File · HARPER · On Call
Harper Lang
New Business Intake · Personal Lines Quotes · Home + Auto
9 years front-office at independent agencies. Owns inbound quote requests for personal lines — home, auto, umbrella — and hands bound policies to service.
ENFRP&C Licensed (LA/TX/FL)Applied EpicEZLynx Rater
41
Calls Today
58
Messages
14
Quotes
8
Jobs
3:06
Avg Handle
98
CSAT
E&O / Licensing / Carrier Compliance
Today's Compliance Log
All Clear2 events2 OSHA0 COI / EPA
- 08:40 · CP-01E&O DocumentationDelacroix bundle — recorded coverage-comparison letter to file (E&O trail) before recommending non-renewal replacement.· Q-6210
- 10:12 · CP-02ACORD Form CheckACORD 80 + 90 + wind-mitigation form checked for completeness before carrier submission.· Q-6210
Activity · A1 · Voice Call
Prospect · Delacroix Family
Delacroix HO3 + 2 Autos · Q-6210 · Service: Home + Auto Bundle
Reason for Contact
Non-renewed by Citizens after wind claim — needs HO3 + auto bundle before closing Friday
Receptionist Note
Ran EZLynx across 6 carriers. Progressive + Openly best fit ($4,820/yr bundled). ACORD 80 sent for signature, MVR + CLUE pulled, wind mitigation form requested from prior inspector. Binder-ready pending payment.
Handled
5m ago
Duration
11:22
Priority
Urgent
Beacon Ridge · Logged to Applied Epic