| Date | Client | Type of Policy | Company | Employee | Reason | Recommendation | Reinstated? | Contact Later? |
|---|---|---|---|---|---|---|---|---|
| 11/15/2019 | David Mellott | 2 | Farmers | Rudy Gonzalez | 2 | Improve our rates. He went with Geico and it was $50 less. He has motorcycle and home insurance with them so it was less. Ask if we can get him back at next renewal he said yes | 0 | 1 |
| 02/12/2018 | Holly Fullerton | Auto | Farmers | |||||
| 01/05/2018 | Timothy Baumgartner | Commercial | Kraftlake-Tapco | |||||
| 04/27/2017 | Kelly Amen | Home, Renters or Condo | Farmers | |||||
| Date | Client | Type of Policy | Company | Employee | Reason | Recommendation | Reinstated? | Contact Later? |