $7,400 | Sep 12, 2020 | Sep 12, 2026 | |
| Robert Nakamura | Term | POL-441207 | $150,000 | $420 | Oct 5, 2017 | Oct 5, 2026 | |
| Priya Raman | Term | POL-102993 | $400,000 | $1,850 | Nov 3, 2023 | Nov 3, 2026 | No open service requests |
| Victor Almeida | Term | POL-205471 | $350,000 | $1,280 | Dec 18, 2024 | Dec 18, 2026 | No open service requests |
| Theresa Vaughn | Whole | POL-337158 | $600,000 | $5,200 | Mar 22, 2015 | Mar 22, 2026 | No open service requests |
| Hannah Lindqvist | Universal | POL-684902 | $500,000 | $4,600 | Apr 8, 2021 | Apr 8, 2026 |