New
Pipeline

Patel Family

Bound

Personal lines · Newark, DE

CallEmail

Insurance products requested

HomeUmbrella

Quoted premium estimate: $3,120/yr

Notes

Bound home + $1M umbrella. Happy client — great referral source. Ask for a Google review next week.

Mike Reyes · May 30, 2026

Activity

  1. Policy bound — home + umbrella, $3,120/yr

    Mike Reyes · May 30, 2026 · 7 days ago

  2. Sent home + umbrella quote

    Mike Reyes · May 24, 2026 · 13 days ago

  3. Moved from Contacted to Quoted

    Mike Reyes · May 20, 2026 · 17 days ago

  4. Lead created from referral

    Mike Reyes · May 15, 2026 · 22 days ago

Status

Policy bound 🎉

No follow-up needed.

Contact information

Location
Newark, DE

Details

Producer
Mike Reyes
Source
Referral
Created
May 15, 2026
Last contact
7 days ago