Quote faster. Chase fewer documents.
A brokerage site that collects the right details, keeps renewals moving, and hands clean files to producers.
M
Quote Packet Q-2024-1127In progress
Applicant
Summit Ridge Holdings, LLC
ContactJordan Blake
Emailjblake@summitridge.com
Phone(206) 555-0874
Policy TypeBusiness Owners Policy
Effective Date06/01/2024
Limits$2,000,000 / $4,000,000
Missing documents
5 of 9 complete✓ACORD 125 - Certificate Holder
✓Loss Runs - 3 Years
Signed Acord 130Required
Property ScheduleRequired
W-9Required
Driver List
Equipment Schedule
Carrier comparisonCoverage highlightsNotes & activityDocuments
| Carrier | A.M. Best | Premium | General Liability | Property | Deductible | Bindability |
|---|---|---|---|---|---|---|
| Pinnacle | A+ XV | $6,342 | $2,000,000 | $1,250,000 | $1,000 | Eligible |
| Summit | A XV | $7,128 | $2,000,000 | $1,000,000 | $2,500 | Eligible |
| Northgate | A- VIII | $5,987 | $1,000,000 | $1,000,000 | $2,500 | Restrictions |
AT
Alex Turner
Senior Producer
Senior Producer
Status
Ready for Review
Ready for Review
Next step
Producer to confirm quote
Notify producer ↗Producer to confirm quote
A cleaner file before the producer opens it.
We collect the right details up front, surface what is missing, and organize everything into a file that is ready for a producer decision.
Summit Ridge Holdings, LLC
Q-2024-1127In progress
Q-2024-1127In progress
→
ACORD 125
Certificate Holder
CompleteCertificate Holder
ACORD 130
Application
Missing signatureApplication
Loss Runs
3 Years
Complete3 Years
Property Schedule
Missing→
✓Intake captured
✓Documents collected
✓File organized
□Producer review
✓Bind & issue
Renewals stay visible before they become emergencies.
We track renewal timelines, follow up automatically, and highlight at-risk accounts so you can act early and protect your book.
View renewal pipelineAll Renewals (32)At Risk (7)Due This 30 Days (9)60+ Days Out (16)
| Account | Policy Type | Renewal Date | Days Out | Status | Action |
|---|---|---|---|---|---|
| Summit Ridge Holdings, LLC | BOP | 06/01/2024 | 14 | Due soon | Follow up |
| Pine Creek Construction | GL / Auto | 05/25/2024 | 7 | At risk | Follow up |
| Harborview Properties | Package | 06/15/2024 | 28 | On track | Review |
| Westfield Retail Group | Umbrella | 07/01/2024 | 44 | On track | Review |
| Evergreen Logistics | Auto | 07/20/2024 | 63 | On track | Review |
0 days
Past due15 days
Due soon30 days
On track60+ days
Long range
Past due15 days
Due soon30 days
On track60+ days
Long range