Client Reports

Harbour Insurance Group had a mixed week — solid execution on the umbrella cross-sell campaign, real problems on the renewal pipeline. Dana and Marcus bound 2 more umbrella policies this week (running total 4 of 8 targeted for the Rock), and the campaign's HubSpot sequence is performing above baseline on open and reply rates. On the other side of the ledger, three renewals are now inside the 30-day window without carrier quotes started — commercial auto for Meridian, GL for Bay Coffee, WC for Elk River. Meridian in particular has emailed twice this week asking for status and the second email hasn't been answered as of Friday afternoon. Applied Epic API sync remains blocked; the vendor timeline pushed to late September which means the Rock will not complete this quarter and needs to be moved back to the Issues List for the next L10. Producer hiring is progressing well: two interviews scheduled for next week for the second commercial-lines seat. Scorecard: 5 measures green, 2 yellow (renewals quoted 60+ days out, avg quote turnaround), 1 red (Meridian email response time). Rock status: 2 on-track, 1 off-track, 1 complete. Health: yellow — leading indicator that the renewals process is fraying under the producer capacity constraint. Recommended action for next week: block 4 hours Monday morning to work the three at-risk renewals; call Meridian directly.