Allyson's Book of Business

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 4 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 4 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 4 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 2 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 6 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 2 | Create Note

📋 1 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Allyson Cervantes | AWAITING REVIEW Ordered: 09/15/2026 KC | Kayla Curtis - ADMIN | 9/15/26

📋 1 | Pending | Create Requirement / To-Do | 9/14/26 | Overdue | Allyson Cervantes | Additional Information Needed: Holding with companion file | Brianne Brege - ADMIN | 9/14/26

📋 None pending | Create Requirement / To-Do | Notes | 5 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 3 | Pending | Create Requirement / To-Do | 8/18/26 | Overdue | Allyson Cervantes | MISC INQUIRY Ordered: 08/18/2026 THE CLIENT'S AGE HAS CHANGED DUE TO THE PUBLIC RECORD, WHICH HAS CAUSED THE PREMIUM TO GO UP TO $88.20. WILL THE CLIENT ACCEPT THE NEW RATE? Reached out to inform agent KC | Kayla Curtis - ADMIN | 8/18/26

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 1 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Allyson Cervantes | Status Per Carrier: Cancelled. Report gives no reason for the policy to go Not Taken. | Aanya Bennett | 10/28/26

📋 1 | Pending | Create Requirement / To-Do | 10/22/26 | Overdue | Allyson Cervantes | client said she is not going to move forward because she cannot afford it 10/21/26 | Milton White | 10/22/26

📋 1 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Allyson Cervantes | AWAITING REVIEW Ordered: 09/01/2026 KC | Kayla Curtis - ADMIN | 9/2/26

📋 None pending | Create Requirement / To-Do | Notes | 4 | Create Note

📋 2 | Pending | Create Requirement / To-Do | 8/20/26 | Overdue | Allyson Cervantes | AWAITING REVIEW Ordered: 08/20/2026 KC | Kayla Curtis - ADMIN | 8/20/26

📋 1 | Pending | Create Requirement / To-Do | 8/20/26 | Overdue | Allyson Cervantes | AWAITING REVIEW Ordered: 08/20/2026 KC | Kayla Curtis - ADMIN | 8/20/26

📋 1 | Pending | Create Requirement / To-Do | 8/14/26 | Overdue | Allyson Cervantes | AWAITING REVIEW Ordered: 08/13/2026 kC | Kayla Curtis - ADMIN | 8/14/26