Applicants List
3362
523
1899
1065
A Joiner
ajoiner@joinerssi.com
—
Inactive
Aaron Bennet
NA
—
Inactive
Aaron Hall
aaronaj777@aol.com
—
Active Client
Aaron Julian
NA
—
Inactive
Aaron Sanchez
sanchez.aaronsanchez@gmail.com
—
Inactive
Aaron Strom
wowaaron@gmail.com
—
Active Client
Abbigayle Clifton
abbigayleclifton2891@icloud.com
—
Active Client
Abby Christopher
NA
—
Inactive
Abdo Mozeb
smozeb@aol.com
—
Inactive
Abigail & Deon Richardson
abigailwiersma@gmail.com
—
Active Client
Abigail Johnson
abbybaker2018@gmail.com
—
Inactive
Abreon & Aquyla Scott
aquylascott23@gmail.com
—
Inactive
Adam & Celeste Hunt
hunta1983@gmail.com
—
Active Client
Adam & Kari Chaberek
adamachaberek@gmail.com
—
Active Client
Adam Crawford
crawford.adam@comcast.net
—
Inactive
Adam Hopkins
hopkinshill4.0@gmail.com
—
Inactive
Adam Kim & Holley Wingard
ss4adam@gmail.com
—
Active Client
Adam Powell
amp1423@proton.me
2569754694
Active Client
Adam Sparks
NA
—
Inactive
Adam Underwood
NA
—
Inactive
Addie Graves (Addie)
addiegraves22@gmail.com
—
Active Client
Addie Unknown
NA
—
Inactive
Adeli Misterka
NA
—
Inactive
Aditya Patel
adipatel1078@gmail.com
—
Inactive
Adrian Mack
fhondalynmack@gmail.com
—
Inactive
Adriana Unknown
NA
—
Inactive
Adrienne Thomas
NA
—
Inactive
Ahmed Ali
NA
—
Inactive
Aidan Clark
warrior.aidan@gmail.com
—
Inactive
Aidan Smith
ajsmit205@gmail.com
—
Active Client
Aileen McCullouch
aileen.mccullouch69@gmail.com
—
Inactive
Aimee Peterson
NA
—
Inactive
Airielle Scott
mrs.scott2013@aol.com
—
Inactive
Al Baker
rabstandrews@gmail.com
—
Inactive
Al Baker
rabstandrews@gmail.com
—
Inactive
Al-Dharhani Inc. (Moe)
algayeb@hotmail.com
—
Active Client
Alabama Masonry & Restoration LLC
adam@agcomposites.com
—
Active Client
Alan Davis
alandavis754@gmail.com
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Active Client
Alanda Shackleford
NA
—
Inactive
Albert Schilling
NA
—
Inactive
Alberto Armas
NA
—
Inactive
Alecia Pace
acpace114@outlook.com
—
Inactive
Aleksandra Perez-Calderon
Alex.karavaeva@gmail.com
—
Inactive
Alesha Wilson
NA
—
Inactive
Alethia Simmonds
alethohead@gmail.com
—
Inactive
Alex Freidin
af/us@lf-t.net
—
Inactive
Alex Gibson
alex_m_gibson@yahoo.com
—
Inactive
Alex Pedersen
NA
—
Inactive
Alex Porter
alexporter2804@gmail.com
—
Inactive
Alex Smith
dodgeguy635@gmail.com
—
Active Client
All Tasks
JG
Dwelling Fire Renewal - Review 02/25/27
A review is needed for the vacant home policy covering 3506 GAY ST NW, HUNTSVILLE, AL 35810-2728.
JG
Auto Renewal - Review 06/14/26
A review is needed for the auto policy.
JG
Auto Renewal - Review 08/25/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Progressive - Review 09/01/26
A review is needed for the Progressive auto policy.
JG
Auto Renewal - Classic Auto - Review 02/23/27
A review is needed for the classic Safeco auto policy.
JG
Bond Renewal - Review 11/03/28
A review is needed for the notary bond.
JG
Life Renewal - Helen Gibson - 03/01/27
A review is needed for Helen's life insurance policy.
JG
Home and Auto Renewal - Review 03/21/27
Reviews are needed for the home and auto insurance policies.
JG
Cyber Insurance - Setup 02/25/26
Phillip is interested in setting up cyber coverage for the firm. I have emailed SmallBusiness@abais.com the application forms.
JG
Auto Insurance - Setup 02/25/26
Jenson is in the market for auto insurance. I have messaged him prices on 02/24/26.
JG
Auto Renewal - Review 09/22/26
A review is needed for the auto insurance policy.
??
Landlord Home - Setup 02/27/26
Per Melody and Richard's request, I have issued the landlord home policy for 350 Co Rd 347 effective 02/27/26. I have emailed them the declarations pages. The coverages will remain as follows per Richard and Melody's request and acceptance: dwelling at $248,000, other structures at $24,800, household furnishings at $2,000, loss of use at $24,800, premises liability at $500,000, guest medical payments at $5,000, an all other peril deductible at $1,000, and the wind/hail deductible at $2,480. An exterior property inspection has been issued. They will need to sign the application. The mortgage will pay the premium.
JG
Auto Renewal - Review 08/16/26
A review is needed for the auto insurance policy.
JG
Auto Insurance - Setup 02/24/26
Danielle messaged me for auto insurance quote prices. I have messaged her the prices on 02/23/26.
JG
Auto Insurance - Setup 02/23/26
Marcus is in the market for auto insurance. I have messaged him the quote prices.
JG
Addition of Louis Vouton Purse - Eff. 02/22/26
Mark emailed me the request to add the Louis Vuitton purse effective 02/22/26. I have emailed piservice@travelers.com to get the item added.
EG
Add Policy to task
Add Policy to task test.
JG
New Task
Newest task edit.
JG
Auto Renewal - Review 08/09/26
A review is needed for the auto policy.
JG
Auto Renewal - Review 04/08/26
A review is needed for the auto insurance policy.
JG
Appraisal - 02/09/26
Matt needs to get an appraisal for the PAF article. I have emailed him about this on 02/09/26.
EG
Auto Policy Review: 8/9/2026
Review Judy's auto policy before the renewal date.
JG
Home, Auto, and PAF Renewal - Review 03/01/27
Reviews are needed for the home, auto and PAF policies.
JG
Auto Renewal - Review 09/08/26
A review is needed for the auto insurance policy.
EG
Home Insurance Policy Review: 2/7/2027
Review Brianna and Trevor's home policy before the renewal date.
EG
Auto Policy Review: 7/5/2026
Review Teddy's auto policy before the renewal date.
JG
Landlord Home Renewal - Review 09/30/26
A review is needed for the landlord home insurance policy.
JG
Auto Renewal - Review 08/15/26
A review is needed for the auto insurance policy.
JG
Home Renewal - Review 02/04/27
A review is needed for the home insurance.
JG
Home and Auto Renewal - Review 02/15/27
Reviews are needed for the home and auto insurance policies.
EG
Auto Policy Review: 8/5/2026
Review Madison's auto policy before the renewal date.
EG
Home Policy Payment: 5/14/2026
Make sure Nan makes the payment for her Foremost home insurance policy by 5/14/2026.
EG
Get The Sale
Set up home insurance for Elijah.
JG
Motorcycle and Auto Renewal - Review 01/30/27
Reviews are needed for the auto and motorcycle policies.
JG
Auto Renewal - Review 07/30/26
A review is needed for the auto policy.
EG
Auto/Boat Policy Set Up
Tani emailed me wanting quotes for auto and boat.
JG
Home, Auto and Umbrella Insurance - Setup 02/05/26
Stacie is in the market for home, auto and umbrella insurance. I have emailed her quote prices on 02/05/26.
JG
Motorcycle Renewal - Review 02/04/27
A review is needed for the motorcycle policy.
JG
Home and Auto Renewal - Review 07/31/26
Reviews are needed for the home and auto insurance policies.
EG
Get The Sale
Set up auto insurance for Michael.
JG
Auto Renewal - Review 07/23/26
A review is needed for the auto policy.
JG
BOP Renewal - Setup 03/19/27
Big Spring Property Group LLC Lee may want to switch commercial property houses (a total of 4) to our office. 3 houses renew 03/19/27, while one renews 06/04/27. The declaration pages are stored under the profile.
JG
Auto Renewal - Review 07/21/26
A review is needed for the auto insurance policy.
JG
Home and Auto Renewal - Review 01/2027
Reviews are needed for the home and auto insurance policies.
JG
Home, Auto and Umbrella Insurance - Setup 01/22/26
Bill over a phone call requesting his home, auto and umbrella policies be quoted. I have emailed him the quote prices on 01/22/26.
JG
Flood Renewal - Review 03/27/27
A review is needed for the flood insurance policy.
JG
Auto Renewal - Review 07/16/26
A review is needed for the auto insurance policy.
JG
Home and Auto Renewal - Review 02/20/27
Reviews are needed for the home and auto insurance policies.
JG
Home Insurance - Setup 01/22/26
Casey is in the market for home insurance. I have messaged him prices on 01/22/26.
JG
Auto Renewal - Review 07/19/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 07/16/26
A review is needed for the auto insurance policy.
JG
Boat Renewal - Review 02/15/27
A review is needed for the boat insurance policy.
EG
Get The Sale
Set up insurance for Spencer.
JG
Motorcycle Renewal - Review 01/21/27
A review is needed for the motorcycle policy.
JG
Home Renewal - Review 01/05/27
A review is needed for the home insurance policy.
JG
Mobile Home Renewal - Review 01/28/27
A review is needed for the mobile home insurance policy.
JG
Landlord Renewal - Review 02/17/27
A review is needed for the landlord home insurance policy.
JG
Auto Insurance - Setup 01/21/26
Morgan called me requesting auto insurance quotes. I have messaged her prices on 01/21/26.
EG
Get The Sale
Set up life and home insurance for Peter.
EG
Auto Policy Review: 7/17/2026
Review Sandra's auto policy before the renewal date.
JG
Modular Home Insurance - Setup 01/11/26
Sydney is in the market for modular home insurance. I have messaged her prices on 01/11/26.
JG
WC Renewal - Review 01/06/27
A review is needed for the Piper and Leaf WC renewal.
JG
Auto Renewal - Review 07/28/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 06/27/26
A review is needed for the auto insurance policy.
JG
Auto Insurance - Setup 01/09/26
Katherine is in the market for auto insurance. I have messaged her prices on 01/09/26.
JG
Home, Auto and Motorcycle Renewal - Review 01/20/27
Reviews are needed for the home, auto and motorcycle insurance policies.
JG
GL Renewal - Review 12/17/26
A review is needed for the GL policy.
EG
Auto Policy Review: 7/5/2026
Review Anthony's auto policy before the renewal date.
JG
Auto Renewal - Review 07/22/26
A review is needed for the auto insurance policy.
JG
Landlord Home Renewal - Review 01/07/27
A review is needed for the landlord home policy.
JG
WC Renewal - Review 02/23/27
A review is needed for the WC policy.
JG
Auto Renewal - Review 07/20/26
A review is needed for the auto insurance policy.
JG
Boat Renewal - Review 12/22/26
A review is needed for the boat insurance policy.
JG
Mobile Home Insurance - Setup 01/07/26
Lamonica is in the market for mobile home insurance. I have spoken with her and emailed the mobile home quote on 01/07/26. I have emailed Evan Davis the mobile home quote as well on 01/07/26.
JG
Landlord Home Renewal - Review 08/01/26
A review is needed for the landlord home insurance policy.
JG
Flood Renewal - Review 02/06/27
A review is needed for the flood insurance policy.
JG
Home Renewal - Review 10/28/26
A review is needed for the home insurance policy.
JG
GL Renewal - Review 01/10/27
A review is needed for the GL policy.
JG
Auto Renewal - Review 07/06/26
A review is needed for the auto insurance policy.
JG
Landlord Home Renewal - Review 12/25/26
A review is needed for the landlord home policy.
JG
Auto Renewal - Review 07/18/26
A review is needed for the auto insurance policy.
JG
Dwelling Fire Renewal - Review 12/15/26
A review is needed for the dwelling fire policy.
JG
Auto Renewal - Review 06/17/26
A review is needed for the auto insurance policy.
JG
Motorcycle Renewal - Review 12/21/26
A review is needed for the motorcycle insurance policy.
JG
Secondary Home Insurance - Setup 01/04/27
Mark may be in the market for secondary home insurance for 405 Co Rd 177, Crane Hill, AL 35053.
JG
Auto Renewal - Review
The auto insurance policy is set to renew on 01/16/26. I have messaged Adam about this on 12/21/25.
JG
Home and Auto Renewal - Review 07/16/26
Reviews are needed for the home and auto policies.
JG
Auto Insurance - Setup 01/04/27
Robert may be in the market for auto insurance.
JG
Auto Renewal - Review 07/13/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 03/29/26
A review is needed for the auto insurance policy.
EG
Landlord Policy Review: 12/19/2026
Review Sean's landlord policy before it renews.
JG
RV and Auto Renewal - Review 01/13/27
Reviews are needed for the auto and RV policies.
JG
Home Renewal - Review 11/25/26
A review is needed for the home insurance policy.
JG
Home Insurance - Setup 12/18/25
Erika is in the market for home insurance. I have emailed her and Cami Felix a quote on 12/18/25.
JG
Home Renewal - Review 12/22/26
A review is needed for the home insurance policy.
JG
Auto Renewal - Review 04/28/26
A review is needed for the auto insurance policy.
JG
Home Renewal - Review 11/20/26
A review is needed for the home insurance policy.
EG
Get The Sale
Set up insurance for John.
EG
Get The Sale
Set up commercial auto and general liability for Alexander.
JG
Auto Renewal - Review 02/09/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 07/01/26
A review is needed for the auto insurance policy.
EG
Get The Sale
Henry Wynn (the building manager) contacting me saying that he was interested in quotes for his church.
JG
Auto Renewal - Review 07/05/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 07/03/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 06/08/26
A review is needed for the auto insurance policy.
JG
BOP - Setup 01/04/27
Larry may be in the market for BOP insurance.
JG
Auto Renewal - Review 06/09/26
A review is needed for the auto insurance policy.
JG
Boat Renewal - Review 07/26/26
A review is needed for the boat insurance policy.
EG
Mobile Home Policy Review: 9/25/2026
Review Jonathan's mobile home policy before the renewal date.
EG
Renters Policy Review: 12/22/2026
Review Ethan's renters policy before the renewal date.
JG
GL Renewal - Review 08/10/26
A review is needed for the GL policy.
JG
Life Renewal - Review 12/06/26
A review is needed for the life insurance policy.
JG
Beneficiary Change - 12/02/25
The Olives want the contingent beneficiary added for Jennifer Johnson Olive Living Trust. I have issued the DocuSign to Gil on 12/02/25.
JG
Auto Renewal - Review 06/13/26
A review is needed for the auto insurance policy.
JG
Home and Flood Renewal - Review 12/2026
Reviews are needed for the flood and home insurance policies.
JG
Home Renewal - Review 11/17/26
A review is needed for the home insurance policy.
JG
Auto Renewal - Review 05/14/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 06/02/26
Reviews are needed for the three auto insurance policies.
JG
Auto Renewal - Review 05/12/26
A review is needed for the auto policy.
JG
Auto Renewal - Review 05/22/26
A review is needed for the auto insurance policy.
JG
Life Renewal - Key Man - Review 11/20/26
A review is needed for the key man life policy.
JG
Mobile Home Renewal - Review 08/01/26
A review is needed for the mobile home.
EG
Home Policy Review: 11/17/2026
Review Hannah's home insurance policy before the renewal date.
JG
Motorcycle Renewal - Review 11/14/26
A review is needed for the motorcycle insurance.
JG
Motorcycle Insurance - Setup 11/16/25
Takeildric is in the market for motorcycle insurance. I have messaged him options on 11/16/25.
JG
Auto Renewal - Review 04/28/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 06/06/25
A review is needed for the auto insurance policy.
JG
Renters and Landlord Home Renewal - Review 09/25/26
Reviews are needed for the landlord home and renters insurance policies.
JG
Home Renewal - Review 11/14/26
A review is needed for the home insurance policy.
JG
WC Renewal - Review 10/29/26
A review is needed for the WC policy.
JG
Home Renewal - Review 10/01/26
A review is needed for the home insurance policy.
JG
Bond Renewal - Review 12/31/25
A review is needed for the bond.
JG
Auto Renewal - Review 05/12/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 06/02/26
A review is needed for the auto insurance policy.
JG
Landlord Home - 161 Rosemary Ayers Dr - Setup 10/05/26
Ritesh might be in the market for landlord home insurance on 161 Rosemary Ayers Dr, Madison, AL 35758.
JG
Auto Renewal - Review 06/10/26
A review is needed for the auto insurance policy.
JG
GL and WC - Setup 01/05/26
Joshua might be in the market for GL and WC insurance.
JG
Home and Landlord Home Renewal - Review 11/07/26
Reviews are needed for the home and landlord home insurance policies.
JG
GL Renewal - Review 10/27/26
A review is needed for the GL insurance.
JG
Auto Renewal - Review 05/24/26
A review is needed for the auto insurance policy.
JG
Landlord Renewal - Setup 08/2026
Mostafa should renew the landlord home policies for 1021 Mira Vista, 806 Weatherly and 2016 Wrenwood Dr sometime in 08/2026. He may be in the market to switch.
JG
BOP Renewal - Review 08/2026
Mostafa should renew the commercial policy for 3464 AL-53, Huntsville, AL 35806 and 3450 AL-53, Huntsville, AL 35806 sometime in 08/2026. It is a lessor's risk operation.
JG
Auto Renewal - Review 04/10/26
A review is needed for the auto insurance policy.
JG
Home and Auto Renewal - Review 10/10/26
Reviews are needed for the home and auto insurance policies.
JG
Auto Renewal - Review 05/03/26
A review is needed for the auto insurance policy.
JG
Life Renewal - Review 09/16/26
A review is needed for the life insurance policy.
EG
Re-set up auto policy
Ushika wants me to continue looking for auto insurance options even though she found another company.
EG
Renters Policy Review: 10/31/2026
Review Joshua's renters policy before the renewal date.
JG
Auto Renewal - Review 05/21/26
A review is needed for the auto insurance policy.
JG
Insurance Portfolio Renewal - Review 12/01/26
Reviews are needed for the insurance portfolio.
JG
Auto Insurance - Setup 10/30/25
Per Andrew's request over a phone call, I have issued the auto insurance policy effective 10/30/25. I have mailed and emailed Andrew the receipt, application, and ID card. The coverages will remain as follows per Andrew's request and acceptance: bodily injury at 25/50, property damage at 25, uninsured motorist bodily injury at 25/50, medical payments at $1,000, roadside assistance, no collision, no comprehensive, and no rental car reimbursement.
JG
Home Renewal - Review 10/29/26
A review is needed for the home insurance policy.
JG
Dwelling Fire Renewal - Review 10/31/26
A review is needed for the dwelling fire policy.
EG
Get The Sale -- Landlord Insurance
Set up landlord insurance for Josh's old home.
EG
Get The Sale
I sent Jerry quotes but they were too high for him at the moment.
JG
Auto Renewal - Review 05/13/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 04/25/26
A review is needed for the auto insurance policy.
JG
Auto Insurance Renewal - Review 11/10/26
A review is needed for the auto insurance policy.
JG
Home and Auto Renewal - Review 10/25/26
Reviews are needed for the home and auto insurance policies.
JG
Auto Renewal - Review 04/25/26
A review is needed for the auto insurance policy.
JG
Home, Auto and Umbrella and PAF Renewal - Review 04/15/26
The policies are set to renew on 04/15/26. A review is needed.
JG
Boat Renewal - Review 10/31/26
A review is needed for the boat insurance.
JG
Auto Renewal - Review 05/01/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 05/11/26
A review is needed for the auto insurance policy.
JG
Mobile Home Renewal - Review 09/27/26
A review is needed for the mobile home insurance policy.
JG
Home, Auto and Umbrella Insurance - Setup 10/14/25
Kathy is in the market for home, auto and umbrella insurance. I have emailed her quote prices on 10/14/25.
JG
Auto Renewal - Review 05/14/26
A review is needed for the auto insurance policy.
EG
BOP Policy Review: 10/9/26
Review Gail's BOP policy before the renewal date.
EG
Home Policy Review: 10/10/2026
Review Denise's home policy before the renewal date.
EG
Auto Policy Review: 4/10/2026
Review Denise's auto policy before the renewal date.
JG
Auto Renewal - Review 05/01/26
A review is needed for the auto insurance policy.
JG
Renters Renewal - Review 07/01/26
A review is needed for the renters insurance policy.
JG
Commercial Auto - Renewal 10/09/26
A review is needed for the commercial auto insurance policy.
JG
Auto Insurance - Setup 10/12/25
Robbie called me over the phone requesting auto insurance quote options. I have emailed him quote options on 10/12/25.
JG
Home and Auto Renewal - Review 07/29/26
Reviews are needed for the home and auto insurance policies.
JG
Home and Auto Insurance - Setup 10/12/25
Josh is in the market for home and auto insurance. I have messaged Bob the prices on 10/12/25.
JG
Auto Insurance - Setup 10/12/25
Gracie is in the market for auto insurance. I have messaged her car insurance quote options per her request over our phone call.
JG
Auto Renewal - Review 03/02/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 03/14/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 05/10/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 04/08/26
A review is needed for the auto insurance policy.
EG
Get The Sale
Set up home and auto insurance for Helen.
EG
Home Policy Review: 9/26/2026
Review Alex's home policy at the renewal date.
JG
Auto Renewal - Review 04/17/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 03/24/26
A review is needed for the auto insurance policy.
EG
Auto Policy Review: 3/24/2026
Review Drew's auto policy at the renewal date.
JG
Home and Auto Renewal - Review 09/30/26
A review is needed for the home and auto insurance policies.
JG
GL Renewal - Review 09/27/26
A review is needed for the GL policy.
JG
Umbrella Renewal - Review 07/23/26
A review is needed for the umbrella insurance policy.
JG
Home, Landlord, and Auto Renewal - Review 09/12/26
Reviews are needed for the home, auto and landlord home insurance policies.
JG
Auto Renewal - Review 03/12/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 03/23/26
A review is needed for the auto insurance policy.
JG
Home Insurance - Setup 09/26/25
Pramod is in the market for home insurance. I have emailed him what we need to do for the home insurance setup.
JG
Auto Renewal - Review 10/06/26
A review is needed for the auto insurance policy.
JG
Home and Auto Insurance - Setup 09/20/25
Gregg is in the market for home and auto insurance. I have messaged him on 09/09/25 and on 09/20/25.
JG
Auto Insurance - Setup 09/20/25
Jake is in the market for car insurance. I have messaged him on 09/20/25 and 09/09/25.
JG
Auto Renewal - Review 03/21/26
A review is needed for the auto insurance policy.
JG
Home Insurance - Setup 09/19/25
David and Kimberlee are in the market for home insurance. I have emailed Natalie Pridmore and Cami Felix the home quote prices, and have left a message to David over the phone call on 09/19/25.
JG
RV Renewal - Review 06/23/26
A review is needed for the RV policy.
EG
Home Policy Review: 9/18/2026
Review Richard's home policy at the renewal date.
JG
Landlord Home - Setup 09/08/25
Adam messaged me for landlord home insurance quotes. I have messaged him options I found.
JG
Claim - Wreck w/2012 Toyota Tundra - 09/07/25
Jeff was wrecked into while driving the 2012 Toyota Tundra on 09/07/25.
JG
BOP Renewal - Review 04/04/26
A review is needed for the BOP.
JG
CA - Setup 09/05/25
Per Ross' request over a phone call, I have issued the CA policy effective 09/05/25. I have emailed him the ID card, application, and receipt. The coverages will remain as follows per Ross' request and acceptance: bodily injury and property damage at 300 CSL, no medical payments, no uninsured motorist bodily injury, no collision, no comprehensive, no roadside assistance, and no rental car reimbursement.
JG
Home Renewal - Review 07/25/26
A review is needed for the home insurance policy.
EG
Landlord Policy Review: 8/29/2026
Review the landlord policy for 3607 Lakewood Rd home.
EG
Home Policy Review: 9/5/2026
Review Caitlyn's home policy at the renewal date.
JG
Auto Renewal - Review 04/04/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 03/10/26
A review is needed for the auto insurance policy.
JG
Renters Renewal - Review 06/01/26
A review is needed for the renters policy.
JG
Auto Renewal - Review 11/25/25
A review is needed for the auto policy.
JG
Auto Renewal - Review 03/22/26
A review is needed for the auto insurance policy.
EG
Get The Sale
Set up auto insurance for Duncan.
JG
Home Renewal - Review 09/11/26
A review is needed for the home policy.
JG
Auto and Motorcycle Renewal - Review 09/04/26
Reviews are needed for the auto and motorcycle policies.
JG
Auto Renewal - Review 03/23/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 03/19/26
A review is needed for the auto insurance policy.
JG
Home Renewal - Review 09/16/26
A review is needed for the home insurance policy.
JG
Landlord Home Renewal - Review 09/09/26
A review is needed for the landlord home insurance policy.
JG
Home Renewal - Review 08/05/26
A review is needed for the home insurance policy.
JG
Auto Renewal - Review 03/13/26
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 02/28/26
A review is needed for the auto insurance policy.
JG
Renters Renewal - Review 06/19/26
A review is needed for the renters insurance policy.
JG
Auto Renewal - Review 03/18/26
A review is needed for the auto insurance policy.
JG
GL Renewal - Review 08/18/26
A review is needed for the GL policy.
JG
Home and Auto Insurance - Setup 01/05/26
Eli may be in the market for home and auto insurance.
JG
Mobile Home Renewal - Review 06/06/26
A review is needed for the mobile home insurance policy.
JG
BOP Renewal - Setup 09/22/26
Darin should renew the landlord home policy for 3240 Samuel Wear Dr, Sevierville with Erie on 09/22/26. He may be in the market to switch.
JG
Life Renewal - LaDerrick Bell - Review 09/16/26
A review is needed for the life insurance policy.
JG
Mobile Home Renewal - Review 08/01/26
A review is needed for the mobile home policy.
EG
Get The Sale
April emailed me wanting home insurance quotes
JG
Home and Auto Renewal - Review 08/17/26
Reviews are needed for the home and auto insurance policies.
JG
Auto Renewal - Review 02/17/26
A review is needed for the auto insurance policy.
JG
PAF Renewal - Review 08/07/26
A review is needed for the PAF.
JG
Home, Auto and Umbrella Renewal - Review 09/09/26
Reviews are needed for the home, auto and umbrella insurance policies.
JG
Mobile Home Insurance - Setup 08/15/25
Christopher is in the market for mobile home insurance. I have emailed Evan Davis the quote, and have left a message to Christopher on 08/15/25.
JG
Home Renewal - Review 07/07/26
A review is needed for the home insurance policy.
JG
Auto Renewal - Review 02/28/26
A review is needed for the auto insurance policy.
JG
Home Renewal - Review 09/26/26
A review is needed for the home insurance policy.
JG
BOP Renewal - Review 08/03/26
A review is needed for the BOP.
JG
Auto and Renters Renewal - Review 08/13/26
Reviews are needed for the auto and renters insurance policies.
JG
Home Renewal - Review 07/05/26
A review is needed for the home insurance policy.
JG
Auto Renewal - Review 12/03/25
A review is needed for the auto insurance policy.
JG
Motorcycle Renewal - Review 07/23/26
A review is needed for the motorcycle policy.
JG
Life Renewal - Review 08/25/26
A review is needed for the life insurance policy.
JG
Life Renewal - Review 08/03/26
A review is needed for the life insurance policy.
JG
Home Renewal - Review 08/11/26
A review is needed for the home insurance policy.
JG
Landlord Home Renewal - Review 09/18/26
A review is needed for 2411 Springhill Rd NW.
JG
Renters - Setup 08/05/25
Lowell is interested in setting up renters insurance.
JG
Auto Renewal - Review 02/24/26
A review is needed for the auto insurance policy.
JG
Landlord Home Renewal - Review 09/01/26
A review is needed for the policy covering 4812 Aubrey Cir.
JG
Insurance Portfolio Renewal - Review 08/01/26
Reviews are needed for the umbrella, auto and landlord home insurance policies.
JG
GL Renewal - Review 08/30/26
A review is needed for the GL policy.
JG
Home, Auto, Umbrella, and Landlord Home - Setup 08/04/25
Philip is in the market for auto, home, landlord home and umbrella insurance. I have emailed him the quote prices on 08/04/25.
JG
Auto Renewal - Review 02/06/26
A review is needed for the auto insurance policy.
JG
Home and Auto Renewal - Review 08/15/26
Reviews are needed for the home and auto insurance policies.
JG
Commercial Property Renewal - Review 08/15/26
A review is needed for the commercial property policy.
JG
Home and Auto Renewal - Review 07/30/26
Reviews are needed for the home and auto insurance policies.
JG
Home Insurance - Setup 07/30/25
Evan is in the market for home insurance at 3513 7th Ave, Huntsville, AL 35805. I have emailed him the quote on 07/30/25.
JG
Auto Insurance - Setup 07/30/25
Gill is in the market for auto insurance. I have messaged Wade the prices I found.
JG
Home Renewal - Review 05/20/26
A review is needed for the home insurance policy.
JG
Home Renewal - Review 07/03/26
A review is needed for the home insurance policy.
EG
Get The Sale
Dan reached out via email requesting home and auto insurance quotes for him and his wife Kristen.
JG
GL Renewal - Review 07/28/26
A review is needed for the GL policy.
JG
Flood and Home Renewal - Review 04/14/26
Reviews are needed for the home and flood insurance policies.
JG
Claim - Rear End - 07/11/25
Caitlyn was rear-ended on 07/11/25. Claims Assistance is needed.
JG
BOP Renewal - Review 08/17/26
A review is needed for the BOP.
JG
Renters Renewal - Review 09/02/26
A review is needed for the renters insurance policy.
JG
Auto Insurance - Setup 07/15/25
Christian is in the market to setup auto insurance w/Travelers. I have emailed him about this on 07/15/25.
JG
Home Insurance - Setup 07/15/25
Daven called me requesting home insurance quotes for 405 Peck Sutton Rd. I have messaged him prices on 07/15/25 and left him a message on a call back.
JG
Motorcycle Renewal - Review 06/01/26
A review is needed for the motorcycle policy.
JG
Motorcycle Renewal - Review 08/15/26
A review is needed for the motorcycle insurance policy.
JG
Auto Renewal - Review 01/11/26
A review is needed for the auto insurance policy.
JG
Home Renewal - Setup 07/2026
Inez should renew her home insurance on 07/2026.
JG
Home and Auto Renewal - Review 06/17/26
Reviews are needed for the home and auto insurance policies.
JG
Home Renewal - Review 03/10/26
A review is needed for the home insurance policy.
JG
Home Renewal - Review 06/13/26
A review is needed for the home insurance policy.
JG
Home and Auto Renewal - Review 03/26/26
Reviews are needed for the auto and home insurance policies.
JG
Auto Renewal - Review 12/25/25
A review is needed for the auto insurance policy.
JG
Home Insurance - Setup 07/10/25
Michael is in the market for home insurance. I have informed him of the prices over a phone call on 07/10/25, and have emailed Cami the price options.
JG
Auto Renewal - Review 01/23/26
A review is needed for the auto insurance policy.
JG
Motorcycle Renewal - Review 07/03/26
A review is needed for the motorcycle insurance policy.
JG
Home Renewal - Review 08/10/26
A review is needed for the home insurance policy.
JG
Mobile Home Renewal - Review 07/27/26
A review is needed for the mobile home insurance policy.
JG
Home Renewal - Setup 08/27/26
Keila should renew the home insurance on 08/27/26 with Allstate. She may be in the market to switch.
JG
Dwelling Fire Renewal - Review 06/23/26
A review is needed for the dwelling fire policy.
JG
Auto Insurance - Setup 07/02/25
Brice emailed me requesting auto insurance quotes. I have emailed him quote prices on 07/02/25.
JG
Landlord Renewal - Review 07/26/26
A review is needed for the landlord home policy at 23118 Highland Dr.
JG
Home Insurance - Setup 07/01/25
Brice is in the market for home insurance. I have attempted to call Brice's cell phone, but could not leave a message due to the mailbox being full. I have emailed him and Cami the quote prices.
JG
Home Renewal - Review 07/15/26
A review is needed for the home insurance policy.
JG
Home Insurance - Setup 06/30/25
Christian is in the market for home insurance. I have emailed him the quote prices on 06/30/25 per his request over a phone call. I have emailed Cami Felix the prices on 06/30/25 as well.
JG
Home and Auto Renewal - Review 06/16/26
Reviews are needed for the home and auto insurance policies.
JG
Renters Renewal - Review 07/01/26
A review is needed for the renters insurance policy.
JG
Renters Renewal - Review 06/30/26
A review is needed for the renters insurance policy.
JG
Auto Renewal - Review 12/10/25
A review is needed for the auto insurance policy.
JG
Auto Renewal - Review 11/26/25
A review is needed for the auto insurance policy.
JG
Home and Auto Renewal - Review 05/26/26
Reviews are needed for the home and auto insurance policies.
JG
Dwelling Fire Renewal - Review 07/18/26
A review is needed for the vacant home policy at 1593 Powell School Rd.
JG
GL Renewal - Review 08/04/26
A review is needed for the GL policy.
JG
GL Renewal - Review 08/04/26
A review is needed for the GL insurance.
JG
Auto Renewal - Review 12/26/25
A review is needed for the auto insurance policy.
JG
Auto Insurance - Setup 01/05/26
Julia may be in the market for auto insurance.
JG
Home Renewal - Review 05/31/26
A review is needed for the home insurance policy.
JG
Landlord Home Renewal - Setup 04/15/26
Vinay should renew the landlord home insurance for 3106 Pulaski Pike NW, Huntsville, AL 35810 with Auto-Owners on 04/15/26. He may be in the market to switch.
JG
GL Renewal - Review 07/10/26
A review is needed for the GL policy.
JG
Home Renewal - Review 06/01/26
A review is needed for the home insurance policy.
JG
Home Renewal - Setup 05/03/26
The home insurance should renew with Allstate effective 05/03/26. Madison and Devon may be in the market to switch.
JG
Life Renewal - Review 04/11/26
A review is needed for the life insurance policy.
JG
Auto Insurance - Setup 06/10/25
Bobby is in the market for auto insurance. I have messaged Randy prices on 06/10/25.
JG
Auto and Renters Renewal - Review 06/06/26
Reviews are needed for the auto and renters insurance policies.
JG
Commercial Auto - Setup 06/08/26
Artem should renew his Progressive Direct commercial auto policy on 06/08/26. He may be in the market to switch.
JG
Auto Renewal - Setup 05/28/26
Zachary and Brittany will renew a Progressive car policy on 05/28/26. They may be in the market to switch.
EG
Home Insurance Policy Review: 6/6/2026
Review Erwin's auto policy at the renewal.
JG
GL Renewal - Review 06/07/26
A review is needed for the general liability insurance policy.
EG
Motorcycle Policy Review: 6/12/2027
Review Kobe's motorcycle policy at the renewal.
JG
Auto Renewal - Review 01/02/26
A review is needed for the auto insurance policy.
JG
Home Renewal - Review 06/30/26
A review is needed for the home insurance policy.
JG
Mobile Home Renewal - Review 06/21/26
A review is needed for the mobile home insurance policy.
JG
Commercial Auto Renewal - Setup 05/13/26
The McCartha's commercial auto policy is set to renew on 05/13/26 with Haulers. They may be in the market to switch.
JG
BOP and Umbrella Renewal - Review 05/15/26
Reviews are needed for the BOP and umbrella policies.
JG
Auto Renewal - Review 11/25/25
A review is needed for the auto insurance policy.
JG
Mobile Home Insurance - Setup 05/27/25
Veronica is in the market for mobile home insurance. I have emailed Evan Davis and Nick Jackson the quote on 05/27/25.
JG
Home and Auto Renewal - Review 06/16/26
A review is needed for the home and auto insurance policies.
JG
Renters Insurance - Renewal 07/04/26
A review is needed for the renters insurance policy.
JG
Home Renewal - Review 05/25/26
A review is needed for the home insurance policy.
JG
Home Renewal - Review 04/18/26
A review is needed for the home insurance policy.
JG
Home Renewal - Review 05/21/26
A review is needed for the home insurance policy.
JG
Home and Umbrella Renewal - Review 06/16/26
Reviews are needed for the home and umbrella insurance policies.
JG
Mobile Home Insurance - Setup 05/19/25
Ruth and Thomas are in the market for mobile home insurance. I have left Ruth a message on 05/19/25.
JG
Mobile Home Insurance - Setup 05/19/25
Dian is in the market for mobile home insurance. I have spoken with her over a phone call and emailed her the quote on 05/19/25. I have emailed Evan Davis the quote on 05/19/25 as well.
JG
Jet Ski Renewal - Review 06/21/26
A review is needed for the jet ski insurance.
JG
Home Renewal - Review 05/24/26
A review is needed for the home insurance policy.
JG
Boat Renewal - Review 04/12/26
A review is needed for the boat insurance policy.
JG
Mobile Home Renewal - Setup 04/05/26
Scott should renew his mobile home insurance effective 04/05/26 with American Bankers Insurance Company of Florida. He may be in the market to switch.
JG
Home and Auto Renewal - Review 05/2025
The home and auto insurance policies are set to renew on 05/21/25 and 05/22/25 respectively.
JG
Home Insurance Renewal - Review 05/29/26
A review is needed for the home insurance policy.
JG
Home, Landlord and Auto Renewal - Review 05/04/26
Reviews are needed for the home, auto and landlord home insurance policies.
JG
Renters Renewal - Review 05/21/26
A review is needed for the renters insurance policy.
JG
Motorcycle Renewal - Review 05/19/26
A review is needed for the motorcycle insurance policy.
JG
Renters Insurance - Setup 05/14/25
Chris is interested in setting up renters insurance.
JG
Auto Insurance - Setup 05/12/25
Lacey messaged me requesting auto insurance prices. I have messaged her prices on 05/12/25.
JG
Auto Insurance - Setup 05/09/25
Cameron is in the market for auto insurance. I have messaged him prices on 05/09/25.
JG
Bond Review - 05/08/26
The bond is set to expire on 05/08/26.
JG
Home Renewal - Review 05/31/26
A review is needed for the home insurance.
JG
Commercial Umbrella Renewal - Review 04/28/26
A review is needed for the commercial umbrella policy.
JG
Home Renewal - Review 06/25/26
A review is needed for the home insurance.
JG
Renters Renewal - Review 05/06/26
A review is needed for the renters insurance policy.
JG
Landlord Home Renewal - Review 05/17/26
A review is needed for the landlord home insurance policy.
JG
Home and Auto Renewal - Review 05/10/26
A review is needed for the home and auto insurance policies.
JG
Home Renewal - Setup 05/06/26
Andre should renew his home insurance on 05/06/26. He may be in the market to switch.
JG
E&O Renewal - Review 04/23/26
A review is needed for the E&O insurance policy.
JG
Motorcycle Renewal - Review 05/04/26
A review is needed for the motorcycle insurance policy.
JG
Home Renewal - Review 04/03/26
A review is needed for the home insurance.
JG
Landlord Home Renewal - Review 04/30/26
A review is needed for the property at 521 10th Ave.
JG
Auto Insurance - Setup 05/05/25
Per Sandy's request over a phone call, I have texted her auto insurance options on 05/05/25. She is interested in setting up auto insurance after her divorce.
JG
GL Renewal - Review 05/22/26
A review is needed for the GL insurance policy.
JG
Home Renewal - Setup 05/27/26
Zachary should renew his home insurance with ASI on 05/27/26. He may be in the market to switch.
JG
Motorcycle Insurance - Setup 05/02/25
Lakeith is in the market for motorcycle insurance. I have spoken with him on 05/02/25, I have emailed him the quote options per his request.
EG
Landlord Home Policy Review: 5/2/2026
Review the policy for 386 Jasmine Dr, Madison AL 35757 at the renewal.
JG
Home and Auto Renewal - Setup 05/2026
Kevin should renew his auto and home insurance policies with Allstate effective 05/14/26 and 05/19/26 respectively. He may be in the market to switch.
JG
Motorcycle Insurance - Setup 01/05/26
Brandon may be in the market for motorcycle insurance.
JG
Auto Insurance - Setup 01/05/26
Chris might be in the market for auto insurance.
EG
RV Policy Review: 4/5/2026
Review Mel's RV policy at the renewal.
EG
Home Policy Review: 4/30/2026
REview Joshua's home policy at the renewal.
EG
Landlord Home Policy Review: 4/23/2026
Review Donald's landlord home policy at the renewal.
JG
Renters Renewal - Review 05/06/26
A review is needed for the renters insurance policy.
JG
Home Renewal - Review 03/10/26
A review is needed for the home insurance.
JG
Auto Insurance - Setup 04/18/25
Robert is in the market for auto insurance. I have messaged him prices on 04/18/25.
JG
Home and Auto Renewal - Review 05/15/26
Reviews are needed for the home and auto insurance policies.
JG
Home and Auto Renewal - Review 04/29/26
Reviews are needed for the home and auto insurance policies.
JG
Life Renewal - Review 04/02/26
A review is needed for the life insurance policy.
JG
Auto Insurance - Setup 04/14/25
Mariana is in the market for auto insurance. I have messaged her prices on 04/14/25.
EG
114 Blackwell Ct Landlord Policy Review
Review the landlord home policy for 114 Blackwell Ct with Himanshu at the renewal.
JG
Home Renewal - Review 05/18/26
A review is needed for the home insurance policy.
JG
Home and Auto Renewal - Review 03/01/26
Reviews are needed for the auto and home insurance policies.
JG
Home and Auto Renewal - Review 04/28/26
Reviews are needed for the home and auto insurance policies.
JG
Home and PAF Renewal - Review 05/28/26
Reviews are needed for the PAF and home insurance policies.
JG
Auto Renewal - Review 05/14/26
A review is needed for the auto insurance policy.
JG
Home Renewal - Review 05/12/26
A review is needed for the home insurance policy.
JG
Renters Renewal - Review 04/23/26
A review is needed for the renters insurance policy.
JG
Auto Insurance - Setup 01/05/26
Les might be in the market for auto insurance.
JG
Home and Auto Renewal - Review 05/02/26
Reviews are needed for the home and auto insurance policies.
JG
Auto Insurance - Setup 04/03/25
Sara and Timothy are in the market for auto insurance. I have messaged Sara the prices on 04/03/25.
JG
BOP renewal - Review 03/29/26
A review is needed for the BOP.
EG
Home Policy Review: 4/2/2026
Review Brittan's home policy before the renewal.
JG
Home Renewal - Review 02/28/26
A review is needed for the home insurance policy.
JG
Home Insurance Renewal - Setup 04/18/26
Danielle should renew her home insurance on 04/18/26. She may be in the market to switch.
JG
Transfer - 03/31/25
Paul is interested in transferring his Travelers policies to our office.
JG
Home Insurance - Setup 03/29/25
Lynn's home insurance policy is set to renew on 04/12/25 with Auto Owners. She is interested in home insurance options.
JG
Auto Renewal - Review 10/24/25
A review is needed for the auto insurance.
JG
Auto and Renters Insurance - Setup 03/27/25
Yolande called and messaged me requesting auto and renters insurance quotes. I have messaged her quote options on 03/27/25.
EG
Home Policy Review: 4/16/2026
Review Stephanie's home policy at the renewal.
EG
Home Policy Review: 3/24/2026
Review Drew's home policy at renewal.
EG
Auto Policy Review: 9/24/2025
Review Drew's auto policy at renewal.
JG
Home and Auto Renewal - Review 02/21/26
Reviews are needed for the home and auto insurance policies.
JG
Auto Renewal - Setup 02/19/26
Karen and Sang should renew the Progressive Direct auto insurance effective 02/29/26. They may be in the market to switch.
JG
Boat Renewal - Review 05/01/26
A review is needed for the boat insurance policy.
JG
Home Renewal - Review 04/08/26
A review is needed for the home insurance policy.
JG
Motorcycle Renewal - Review 04/29/26
A review is needed for the motorcycle insurance renewal.
JG
Home Renewal - Review 03/01/26
A review is needed for Erica's home insurance.
JG
Home Renewal - Review 02/12/26
A review is needed for the home insurance.
JG
Mobile Home Renewal - Review 08/01/25
A review is needed for the mobile home insurance policy.
JG
Auto Renewal - Review 09/23/25
A review is needed for the auto insurance.
JG
Auto Insurance - Setup 01/05/26
Martha may be in the market for auto insurance.
JG
Home Renewal - Setup 02/2026
Melody should renew her home insurance with Allstate in 02/2026. She may be in the market to switch.
JG
Auto Insurance - Setup 01/05/26
Brenda may be in the market for auto insurance.
JG
Home, Auto, Umbrella, Motorcycle and Boat Renewal - Setup 03/12/26
Bill should renew his home, auto and umbrella policies around 03/12/26. He may be in the market to switch.
JG
Home Insurance - Setup 03/14/25
Punpid is in the market for home insurance for the property at 6523 Willow Springs Blvd. I have messaged her prices on 03/14/25.
JG
Mobile Home Renewal - Review 03/03/26
A review is needed for the mobile home insurance policy.
JG
GL Renewal - Setup 01/12/26
The GL policy should renew on 01/12/26. The association may be in the market to switch.
JG
GL Renewal - Review 02/27/26
A review is needed for the general liability policy.
JG
Home and Auto Renewal - Setup 02/2026
Todd should renew his home and auto policies effective 02/2026 with Farm Bureau. Exact renewal date is unknown.
JG
Auto and Renters Insurance - Setup 01/05/26
Keith may be in the market for auto and renters insurance.
JG
Home and Auto Insurance - Setup 01/05/26
Danny may be in the market for home and auto insurance.
JG
BOP Renewal - Review 05/10/26
A review is needed for the home insurance.
JG
Home and Auto Renewal - Review 03/09/26
Reviews are needed for the home and auto insurance policies.
JG
Auto Renewal - Setup 03/26/26
Anna's car insurance is set to renew with State Farm on 03/26/26. She is listed on her parent's policy. She may be in the market to switch.
JG
Home Renewal - Setup 01/21/26
The home insurance should renew on 01/21/26 with State Farm. Samuel may be in the market to switch at that time.
JG
HOA Renewal - Setup 05/26/26
The board should be renewing the State Farm policy on 05/26/26. The board may be in the market to switch.
JG
Auto Insurance - Setup 01/05/26
Ian may be in the market for auto insurance.
JG
Home Insurance - Setup 03/05/25
Shemetrice is in the market for home insurance. I have left a message to her on 03/05/25 and emailed the quote prices to Cami.
JG
Home Renewal - Review 04/03/26
A review is needed for the home insurance.
JG
Dwelling Fire - Setup 03/04/25
Melody is in the market for vacant/builders risk for 350 Co. Rd. 347 Trinity AL. I have messaged her options on 03/04/25.
JG
Motorcycle Renewal - Review 03/15/26
A review is needed for the motorcycle insurance policy.
JG
Renters Renewal - Review 03/01/26
A review is needed for the renters insurance policy.
JG
Auto Renewal - Review 09/30/25
A review is needed for the auto insurance.
JG
Home Renewal - Review 04/01/26
A review is needed for the home insurance.
JG
Bond Renewal - Review 01/02/26
A review is needed for the bond.
JG
Auto Renewal - Setup 03/03/26
Martha should renew her auto insurance with Geico on 03/03/26. She may be in the market to switch.
JG
GL Renewal - Review 02/26/26
A review is needed for the GL insurance.
JG
Mobile Home Renewal - Review 12/31/25
A review is needed for the mobile home policy.
JG
Landlord Home Renewal - Review 03/14/26
A review is needed for the landlord home policy.
JG
Commercial Property - Setup 02/26/25
Barbara is interested in commercial property insurance. I have emailed her prices on 02/26/25.
JG
Renters Renewal - Review 02/26/26
A review is needed for the renters insurance.
JG
Home Renewal - Review 04/01/26
A review is needed for the home insurance.
JG
Umbrella and Auto Renewal - Review 03/22/26
Reviews are needed for the umbrella and auto policies.
EG
Landlord Policy Review: 2/28/2026
Review Austin's landlord policy once it renews.
JG
Boat Renewal - Review 03/25/26
A review is needed for the boat insurance.
JG
Auto Renewal - Review 03/09/26
A review is needed for the auto insurance.
JG
Home Renewal - Review 03/23/26
A review is needed for the home insurance.
JG
Home Renewal - Setup 01/02/26
Pamela should renew her home insurance on 01/02/26. She may be in the market to switch.
JG
Home Insurance - Setup 01/05/26
Alexis may be in the market for home insurance at her primary address or at 9202 Navios Dr SE, Huntsville, AL 35803.
JG
Auto Insurance - Setup 01/05/26
Nathan might be in the market for auto insurance.
JG
Home and Auto Insurance - Setup 01/05/26
David may be in the market for home and auto insurance.
JG
Auto and Motorcycle Insurance - Setup 01/05/26
DJ might be in the market for auto and motorcycle insurance.
JG
Life Renewal - Review 01/01/26
A review is needed for the life insurance.
JG
Home Renewal - Setup 01/24/26
The home insurance should renew effective 01/14/26 with Cincinnati. Meaghan has setup the policy there with Peck Glasgow, she now works there.
JG
Home and Auto Renewal - Review 01/17/26
Reviews are needed for the home and auto insurance policies.
JG
Motorcycle Renewal - Review 03/28/26
A review is needed for the motorcycle insurance policy.
JG
Landlord Home Renewal - Reviews 01/10/26
Reviews are needed for the landlord policies of 615193228-653-1, 615193223-653-1, 615193224-653-1, and 615193226-653-1.
JG
Landlord Home - Setup 02/15/25
Melody is in the market for landlord home insurance on 1102 5th Ave, Athens AL. I have messaged her prices on 02/15/25.
JG
Mobile Home Insurance - Setup 02/14/25
Yael Jarquin is in the market for mobile home insurance. I have emailed Jason the quote and have messaged Yael Jarquin about going over the options.
EG
Get The Sale
Set up Steve's home and auto insurance.
JG
Dwelling Fire Renewal - Setup 02/20/26
Austin should renew the dwelling fire policy for 9018 Mahogany Row SE, Huntsville AL with Steadily in 02/20/26. They may be in the market to switch. I have uploaded the prior term Steadily policy to EZLYNX.
JG
Motorcycle Renewal - Review 03/23/26
A review is needed for the motorcycle insurance policy.
JG
Auto Renewal - Setup 01/16/26
John should renew the car insurance 01/16/26. He may be in the market for renters, auto and motorcycle insurance.
JG
Bond Review - 11/08/26
A review is needed for the bond.
JG
Home Renewal - Setup 01/2026
Jeff should renew his home insurance sometime in 01/26. Exact renewal date and company is currently unknown.
JG
Home Renewal - Setup 01/2026
Lindsay should renew her home insurance sometime in 01/2026. She may be in the market to switch.
JG
Auto Insurance - Setup 01/05/26
McKenzie may be in the market for auto insurance.
JG
Life Renewal - Review 02/20/26
A review is needed for the life insurance.
JG
Umbrella Renewal - Review 02/09/26
A review is needed for the umbrella policy.
JG
GL Renewal - Review 02/04/26
A review is needed for the GL insurance.
JG
Motorcycle Renewal - Review 12/09/25
A review is needed for the motorcycle insurance.
EG
Get The Sale
Matthew emailed me requesting home and auto quotes.
JG
GL Renewal - Setup 02/24/26
The GL insurance is set to renew on 02/24/26. Forrest may be in the market to switch.
JG
GL - Setup 01/05/26
King & Sons LLC might be in the market for GL insurance.
JG
Mobile Home Renewal - Review 08/22/25
A review is needed for the mobile home insurance policy.
JG
Auto Renewal - Setup 01/2026
Craig should renew his auto insurance with Progressive Direct around 01/2026.
JG
Auto Renewal - Review 03/01/26
A review is needed for the auto insurance.
JG
Home Renewal - Review 02/21/26
A review is needed for the home insurance.
JG
Home Renewal - Review 03/11/26
A review is needed for the home insurance.
JG
Mobile Home Renewal - Review 12/31/24
A review is needed for the mobile home insurance policy.
JG
Car Insurance - Setup 06/2025
Ruth was interested in auto insurance when we originally spoke on 01/14/25, but the premiums were too high due to prior incidents. One incident may roll off in the summer.
JG
BOP Renewal - Setup 01/2026
Dan Eight should renew their policy sometime in January with Harbarger's office. They may be in the market to switch.
JG
Home Renewal - Review 02/06/26
A review is needed for the home insurance.
JG
Landlord Home Renewal - Setup 02/21/26
Dean should be renewing landlord home insurance for 1010 Rose Rd in Albertville on 02/21/26.
JG
Home and Auto Insurance - Setup 01/06/25
John is interested in reviewing home and auto insurance options closer to his home renewal date with USAA on 03/18/25. I have emailed him prices per his request on 01/06/25.
JG
Home Renewal - Review 01/23/26
A review is needed for the home insurance.
JG
Auto Renewal - Setup 01/03/26
Tyler should renew his auto insurance with Allstate on 01/03/26. He may be in the market to switch.
JG
GL Renewal - Review 02/23/26
A review is needed for the GL policy.
JG
Home Insurance - Setup 01/02/25
Jennifer is in the market for home insurance. I have spoken with her on 01/02/25 and emailed her the quote option with Progressive. I have emailed Cami the Safeco and Progressive quote options on 01/02/25 as well.
JG
Landlord Home Renewal - Review 01/01/26
Reviews are needed for the landlord home policies.
JG
Auto Insurance - Setup 01/05.26
Arnisha may be in the market for auto insurance.
JG
Home Renewal - Setup 12/23/25
Jeffery should renew the home insurance with Farmers on 12/23/25. He may be in the market to switch.
JG
Renters Renewal - Review 12/16/25
A review is needed for the renters insurance.
JG
Portfolio Renewal - Setup 01/2026
The commercial auto, property, workers compensation, and general liability policies are set to renew on 01/2026. The church may be in the market to setup new policies.
JG
Commercial Auto Insurance - Setup 12/17/24
Micah is in the market for commercial auto insurance.
JG
Home Insurance - Setup 01/06/25
Jacob might be in the market for home insurance.
JG
Home Renewal - Setup 11/21/25
Wyndi should renew her home insurance on 11/21/25. She may be in the market to switch.
JG
Auto Insurance - Setup 01/06/25
Jarvis may be in the market for car insurance.
JG
Home Renewal - Setup 11/2025
Cornelieus should renew his home insurance sometime in 11/2025. Current company is unknown. He may be in the market to switch.
JG
Motorcycle and Auto Renewal - Setup 12/05/25
Cornelieus should renew his auto and motorcycle insurance policies on 12/05/25. He may be in the market to switch.
JG
Home and Auto Insurance - Setup 01/06/25
Casey may be in the market for home and auto insurance to be setup.
JG
Auto Renewal - Setup 12/24/25
Lauren and Andrew should renew the car insurance with State Farm on 12/24/25. They may be in the market to switch.
JG
Auto Renewal - Review 12/01/25
A review is needed for the auto insurance.
JG
Home and Auto Renewal - Setup 12/17/25
Marlene's home insurance is set to renew on 12/17/25, the auto insurance is set to renew on 01/01/26. The company is with Allstate. Marlene might be in the market to switch.
JG
Auto Renewal - Setup 12/2025
Rajendrakumar will renew with Geico sometime in 12/2025. He may be in the market to switch.
JG
Renters Renewal - Review 11/25/25
A review is needed for the renters insurance policy.
JG
Bond Review - 12/15/25
A review is needed for the bond.
JG
Home Renewal - Setup 11/2025
The Flynns should renew their home insurance with Alfa on 11/2025.
JG
Home Renewal - Setup 12/22/25
The home insurance should renew with Orion180 on 12/22/25. The Bantas may be in the market to switch.
JG
Home Renewal - Setup 11/2025
Gabriel should renew his home insurance with USAA sometime in 11/2025.
JG
Home Renewal - Setup 10/13/25
April should renew the home insurance with State Farm on 10/13/25. She may be in the market to switch.
JG
Motorcycle Insurance - Setup 01/06/25
Joshua may be in the market for motorcycle insurance.
JG
Auto Renewal - Setup 12/2025
Sarah should renew her Allstate car insurance sometime in 12/2025. She may be in the market to switch.
JG
Home Renewal - Setup 12/2025
Mary should renew her new home insurance sometime in 12/2025. She may be in the market to switch.
JG
Home Renewal - Review 10/29/25
A review is needed for the home insurance.
JG
Home and Auto Insurance - Setup 01/06/25
This prospect may be in the market for home and auto insurance.
JG
Auto Renewal - Review 05/04/25
A review is needed for Daphne's auto insurance.
JG
Mobile Home Insurance - Setup 11/26/24
Ryan is in the market for mobile home insurance. I have spoken with Ryan and emailed him the quote on 11/26/24. I have emailed Evan Davis the quote also on 11/26/24.
JG
Landlord Renewal - Review 12/04/25
A review is needed for 169 Harold Murphy Dr.
JG
Landlord Renewal - Review 11/27/25
A review is needed for the property at 228 Whitestone Dr NE.
JG
Auto Renewal - Setup 11/21/25
Anna and Jeremy should renew their car insurance on 11/21/25 with Country Financial. They may be in the market to switch.
JG
Auto Renewal - Setup 11/24/25
Vicki should renew her car insurance with State Farm on 11/24/25. She may be in the market to switch.
JG
Home Renewal - Setup 09/30/25
Dustin and Charley may be in the market for home insurance. They renew their policy on 09/30/25.
JG
Mobile Home Renewal - Review 10/23/25
A review is needed for the mobile home insurance.
JG
Home Renewal - Setup 10/2025
Andrew should renew his home insurance sometime in 10/2025. The renewal company date and company is currently unknown.
JG
Auto Renewal - Setup 10/31/25
Jeff should renew the car insurance 10/31/25. He may be in the market to switch.
JG
Home Renewal - Setup 11/20/25
Matt should renew renew his home insurance with USAA on 11/20/25. He may be in the market to switch.
JG
Auto Renewal - Setup 11/04/25
Keith should renew his auto insurance with State Farm effective 11/04/25. He may be in the market to switch.
JG
Mobile Home Insurance - Setup 11/15/24
Melissa is in the market for mobile home insurance. I have spoken with and emailed her the quotes on 11/14/24. I have emailed Nick the quote on 11/14/24 as well.
JG
GL - Setup 11/14/24
This firm needs GL setup.
JG
Auto Insurance - Setup 11/12/24
Rylee is in the market for auto insurance. I had messaged him prices on 11/11/24. He requested to look at auto insurance options again in the new year.
JG
Mobile Home Renewal - Review 08/28/25
A review is needed for the mobile home insurance.
JG
Auto Insurance - Setup 01/06/25
Mike may be in the market for auto insurance.
JG
Home Renewal - Setup 05/2025
The Webbs should renew their home insurance sometime in May with Allstate. They may be in the market to switch.
JG
Auto Renewal - Setup 09/12/25
Elvera should renew her auto insurance with Allstate on 09/12/25. She may be in the market to switch.
JG
Auto Renewal - Setup 10/18/25
Jaclyn should renew her auto insurance with Progressive Direct on 10/18/25. She may be in the market to switch.
JG
Mobile Home Insurance - Setup 11/05/24
Brandie and James are in the market for mobile home insurance. I have emailed Jason Lancaster the quote binder on 11/05/24.
JG
Motorcycle Renewal - Review 10/20/25
A review is needed for the motorcycle insurance.
JG
Home Renewal - Setup 11/2025
Mason should renew his house insurance with USAA sometime in November. He may be in the market to switch.
JG
Home Renewal - Setup 11/2025
Janet should renew her home insurance sometime on 11/2025. She may be in the market to switch.
JG
Home Renewal - Setup 11/13/25
Michael should renew his home insurance with Allstate on 11/13/25. He may be in the market to switch.
JG
Home Renewal - Setup 10/2025
Elizabeth should renew her home insurance sometime in 10/2025. She may be in the market to switch.
EG
Get the Sale: Home Insurance
I emailed Damian a Progressive home quote and he emailed back saying he was interested.
JG
WC - Setup 10/24/24
Haley is interested in WC. I have emailed her an option on 10/24/24.
JG
GL and E&O - Setup 10/24/24
Perfect Pair HomeCare is in the market for GL and E&O insurance. I have emailed Haley quote prices on 10/23/24.
JG
Auto Renewal - Setup 10/21/25
Carson should renew his auto insurance with Alfa on 10/21/25. He may be in the market to switch.
JG
Auto Insurance Renewal - Setup 11/2025
Tara's car insurance should renew sometime in 11/2025. Exact renewal date and company is currently unknown.
JG
WC Renewal - Setup 10/2025
Artek will renew its WC policy sometime in 10/2025. They may be in the market to switch.
JG
Mobile Home Renewal - Review 09/28/25
A review is needed for the mobile home insurance.
JG
Home Renewal - Review 10/19/25
A review is needed for the home insurance.
JG
GL Renewal - Review 09/27/25
A review is needed for the GL policy.
JG
Mobile Home Insurance - Setup 10/11/24
Lori is in the market for mobile home insurance. I have emailed Evan Davis a quote price on 10/11/24.
JG
Home/Auto Insurance - Setup 01/06/25
April might be in the market for home and auto insurance to be setup.
JG
Auto Renewal - Review 10/01/25
A review is needed for the auto insurance.
JG
Mobile Home Insurance - Setup 10/04/24
Jason emailed me requesting mobile home quotes on 09/30/24. I have emailed Jason the quote on 09/30/24.
JG
Mobile Home Renewal - Setup 09/06/25
Mikel and Brandy should renew their mobile home insurance with a different American Modern agent on 09/06/25. They may be in the market to switch.
JG
Home/Auto Renewal - Setup 09/2025
Hank should renew his car and home insurance sometime in 09/2025. He may be in the market to switch.
JG
Home Renewal - Setup 09/04/25
Adam and Kathryn might be in the market for home insurance. Their renewal date is on 09/04/25.
JG
Mobile Home Renewal - Review 10/23/25
A review is needed for the mobile home insurance.
JG
Home and Auto Renewal - 10/2025
Kyle should renew his home/auto insurance effective 10/2025. he may be in the market to switch.
JG
Auto Renewal - Setup 10/05/25
Chris should renew his auto insurance with Progressive on 10/05/25. He may be in the market to switch.
JG
Auto Renewal - Review 03/26/25
A review is needed for the auto insurance.
JG
Term Life Renewal - Review 09/25/25
A review is needed for the term life policy.
EG
Get The Sale
Send home and auto quotes from Nationwide asap.
JG
Home Insurance - Setup 01/06/25
Sam may be in the market for home insurance.
JG
Secondary Home Renewal - Setup 08/23/25
Lynn might be in the market for a secondary home policy at 1246 County Road 316, Trinity, AL 35673. It should renew on 08/23/25.
JG
Home Renewal - Setup 10/14/25
Cheryl should renew her home insurance with Coastal America on 10/14/25. She may be in the market to switch.
JG
Home Insurance - Setup 01/06/25
Yousef may be in the market for home insurance.
JG
Home/Auto Renewal - Setup 09/2025
Bert may be in the market for home and auto insurance. The AL policies are set to renew on 09/2025.
JG
Mobile Home/Auto Insurance - Setup 01/06/25
The Brammers may be in the market for mobile home and auto insurance.
JG
Auto Renewal - Setup 09/21/25
Casandra's car insurance should renew with Direct General on 09/21/25. She may be in the market to switch.
JG
Home/Auto Renewal - Setup 07/2025
The auto insurance will renew on 07/25/25 with Allstate and the home insurance will renew on 07/20/25 with Allstate. Ryan-Leigh may be in the market to switch.
JG
Home Renewal - Setup 09/2025
The Macks should renew their home insurance sometime in September. They may be in the market to switch.
JG
Auto Insurance - Setup 01/06/25
Logan might be in the market for auto insurance.
JG
Motorcycle Renewal - Review 08/17/25
A review is needed for the motorcycle insurance.
JG
Mobile Home Insurance - Setup 09/11/24
Amalia is in the market for mobile home insurance.
JG
Home Renewal - Review 09/08/25
A review is needed for the home insurance.
JG
Home/Auto Insurance - Setup 01/06/25
Wilburn may be in the market for home and auto insurance.
JG
BOP Renewal - Setup 09/11/25
Ali should renew his BOP with Franken Muth effective 09/11/25. He may be in the market to switch.
JG
Auto/Renters Insurance - Setup 01/06/25
Kandice may be in the market for auto and renters insurance.
JG
Auto/Home Renewal - Setup 09/21/25
Josh should renew his home and auto insurance policies on 09/21/25. He may be in the market to switch.
EG
Get The Sale
Send landlords quotes to Brandon for the O'Fallon home. He wants to see if we can write 1,000,000 for lability and a 1% deductible. He does not know the age of the roof.
JG
Home, Auto and Umbrella Renewal - Review 10/14/25
Dean will renew his home, auto and umbrella policies effective 10/14/25. He may be in the market to switch.
JG
Auto Renewal - Setup 10/03/25
Evan should renew his auto insurance with Allstate on 10/03/25. He may be in the market to switch.
JG
Home Renewal - Setup 11/2025
Evan should renew his home insurance sometime in November with Allstate. He may be in the market.
JG
Auto Renewal - Setup 10/12/25
Sarah should renew her auto insurance on 10/12/25. She may be in the market to switch.
JG
Home Renewal - Setup 08/23/25
Tito should renew his house insurance with USAA on 08/23/25. He may be in the market to switch.
JG
Farm and Auto Insurance - Setup 01/06/25
James may be in the market for trailer, auto and farm insurance.
JG
Motorcycle Insurance Renewal - Setup 08/31/25
Michael will renew his motorcycle insurance around 08/31/25. He may be in the market to switch.
JG
Mobile Home Renewal - Review 08/01/25
A review is needed for the mobile home policy.
JG
Auto Renewal - Setup 08/2025
Kyle should renew his car insurance sometime in 08/2025. He may be in the market to switch.
JG
Auto Renewal - Setup 08/22/25
Dominque will renew her Progressive Direct auto policy on 08/22/25. She may be in the market to switch.
JG
Auto Renewal - Setup 08/10/25
Kenneth should renew his car insurance with Liberty Mutual on 08/10/25. He may be in the market to switch.
JG
Auto Renewal - Setup 08/25/25
Cody and Heidie should renew their car insurance with Progressive on 08/24/25. They also have policies for home, motorcycle and umbrella (The home is with Safeco, the other items are currently unknown).
JG
Home Insurance - Setup 01/06/25
Mason may be in the market for home insurance.
JG
Home Renewal - Setup 07/31/25
Jason's home insurance is set to renew on 07/31/25. He may be in the market to switch.
JG
Auto Renewal - Setup 08/17/25
Sergii should renew his auto insurance with Alfa on 08/17/25. He may be in the market to switch.
JG
Motorcycle Insurance - Setup 01/06/25
Jacob may be in the market for motorcycle insurance.
JG
Auto/Home Insurance - Setup 01/06/25
Lisa may be in the market for home and auto insurance.
JG
Mobile Home Insurance - Setup 08/29/24
Jeffery is in the market for mobile home insurance. I have emailed Evan Davis the quote estimate on 08/29/24.
EG
Get The Sale
Sent Myron updated Progressive auto quote price via email.
JG
Home Renewal - Setup 08/2025
Dan should renew the home insurance sometime in 08/2025 with Allstate. He may be in the market to switch.
JG
Home, Auto, Jennifer's Auto and Mobile Home - Setup 01/06/25
Jennifer and James might be in the market for home, primary auto, Jennifer's separate auto and mobile home insurance (a lake house they own and use at 40 Williams Rd Crane Hill AL). They may be in the market to switch.
EG
Updated Quotes
Sent updated quotes to Doneen from Progressive.
JG
Home/Auto Renewal - Setup 08/2025
Zach should renew his home and auto insurance policies sometime in 08/2025.
EG
Get The Sale
Sent Jessica an updated Progressive auto quote.
JG
Dwelling Fire Renewal - Review 05/28/25
A review is needed for the dwelling fire policy.
JG
Home/Auto Renewal - Setup 09/2025
Cypreana should renew her home and auto insurance with USAA sometime in 09/2025. She may be in the market to switch.
JG
GL - Setup 08/21/24
Iesha is interested in GL for her commercial cleaning firm. I have emailed her quote prices on 08/20/24.
EG
Get The Sale
Elijah wants me to send him quotes for home, auto and motorcycle.
JG
Motorcycle Insurance - Setup 01/06/25
Jordan may be in the market for motorcycle insurance.
JG
P&C Insurance - Setup 01/06/25
Brian may be in the market for P&C insurance.
JG
Commercial Insurance - Setup 01/06/25
Tommy might be in the market for commercial insurance.
JG
Auto Insurance - Setup 01/06/25
Joseph might be in the market for auto insurance.
JG
Home/Auto Renewal - Setup 08/2025
Elizabeth should renew the home and auto insurance on 08/2025. She may be in the market to switch.
JG
Home/Auto - Setup 01/06/25
Allen may be in the market for auto and home insurance.
JG
Auto Renewal - Setup 08/08/25
James is set to renew with Alfa for car insurance on 08/08/25. He may be in the market to switch.
JG
Motorcycle Renewal - Setup 08/07/25
Joshua should renew his motorcycle insurance policy with State Farm on 08/07/25. He may be in the market to switch.
EG
Get The Sale
Tanner wants me to look at her auto insurance to save her money.
JG
BOP Renewal - Setup 09/2025
Jamal should renew his BOP with State Farm sometime in 09/2025.
EG
Get The Sale
Nathan wants me to call him about home and auto insurance.
EG
Get the Sale: Renters Insurance
Michael and Bobbie wanted quotes for their son's renters insurance.
EG
Get The Sale: Property Insurance
Reach out to Cody about getting a property quote.
JG
Auto Insurance - Setup 01/06/25
Oliver might be in the market for auto insurance.
JG
Mobile Home Insurance - Setup 07/23/24
Jody and Magan are in the market for mobile home insurance. I have emailed Jason the quote prices on 07/23/24.
JG
Landlord Home Insurance - Setup 01/06/25
Laurene may be in the market for landlord home insurance at 19389 Riverside St, Athens, AL.
JG
Motorcycle Renewal - Review 08/08/25
A review is needed for the motorcycle insurance.
JG
Auto Insurance - Setup 01/06/25
Chaz may be in the market for auto insurance.
EG
New Home Purchase: 8/22/24
Theresa and Paul reached out and requested home insurance quotes for 249 Bo Howard Rd, Toney, AL 35773.
JG
Home/Auto Insurance - Setup 01/06/25
Susie may be in the market for home/auto insurance.
JG
Home/Auto Renewal - Setup 07/31/25
Nathan should renew his home insurance with Horace Mann Educators Corporate effective 08/18/25 and his auto insurance on 07/31/25. He may be in the market to switch.
EG
Get The Sale: Auto Insurance
Reach out to Nicole about auto insurance.
JG
Motorcycle Insurance - Setup 01/06/25
Andrew may be in the market for motorcycle insurance.
JG
Mobile Home Renewal - Review 05/30/25
A review is needed for the mobile home insurance.
JG
Auto/Home Insurance - Setup 01/06/25
Brian may be in the market for home and auto insurance to be setup. He is currently with State Farm.
JG
Home Renewal - Setup 07/26/25
Tim might be in the market for home insurance. His policy with Allstate is set to renew on 07/26/25.
JG
Umbrella Renewal - Review 07/23/25
A review is needed for the umbrella policy.
JG
Auto/Renters Renewal - Setup 07/20/25
Hubert should renew his car insurance with Travelers on 07/20/25. He may be in the market to switch/transfer the policy.
JG
Home/Auto/Umbrella Insurance - Setup 01/06/25
Dianne may be in the market for home, auto and umbrella insurance.
JG
Life Renewal - Review 05/21/25
Allyson and Logan should be renewing their life policies on 05/21/25 and 06/20/25 respectively. Reviews are needed.
JG
Auto Insurance - Setup 01/06/25
Yaroslav is in the market for auto insurance.
EG
Get The Sale
I sent Curt home insurance prices for his new home on Ashville Wood Ct that he wants to close on 8/15/24.
EG
Get The Sale
Send Kori auto insurance quotes.
JG
Home/Auto Renewal - Setup 07/16/25
Manasseh may be in the market to switch from Alfa. The home and car insurance policies renew on 07/16/25.
EG
Get The Sale
Deanna wants quotes for bop and workers' comp policy. She prefers texting over call.
EG
Get The Sale
Alice wants to talk after 9am tomorrow to discuss auto insurance.
JG
RV Renewal - Review 07/10/25
A review is needed for the RV insurance.
JG
GL Renewal - Setup 07/2025
Back2New should be renewing its GL policy sometime in July. They may be in the market to switch.
JG
Mobile Home - Setup 07/05/24
Lindsey is in the market for mobile home insurance. I have emailed quote prices to Jason Lancaster and Evan Davis.
JG
Mobile Home Renewal - Review 07/01/25
A review is needed for the mobile home insurance.
JG
Life Renewal - Review 07/24/25
A review is needed for Amy and Tito's life policies.
JG
Auto Renewal - Setup 05/26/25
The Dumonds should be renewing their car insurance on 05/26/25 with Progressive Direct. They may be in the market to switch.
JG
Landlord Home Renewal - Review 05/31/25
A review is needed for the landlord home policy.
EG
Get The Sale
Email Courtney asap about the commercial quotes for her home.
JG
Home/Auto Insurance - Setup 01/06/25
Ingrid may be in the market for home or auto insurance.
JG
Mobile Home Renewal - Review 06/30/25
A review is needed for the mobile home insurance.
JG
Auto Insurance - Setup 01/06/25
William might be in the market for auto insurance.
JG
Home, Auto and Flood Insurance - Setup 01/06/25
Steve might be in the market for auto, flood and home insurance.
JG
Auto Insurance - Setup 01/06/25
Michael may be in the market for auto insurance.
JG
Home Renewal - Setup 06/2024
Robert should renew his home insurance with Alfa sometime in 06/2025. He may be in the market to switch.
JG
Home Renewal - Setup 06/24/25
Bradley should renew his home insurance with USAA on 06/24/25. He may be in the market to switch.
JG
Home Renewal - Setup 06/17/25
Alex should renew his home insurance with Alfa on 06/17/25. He might be in the market to switch.
JG
BOP Renewal - Setup 06/04/25
Spring Mart may be in the market for commercial insurance. The renewal date for their BOP is on 06/04/25.
JG
Home Renewal - Setup 07/19/25
Bud should renew his home insurance with Alfa on 07/19/25. He may be in the market to switch.
EG
Get The Sale
Patricia wants me to call her back in an hour.
EG
Get The Sale
Sent home and auto quotes to her via email per her request.
EG
Get The Sale
I sent her home and auto prices via text. However, she said that she may not switch because she is with USAA.
EG
Get The Sale
Chelsie wants me to call her back tomorrow morning.
JG
Auto Renewal - Setup 12/30/24
Josh should renew his auto insurance with Allstate on 12/30/24. He may be in the market to switch.
JG
Sales Tax Bond - Review 04/25/25
A review is needed for the bond.
JG
Life Renewal - Review 08/09/25
A review is needed for the life insurance.
JG
Life Renewal - Review 06/23/25
A review is needed for the life insurance.
JG
Life Renewal - Review 06/21/25
A review is needed for the life insurance.
EG
Get the Sale
Home prices have been sent per Janice's request.
JG
Home Renewal - Setup 05/2025
Austin and Jordan should renew their home insurance sometime in 05/2025. They may be in the market to switch.
JG
Commercial Insurance - Renewal - 06/01/25
Southern Medical may need commercial insurance setup. They are renewing with VGM on 06/01/25.
JG
Auto/Life Insurance - Setup 01/06/25
Margaret may be in the market for life and auto insurance.
JG
Auto, Commercial and Home Insurance - Setup 01/06/25
William might be in the market for auto, home and commercial insurance.
JG
Home/Auto Insurance - Setup 01/06/25
Ryan may be in the market for home and auto insurance to be setup.
JG
Home Renewal - Setup 05/2025
Matthew should renew his home insurance with State Farm sometime in 05/2025. He may be in the market to switch.
EG
Get The Sale
I emailed Nick a list of what information I will need to start the quote.
JG
Auto Insurance - Setup 01/06/25
Cliff might be in the market for auto insurance.
JG
Auto Renewal - Setup 07/15/25
Evan should renew his auto insurance with Progressive Direct on 07/15/25. He may be in the market to switch.
JG
Home Renewal - Setup 06/16/25
Becky and Boyce should renew their home insurance with USAA on 06/16/25. They may be in the market to switch.
JG
Home Renewal - Setup 07/2025
Doneen should renew the home insurance on 07/2025. She may be in the market to switch.
JG
Motorcycle Renewal - Review 04/04/25
A review is needed for the motorcycle insurance.
JG
Auto Renewal - Setup 03/2025
Susie should renew her auto insurance with State Farm on 03/2025. She may be in the market to switch.
JG
Auto Renewal - Setup 06/15/25
Frank should renew the car insurance with Allstate on 06/15/25. He may be in the market to switch his home and auto to our office.
JG
Auto/Motorcycle/Renters Insurance - Setup 01/06/25
Cahdyn may be in the market for auto, motorcycle or home/renters insurance.
EG
Get The Sale
Sierra wants to email me what I need to start the quotes.
EG
Get The Sale
Walt wants me to call him Tuesday to review his insurance.
JG
Auto Insurance - Setup 01/06/25
Teresa may be in the market for auto insurance.
JG
Commercial Insurance - Setup 01/06/25
Rene may be in the market for commercial insurance.
JG
BOP Renewal - Setup 04/2025
The BOP for an apartment complex at 400 Star Hill Pl Rogersville, AL 35652 should renew sometime in 04/2025. They may be in the market to switch.
JG
Auto Renewal - Setup 06/21/25
Randy should renew with State Farm on 06/21/25. He may be in the market to switch companies
JG
Commercial Insurance - Setup 01/06/25
Donald may be in the market for commercial insurance.
JG
Life Insurance - Setup 01/06/25
Kevin may be in the market for life insurance. Cindy, his mother, is helping manage any potential policies.
EG
Get The Sale
I mailed home and auto quotes to Gerard per his request.
All Policies
—
—
11/09/2023
11/08/2026
A&M Excavating and Concrete LLC
—
11/07/2023
11/07/2024
A&M Excavating and Concrete LLC
Issued by NCCI.
11/02/2023
11/02/2024
A.Kleinota Exterior & Interior Work
—
11/16/2023
11/16/2024
A.Kleinota Exterior & Interior Work
—
11/17/2023
11/17/2024
A.Syniuk Interior & Exterior Trim & Floor
—
01/22/2024
01/22/2025
A.Syniuk Interior & Exterior Trim & Floor
—
01/23/2024
01/23/2025
AHY LLC DBA Mini Mart 2
—
06/01/2023
06/01/2024
AHY LLC DBA Mini Mart 2
—
06/01/2024
06/01/2025
AJ & Victoria Cole
—
06/18/2024
06/18/2025
AJ & Victoria Cole
—
09/06/2024
09/06/2025
AJ & Victoria Cole
—
09/11/2024
09/11/2025
AJ Ebey
—
04/11/2024
10/11/2024
Aaron Hall
—
06/17/2025
12/17/2025
Aaron Hall
—
08/27/2025
02/27/2026
Aaron Strom
—
08/17/2025
08/17/2026
Aaron Strom
Rewritten policy.
08/17/2025
02/17/2026
Aaron Strom
—
08/17/2024
02/17/2025
Abbigayle Clifton
—
08/07/2025
02/07/2026
Abdo Mozeb
—
01/06/2024
07/06/2024
Abigail & Deon Richardson
—
11/23/2025
05/23/2026
Abigail & Deon Richardson
—
01/08/2026
01/08/2027
Abigail & Deon Richardson
—
12/09/2023
12/09/2024
Abigail & Deon Richardson
—
01/08/2026
07/08/2026
Abigail & Deon Richardson
—
02/20/2025
08/20/2025
Abreon & Aquyla Scott
—
02/16/2026
08/16/2026
Abreon & Aquyla Scott
—
01/21/2026
01/21/2027
Adam & Celeste Hunt
—
11/21/2025
05/21/2026
Adam & Celeste Hunt
—
03/10/2025
03/10/2026
Adam & Celeste Hunt
—
02/06/2025
02/06/2026
Adam & Kari Chaberek
—
04/14/2025
04/14/2026
Adam & Kari Chaberek
—
04/14/2025
04/14/2026
Adam & Kari Chaberek
—
07/16/2025
01/16/2026
Adam & Paola Crawford
—
04/21/2023
04/21/2024
Adam Kim & Holley Wingard
—
09/12/2025
03/12/2026
Adam Kim & Holley Wingard
Landlord home policy for 10443 FIELDING DR SW, HUNTSVILLE, AL 35803-4009.
09/12/2025
09/12/2026
Adam Kim & Holley Wingard
—
09/12/2025
09/12/2026
Adam Kim & Holley Wingard
—
03/28/2025
09/28/2025
Adam Kim & Holley Wingard
—
03/28/2024
03/28/2025
Adam Kim & Holley Wingard
—
05/21/2025
05/21/2026
Adam Powell
—
12/16/2025
12/16/2026
Adam Powell
—
11/21/2025
05/21/2026
Addie Graves
—
09/13/2025
09/13/2026
Aidan Clark
—
08/23/2022
02/23/2023
Aidan Clark
—
02/23/2025
08/23/2025
Aidan Smith
—
02/23/2026
08/23/2026
Al-Dharhani Inc.
—
02/20/2024
02/20/2026
Alabama Masonry & Restoration LLC
—
01/10/2026
01/10/2027
Alan Davis
—
07/14/2025
07/14/2026
Alan Davis
—
06/12/2025
06/12/2026
Book of Business
Policies Expiring by Month
Premium by Line of Business
Premium by Assigned Agent
Quick Breakdown
Account Settings
Josh Cornelius
$4,536.00
3
02/18/22
Tasks
Assign Producer
✕Select Policy
✕Change Producer
✕JG
Joseph Gibson
02/25/2026 4:40 PM
Urgent
01-04-2027 at 12:00
Policy: 105765584
Dwelling Fire Renewal - Review 02/25/27
A review is needed for the vacant home policy covering 3506 GAY ST NW, HUNTSVILLE, AL 35810-2728.
JG
Joseph Gibson
02/15/2026
High
7/6/2026 8:00:00 AM
Policy: 977502140
Auto Renewal - Review 08/18/26
A review is needed for the auto insurance policy.
JG
Joseph Gibson
02/24/2025
High
2/23/2026 8:00:00 AM
Policy: OF3011226
Home Renewal - Review 03/11/26
A review is needed for the home insurance.
JG
Joseph Gibson
02/25/2026 4:41 PM
Urgent
03-02-2026 3:31 PM
Sent a message to Josh.
JG
Joseph Gibson
02/15/2026
High
2/23/2026 8:00:00 AM
I spoke with Josh over a phone call. I have messaged him the quote prices per his request.
JG
Joseph Gibson
02/09/2026
High
2/23/2026 8:00:00 AM
Sent a message to Josh.
JG
Joseph Gibson
01/21/2026
High
2/23/2026 8:00:00 AM
New Note
Note History
OF3285238
Application and EFT Authorization
105765584
Application
OF3011226
Homeowners
03/11/2025
03/11/2026
Active
977502140
Auto (Personal)
02/18/2026
08/18/2026
Active
OF3285238
Dwelling fire
Policy for 1509 Circle Dr, Guntersville, AL 35976-1001. Additional interest is Huntsville Real Estate Investors LLC.
01/07/2026
01/07/2026
Inactive
OF2999304
Homeowners
03/14/2022
03/14/2023
Inactive
105765584
dwelling
Vacant home policy for 3506 GAY ST NW, HUNTSVILLE, AL 35810-2728.
02/25/2026
02/25/2027
Active
F3780985
Auto (Personal)
08/18/2023
02/18/2024
Inactive
New Applicant
New Policy
New Leads
Brenda Dennis
brenda.t.dennis@gmail.com
256-658-5016
21 days ago
Nathan Hay
1nathanhay0@gmail.com
3343279907
1 month ago
Jossy Bell
jossy@titaniumcleanservices.com
2052935544
1 month ago
Josh Woods
josh.woods@woodsamadedesigns.com
2566903208
1 month ago
Josh Woods
josh.woods@woodsmadedesigns.com
2566903208
1 month ago
Erin Wilson
Erinstinson94@gmail.com
2566530760
1 month ago
Jessica Wilson
Erinwilson824@gmail.com
2566530760
2 months ago
Lead Name
