File · PRIYA · On Call
Priya Anand
Renewals & Retention · Renewal Book · Rate Reviews · Cross-Sell
Owns the 60-day renewal queue. Runs rate comps at renewal, catches non-renewal notices early, and finds cross-sell openings — home to auto, personal to umbrella.
ENHIP&C + L&H LicensedApplied EpicHawkSoft
36
Calls Today
67
Messages
12
Quotes
16
Jobs
2:38
Avg Handle
99
CSAT
E&O / Licensing / Carrier Compliance
Today's Compliance Log
All Clear2 events1 OSHA0 COI / EPA
- 09:00 · CP-09E&O DocumentationBeacon SaaS renewal — coverage-comparison letter + rate-shop disclosure sent before switching carriers (E&O best practice).· T-3980
- 13:40 · CP-10Continuing Ed / TrainingCyber-liability CE completed (Coalition Academy) — Social Engineering endorsement changes for 2026.
Activity · E1 · SMS
Insured · Beacon SaaS Founder
Home + Auto · Travelers · T-3980
Reason for Contact
Renewal came in +19% — can we shop it?
Receptionist Note
Ran comps in EZLynx across 5 carriers. Openly + Progressive within 4% of expiring premium. Sent side-by-side rate letter + suggested increasing umbrella $1M → $2M (only +$180).
Handled
6m ago
Duration
—
Priority
Routine
Beacon Ridge · Logged to Applied Epic