Last Activity Date | Client # | Policy # | Insured Name | New Business | Underwriting | Delivery | Servicing Advisor | Writing Advisor |
---|---|---|---|---|---|---|---|---|
10MAY2013 | P235647 | 080827686 | John Doe | N | Y | N | Serv Agent A | Write Agent A |
01MAY2013 | 080123456 | 0800000086 | Rita Who | N | N | Y | Serv Agent B | Write Agent A |
01MAR2013 | L0079368999 | 08099887 | Sam Thomas | Y | N | N | Serv Agent B | Write Agent C |