Monday · June 2

Good morning, Corin.

3 active clients. Harbor's renewal is the one to watch this week. Two binders are out for signature, and Cedar's quotes are landing. Everything below is threaded from Outlook, Docusign, and your carrier portals — nothing answered without you.

18days
Harbor renewal
Cyber + E&O
3
Carrier quotes in
Cedar & Co.
2
Awaiting signature
Northwind · Harbor
$23.1K
Premium in force
book healthy

Needs you today

Today · Monday June 2

9:30 AM Renewal review · Harbor Health · Cyber + E&O terms HARBOR
11:00 AM Carrier call · NCX underwriter · Harbor cyber limit
1:00 PM Lunch · own time
2:30 PM New-business call · Cedar & Co. · walk through the three quotes CEDAR
4:00 PM Follow-up · Northwind D&O signature NORTHWIND