30 items in your book
| Effective date | Customer | Product | Prior premium |
Safeco premium |
Premium difference |
Match % / Safeco natural rate |
Quote status | Safeco to issue |
|---|---|---|---|---|---|---|---|---|
| 6/19/2020 | BARR, ROBERT | Auto |
$1,130.00 Annual term |
$1,130.00 Annual term |
$0 0% |
38% $1,809.50 |
Issued Safeco policy: ABC123456 |
|
| 6/24/2020 | BARR, ROBERT | Home |
$1,549.00 Annual term |
$1,245.00 Annual term |
-$304.00 -20% |
29% $2,183.00 |
Issued Agent to provide descriptions for scheduled Jewelry Safeco policy: ABC987654 |
|
| 6/24/2020 | Kypa, Saili | Auto |
$1,904.64 Annual term |
-- | -- | -- | Declined - Loss history |
|
| 6/27/2020 | Lueckenhoff, Bruce | Home |
$1,494.00 Annual term |
$1,404.00 Annual term |
-$90.00 -6% |
-6% $1,404.00 |
Issued Issued per agent request Safeco policy: OF2780872 |
|
| 6/29/2020 | Halaska, Donna (931) 555-2109 |
Home |
$1,474.00 Annual term |
$1,366.00 Annual term |
-$108.00 -7% |
38% $2,372.00 |
Issued Safeco policy: OF2784936 |
|
| 6/29/2020 | Halaska, Donna (931) 555-2109 |
Auto |
$837.00 Annual term |
$837.00 Annual term |
-$0.00 -0% |
1% $841.40 |
Issued Safeco policy: F3563378 |
|
| 7/4/2020 | Newton, Martha | Home |
$1,039.00 Annual term |
$979.00 Annual term |
-$60.00 -6% |
33% $1,561.00 |
Issued Unpaid Prior policy: PAM4500239 Safeco policy: OF2789217 |
|
| 7/7/2020 | Thompson, Janet (901) 555-9012 |
Home |
$1,384.00 Annual term |
$1,292.00 Annual term |
-$92.00 -7% |
23% $1,071.00 |
Issued Safeco policy: OF2785174 |
|
| 7/7/2020 | Thompson, Janet (901) 555-9012 |
Auto |
$972.00 Annual term |
$1,000.00 Annual term |
+$28.00 +3% |
39% $2,267.00 |
Issued Safeco policy: F3563673 |
|
| 7/18/2020 | DAILEY, GABRIEL LABREE | Home |
$2,827.00 Annual term |
-- | -- | -- | Declined - Risk does not qualify |
|
| 7/21/2020 | COLLINS, GREGORY | Home |
$1,070.00 Annual term |
$1,070.00 Annual term |
$0 0% |
0% $1,071.00 |
Issued Safeco policy: OZ4972021 |
8/5/2020 | Johnson, Ronny | Auto |
$1,917.00 Annual term |
$1,917.00 Annual term |
$0 0% |
9% $2,012.00 |
Quoted - Price Match |
| 8/10/2020 | Hollowell, Sharon | Auto |
$806.00 Annual term |
$806.00 Annual term |
$0 0% |
17% $973.60 |
Quoted - Price Match |
|
| 8/16/2020 | BAKER, RUTH | Home |
$3,393.00 Annual term |
$3,690.00 Annual term |
+297.00 +9% |
8% $3,690.00 |
Quoted Hurricane Deductible 5% |
|
| 8/16/2020 | Smith, Todd (907) 555-5678 |
Auto |
$1,918.00 Annual term |
$2,000.00 Annual term |
+$82.00 +4% |
12% $2,345.00 |
Quoted |
|
| 8/21/2020 | Donahue, Craig | Auto |
$1,496.00 Annual term |
-- | -- | -- | Unable to complete - Missing DLN Missing information: DLN for Susan Donahue |
|
| 8/24/2020 | Keith, Tylor | Auto |
$1,528.00 Annual term |
$1,528.00 Annual term |
$0 0% |
13% $1,500.00 |
Quoted - Price Match |
|
| 8/29/2020 | MCKINNEY, BRODIUS | Home |
$2,012.00 Annual term |
$1,600.00 Annual term |
-$403.00 -20% |
25% $1,609.00 |
Quote In Progress |
|
| 8/31/2020 | Hawblitzel, Lynn (615) 555-7654 |
Home |
$1,588.00 Annual term |
$1,472.00 Annual term |
-$116.00 -7% |
5% $1,669.00 |
Quote In Progress Prior policy: HOA0052943676 |
|
| 9/1/2020 | ARCHULETA, EDMUND (314) 505-6543 |
Auto |
$2,593.00 Annual term |
-- | -- | -- | Unable to complete - Missing DLN Missing information: DLN for Maria Archuleta Prior policy: 1079142 |
|
| 9/8/2020 | Hollowell, Sharon | Home |
$2,054.62 Annual term |
-- | -- | -- | Unquoted |
|
| 9/15/2020 | ESCOBAR, TERESA | Auto |
$1,193.00 Annual term |
-- | -- | -- | Missing data required Prior policy: 1078353 |
|
| 9/22/2020 | DONALD, DAN | Auto |
$885.24 Annual term |
-- | -- | -- | Unquoted |
|
| 9/22/2020 | Smith, Sam | Home |
$1,365.32 Annual term |
-- | -- | -- | Unquoted |
|
| 9/29/2020 | Anderson, Karl | Home |
$3,821.21 Annual term |
-- | -- | -- | Unquoted Prior policy: HA0013955723 |
|
| 10/6/2020 | Grijalva, Aida | Auto |
$1,174.00 Annual term |
-- | -- | -- | Unquoted Prior policy: 1843550 |
|
| 10/6/2020 | Grijalva, Aida | Home |
$1,709.00 Annual term |
-- | -- | -- | Unquoted |
|
| 10/9/2020 | Park, John | Home |
$1,825.63 Annual term |
-- | -- | -- | Unquoted |
|
| 10/14/2020 | Lutz, Lisa (423) 555-2345 |
Home |
$2,081.00 Annual term |
-- | -- | -- | Missing data required Prior policy: 1078353 |
|
| 10/15/2020 | Preciado, Emanuel | Home |
$3,077.00 Annual term |
-- | -- | -- | Unquoted |
Customers with missing data
Send the needed information to Safeco using the panel on the right| Effective date | Customer | Product | Prior premium |
Quote status |
|---|---|---|---|---|
| 9/15/2020 | ESCOBAR, TERESA | Auto |
$1,193.00 Annual term |
Missing data required Prior policy: 1078353 |
| 10/14/2020 | Lutz, Lisa (423) 555-2345 |
Home |
$2,081.00 Annual term |
Missing data required Prior policy: 1078353 |
Completed quotes to review
Contact your customers to discuss the details| Effective date | Customer | Product | Prior premium |
Safeco premium |
Premium difference |
Match % / Safeco natural rate |
Quote status | Safeco to issue |
|---|---|---|---|---|---|---|---|---|
| 8/5/2020 | Johnson, Ronny | Auto |
$1,917.00 Annual term |
$1,917.00 Annual term |
$0 0% |
9% $2,012.00 |
Quoted - Price Match |
|
| 8/10/2020 | Hollowell, Sharon | Auto |
$806.00 Annual term |
$806.00 Annual term |
$0 0% |
17% $973.60 |
Quoted - Price Match |
|
| 8/16/2020 | BAKER, RUTH | Home |
$3,393.00 Annual term |
$3,690.00 Annual term |
+297.00 +9% |
8% $3,690.00 |
Quoted Hurricane Deductible 5% |
|
| 8/16/2020 | Smith, Todd (907) 555-5678 |
Auto |
$1,918.00 Annual term |
$2,000.00 Annual term |
+$82.00 +4% |
12% $2,345.00 |
Quoted |
|
| 8/24/2020 | Keith, Tylor | Auto |
$1,528.00 Annual term |
$1,528.00 Annual term |
$0 0% |
13% $1,500.00 |
Quoted - Price Match |
Unable to proceed
It’s up to you to issue a policy for these customers — Safeco’s no longer working on them| Effective date | Customer | Product | Prior premium |
Quote status |
|---|---|---|---|---|
| 8/21/2020 | Donahue, Craig | Auto |
$1,496.00 Annual term |
Unable to complete - Missing DLN Missing information: DLN for Susan Donahue |
| 9/1/2020 | ARCHULETA, EDMUND (314) 505-6543 |
Auto |
$2,593.00 Annual term |
Unable to complete - Missing DLN Missing information: DLN for Maria Archuleta Prior policy: 1079142 |
Issued polices to review
Reach out to customers for any final needs| Effective date | Customer | Product | Prior premium |
Safeco premium |
Premium difference |
Quote status |
|---|---|---|---|---|---|---|
| 7/21/2020 | COLLINS, GREGORY | Home |
$1,070.00 Annual term |
$1,070.00 Annual term |
$0 0% |
Issued Safeco policy: OZ4972021 |
| 7/7/2020 | Thompson, Janet (901) 555-9012 |
Auto |
$972.00 Annual term |
$1,000.00 Annual term |
+$28.00 +3% |
Issued Safeco policy: F3563673 |
| 7/7/2020 | Thompson, Janet (901) 555-9012 |
Home |
$1,384.00 Annual term |
$1,292.00 Annual term |
-$92.00 -7% |
Issued Safeco policy: OF2785174 |
| 7/4/2020 | Newton, Martha | Home |
$1,039.00 Annual term |
$979.00 Annual term |
-$60.00 -6% |
Issued Unpaid Prior policy: PAM4500239 Safeco policy: OF2789217 |
| 6/29/2020 | Halaska, Donna (931) 555-2109 |
Auto |
$837.00 Annual term |
$837.00 Annual term |
-$0.00 -0% |
Issued Safeco policy: F3563378 |
| 6/29/2020 | Halaska, Donna (931) 555-2109 |
Home |
$1,474.00 Annual term |
$1,366.00 Annual term |
-$108.00 -7% |
Issued Safeco policy: OF2784936 |
| 6/27/2020 | Lueckenhoff, Bruce | Home |
$1,494.00 Annual term |
$1,404.00 Annual term |
-$90.00 -6% |
Issued Issued per agent request Safeco policy: OF2780872 |
| 6/24/2020 | BARR, ROBERT | Home |
$1,549.00 Annual term |
$1,245.00 Annual term |
-$304.00 -20% |
Issued Agent to provide descriptions for scheduled Jewelry Safeco policy: ABC987654 |
| 6/19/2020 | BARR, ROBERT | Auto |
$1,130.00 Annual term |
$1,130.00 Annual term |
$0 0% |
Issued Safeco policy: ABC123456 |