Inbox
AI Assist
David Chen
Needs Reply
10:23 AM
RE: Commercial Auto Quote Request
Thanks for the call yesterday. Can you send over the quote for the 14 vehicles we discussed?
Lisa Thompson
Opportunity
9:45 AM
New business inquiry - Restaurant BOP
Hi, I was referred by Mike at Summit. Looking for coverage for my new restaurant opening in March...
Carrier Notifications
FYI
9:12 AM
Policy renewal reminder - Summit Landscaping
This is a reminder that policy #CGL-2024-1847 is due for renewal on March 1, 2026...
Jennifer Walsh
Urgent
8:30 AM
URGENT: COI needed for job site today
We have a crew starting at a new job site this afternoon and they're asking for proof of insurance...
Industry Newsletter
FYI
7:00 AM
Weekly Insurance Market Update
This week's top stories: Commercial auto rates continue to rise, new cyber liability trends...