Book of business
Policyholders
Every household and business on the books, with premium at stake and service status.
Total policyholders
10
7 households · 3 commercial accounts
Book premium
$87,785
Annualized, all lines in force
Avg. policies per account
3.2
Cross-sell target is 3.5 by Q3
The ledger
| Policyholder | Location | Agent | Policies | Annual premium | Status | Since |
|---|---|---|---|---|---|---|
Calloway Farms Co-op accounts@callowayfarms.com | Albany, OR | Priya Nair | 6 | $22,640 | Active | 2009 |
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