Projects

Commercial Umbrella Cross-Sell Campaign

Applied Epic to HubSpot Sync Build

Commercial Producer Hire

Personal Lines Account Manager Coverage Plan

Office Website Refresh

Escalate Applied Epic API ticket

Draft AM coverage plan

Finalize campaign dashboard

Call Meridian Auto Group re renewal

Review 3 renewals inside 30-day window

Prep umbrella campaign week-4 report

Schedule 2 producer interviews

Claims SOP finalized

Phone coverage schedule published

2 renewals bound