Michael Chen
Email
michael.chen@email.comPhone
+1 (555) 987-6543Insurance Type
Auto InsuranceSubmitted
almost 2 years agoUnder Reviewreferral
Client Engagement
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Discussion Points
Coverage Gaps
- •No rental car coverage
- •Low property damage limit for area
Recommendations
- •Add rental car reimbursement
- •Consider increasing property damage to $100K
- •Gap coverage recommended for financed vehicle
Potential Value
Potential annual savings: $240
Based on market analysis of 89 comparable policies
Current Status
Under Review
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Quick Info
Prospect IDprospect-2
Form IDauto-form-1
Assigned Brokerbroker-1