Business systems
Quotes and renewals share one board, so a policy coming up for renewal gets a review call before the client starts shopping.
Business solutionsDrag a card to a later column, or use Move. Nothing is sent anywhere.
Quote request
2Auto quote, teen driver addedNew
N. Castillo · Waterford
Personal umbrella
P. and S. Iyer · Mystic
$410
Rating
1Contractor general liability
Ridgeback Roofing · Norwich
$4,600
Proposal sent
1Home and auto
C. Marchetti · Stonington
$3,180
Bound
1Condo policy
J. Whitlock · New London
$540
Renewal review
2Commercial auto, 3 vans
Seaward Heating · Groton
$7,900Two-unit landlord policy
E. Brandt · Westerly
$1,750