Outbound Workboard

K2 Goods LLC

→ Call back in May 2027 near the renewal window to discuss next year's GL coverage.

E.P's Auto Center LLC

→ No action — prospect is an active Hopper Insurance customer; remove from prospecting list as promised.

SRS Auto Group LLC

→ Call back near July 2027 renewal to quote garage liability insurance.

Yard LLC

→ Submit the quote request and follow up via email within 72 hours with the quote; call to discuss coverage options.

Parasol Ranching LLC Auto Sales

→ Call Mr. Goodwin on Monday (July 13) to present the updated GL quote and gather full application details if he shows interest.

Robert Turbitt

→ Call back on Monday (July 13) during business hours to discuss the general liability quote for the bus and walking tour business.

Carz R Us LLC

→ Call Ronnie at 1 PM Arizona time Monday 7/13 to complete the garage keepers, property, and umbrella application over the phone.

Jointwell Care Services Inc

→ Save for re-engagement when Joel launches the business — he has your number and will call when ready.

Exponent Logic Solutions

→ Call back in approximately 2 months (mid-September 2026) to re-engage on GL, E&O, and Workers' Comp quotes.

Love and Peace LLC

→ Call back near January 2027 when the professional liability renewal approaches — prospect explicitly requested follow-up at that time.

Carousel Learning and Discovery Center LLC

→ Send the quote via email within 72 hours as promised, then follow up to confirm receipt and gather any missing application details (revenue, payroll, employee count, operations specifics).

Thrashers Bar, LLC

→ Await quote delivery via email within 72 hours; agent will call Connor to review and discuss pricing.

Top Care Home Health Services

→ Send the GL quote via email within 72 hours as promised, then follow up when the quote is delivered.

Elma Grocery Gas & Car Wash

→ Call back in two weeks (around July 24) after Jarletta returns from Hawaii to deliver GL and Property quotes and complete the application if needed.

Fry Street Public House LLC

→ Send the quote by email and call back on or after July 14th when the prospect returns to town.

Brown's Expo Auto Sales LLC

→ Shop the garage keeper's policy with new carriers and call back by Thursday with quotes as promised.

H & S Auto Brokers LLC

→ Send general liability quotes by email within 48–72 hours and follow up after prospect reviews.

Overspray Removal Specialist Inc

→ Submit GL ($1M/$2M) and umbrella ($2M) quotes to carriers; email quotes to George within 72 hours and follow up when pricing arrives.

Just Like Home Early Learning Academy, LLC

→ Call back the week of May 27th to gather application details and quote the renewal.

Deep End Live

→ Send the application/quote request by email — prospect asked for it and will return underwriting details.

P&M Auto Sales, LLC

→ Send the quote to Emma at service@tropymusa-gmail.com within 24–72 hours and follow up after delivery.

Black Tie Executive Concierge Services LLC

→ Call back near July 2027 renewal with updated GL quote for security services.

Wilson Towing and Tire

→ Send the GL quote via email within 72 hours as promised — prospect confirmed address and email, deal proceeding.

American Pentecostal Bible Church Inc

→ Await Karina's callback to confirm youth camp dates and proceed with quote generation — no specific appointment was booked.

Right Touch Property Preservation LLC

→ Send GL and professional liability quotes within 24-72 hours as promised; follow up after delivery to confirm receipt and discuss coverage details.

Flava Lounge LLC

→ Send the quote via email within 24-72 hours and call to review pricing and next steps.

Rahmah Childhood Center LLC

→ Send the quote via email within 24–48 hours and follow up after the prospect reviews it.

Precious Gem Daycare and Preschool

→ Send the quote within 72 business hours and call to follow up on the prospect's decision.

Advanced Mechanical Inc

→ Call back near July 2027 renewal to quote Advanced Mechanical's insurance.

A Child's Place

→ Send quotes via email within 72 hours as promised; follow up with a call to review coverage, pricing, and next steps.

Swimnation Aquatics Programs

→ Call back in October 2026 to quote professional liability and other coverage ahead of their December renewal.

Amar Transportation LLC

→ Email the prospect at amar transportation LLC gmail.com and re-engage near the October renewal with a GL quote.

Able World Trading LLC

→ Await quotes from carriers within 3–5 business days; follow up with Boris Stein to review all three property quotes and general liability options, then move to binding if approved.

Barefoot Boat Cleaning Services LLC

→ Send the GL quote to jl.walton@live.com within 72 hours and follow up near the October renewal to confirm coverage and close.

Kindness ABA Therapy LLC

→ Call back in November to quote ahead of the January renewal.

YT Motors LLC

→ Send quotes within 72 hours as promised and call to discuss coverage options and pricing.

Rios Investigations, LLC

→ Call back near the December renewal — prospect agreed to review contract expiration and reconnect with interest in quotes.

Adkins Consulting Resources, Inc

→ Send the quote email and await the prospect's COI response; follow up by phone within 72 hours with the completed quotes as promised.

Precision Shoe Brace Limb, LLC

→ Email Mr. Goodman at poportho@aol.com requesting a quote for the January 2027 renewal, then call back after Monday to follow up if no response.

SM Johnson Enterprises LLC

→ Submit the application to underwriters and follow up within 48–72 hours with the quote.

First Step Inspection and Training

→ Send General Liability and Professional Liability quotes within 24-72 hours as promised; follow up with David within two weeks to close.

Samira Daycare

→ Send quotes via email to shreimmonir@aol.com within 72 hours and follow up by phone as promised.

Kubiks Fiberglass Repair LLC

→ Submit the new GL application to carriers and send quotes to cubicbrandon20@icloud.com within 72 hours; follow up near November renewal if Brandon does not respond to the quote.

Angell's Roadside Assistance LLC

→ Follow up after 24–48 hours to confirm receipt of the commercial auto application and assist Shawana or Courtney with completion.

Humble Homecare Services of New Jersey, LLC

→ Deliver quotes via email within 48–72 hours and follow up with a call to close.

Pro Hydraulic Plus LLC

→ Re-send the quote when it arrives from carriers and call Derek within 48–72 hours to discuss pricing and coverage details.

Emerald Auto Broca LLC

→ Send the GL quotes to kf.aulk@yahoo.com within 24-72 hours and call back to confirm receipt and pricing competitiveness near the October renewal.

Southern Exposure

→ Call Hannah at Southern Exposure at 9:05 AM tomorrow (Friday, July 10) with the existing application and insurance report from Bianca to finalize the policy.

Miracle Hill LLC

→ Call back tomorrow (Friday 7/10) morning with new carrier quotes as promised.

American Phoenix Corp

→ Call back in two weeks (around July 23) to gather full application details and resubmit to carriers for property and garage keepers quotes.

Alpha Omega

→ Call Jermaine in early September to begin quoting for the December reopening of Alpha Omega.

Alpha and Omega Security LLC

→ Call Jermaine Norfle at 910-587-4672 to discuss insurance quotes for Alpha and Omega Security before launch.

All Desert Home Care & Concierge Services, LLC

→ Regenerate quotes with new carriers and send to Efrain at the updated Rancho Mirage address; follow up after quotes are ready to close.

American Front Line International Security

→ Await Rebecca's text with Mr. Limerick and Mary Williams' contact information, then reach out directly to them to restart the quote process.

Georgia Pet Pal LLC

→ Call back at 6:00 PM today to discuss business details and gather application information for a new quote.

Daphcare Home Companion Services LLC

→ Call at 10 AM Monday July 13 to discuss disability insurance quotes and general liability/workers' comp renewal options.

Affordable Assist Private Care LLC

→ Email the Workers' Comp quote immediately; follow up after Sonia reviews it to discuss Commercial Auto vehicle details and pricing.

Miracles of Love Health Agency LLC

→ Call back near July 2028 when the two-year paid contract expires to re-engage with a GL quote.

Avalon Logistics LLC

→ Email the application and rework quotes for physical damage, bobtail, and occupational accident insurance — follow up once quotes are ready in 3–5 business days.

Suazo Bros Auto Sales

→ Call back at 2:00 PM MT as agreed to discuss insurance renewal.

Terry's Toolbelt, LLC

→ Send the quote within 48–72 hours as promised, then call Terry to discuss pricing and close.

All American Entertainment LLC

→ Follow up after Mr. Elrod completes and returns the GL, Property, and Workers' Comp applications — offer phone assistance if needed.

East St. Louis Park District

→ Call Lisa at 9:30 AM CT tomorrow (July 10) with the prior year's quote information and to discuss general liability coverage options.

Saunder Staffing LLC

→ Call back in November 2026 to begin the quote process for their renewal.

(662) 605-3818

→ Call back near July 2027 renewal with an insurance quote.

ODP Solutions Services LLC

→ Call Oscar at 3 P.M. ET today to confirm receipt of the completed risk management document from your supervisor.

GK Carpentry LLC

→ Agent to call Greg at the booked time (6:15–6:30 PM today) to review the GL quote pricing and coverages.

TTT Home Improvement LLC

→ Joseph to call at 5 p.m. PT on Friday 2026-07-17 to confirm payment and policy activation.

Fixing Squad

→ Joseph to call Bill at 10:00 AM Thursday 7/9 to review the revised quote sent July 7th.

Barons Floors and Walls LLC

→ Refresh the GL quote for lower pricing and send within 24–72 hours; follow up by email and phone when new quotes arrive.

Coorus

→ Re-engage near next year's renewal with a revised quote addressing the pricing objection.

American Disaster Restoration

→ Joseph to follow up within 24–72 hours with refreshed quotes for GL, professional liability, and property coverage.

Matthew Garner

→ No action — quote process complete and prospect satisfied.

CES Construction Corp

→ Reach out to Clarence (207-598-7506) to confirm DocuSign signature and ensure portal access is active; follow up with Gary on pending document uploads.

360 Power

→ Contact the prospect with revised pricing and schedule a callback to finalize the quote and policy details.

Liberty Racking LLC

→ Await Gary Davidson's callback to Sergio at Liberty Racking to finalize payment on the quote issued June 30th.

Ace Welding and Fabrication, LLC

→ Call Jacob at 6:15 PM this evening to discuss pricing adjustments on the GL quote and move toward binding.

Paw Paw Rob's Handyman Service

→ Call Rob at the scheduled time Wednesday 5:00 PM CT to review the quote details and close the sale before his next-week deadline.

At Your Service

→ Call after 6:00 PM to follow up on the revised quote and confirm receipt — prospect is interested but felt neglected.

Advanced Flooring Removal, LLC

→ Call back Thursday morning (July 9) to gather the application — prospect was in a meeting and requested a morning callback.

Stephen Wickbolt Jr.

→ Present revised pricing to beat Next Insurance's $2,500 quote and call back early next week to close.

American Builder Services Inc

→ Follow up with Corey and Dakota to confirm receipt of Sean's additional information, then re-engage Sean with updated quotes or binding timeline.

F&F Group, LLC

→ Agent Jessica Broom to re-send GL, Umbrella, and Workers' Comp quotes and call Fred at 4:00 PM Friday, July 10.

Clutter Busters Junk Removal LLC

→ Re-engage near the next renewal cycle with a competitive GL quote — prospect declined on price but invited a retry.

Spark and Shine Cleaning Company

→ Call at 6:00 PM today to discuss pricing on the quote and address the prospect's premium concerns.

Perimeter Pros Fencing LLC

→ Follow up after Alyssa completes and returns the Commercial Auto and Inland Marine applications — she will email them back and expects a quote within 48 hours.

Universal Diagnostic Solutions

→ Await service team delivery of certificates of insurance for Atomic Investments (landlord) within 48 hours; follow up if prospect does not receive by email.

River Bottom Ranch LLC

→ No action — quality control follow-up complete; account is closed and satisfied.

Knowledge Transfer Consulting Services Inc

→ Re-engage Gary directly when available — gatekeeper took a message about the quality follow-up on recent quotes (BOL, cyber, umbrella, workers' comp).

ILGT, LLC

→ No action — quote is placed and paid; account is on autopay with no concerns.

Abraham Legacy Estate

→ Escalate the $10 online payment processing fee complaint to the billing team and agent Bryson Moorehead as promised; follow up with the prospect after resolution to confirm satisfaction.

DG Group LLC

→ Await George's callback — an intermediary took Yvonne's contact info and promised to relay the message.

CL Services LLC

→ Coordinate with service team and agent Andre Terrell to send three COIs with additional insured endorsements to crissvico26@gmail.com today, update mailing address to 949 Huntington Cove Parkway, Las Vegas NV 89178, and have supervisor follow up on billing and liability limits questions.

Evertrust Care, LLC

→ Send the Inland Marine application to josephine@credmypractice.com and follow up within 72 hours with a quote once the completed application is received.

Giant Design

→ Call back near July 2027 renewal to re-quote Giant Design with competitive pricing.

Champion Home and Companion Care, LLC

→ Await callback from Ginger regarding the GL and workers' comp quotes previously sent.

Marine One Motorsports LLC

→ Await prospect completion of the pending application questions via email — follow up if not received by end of business tomorrow.

Casillas Cigars

→ No action — prospect is already a current customer; remove from outbound/quote-follow-up lists.

Arden Horizons LLC

→ Call back at 9:32 AM Pacific to continue the conversation — prospect requested callback in 30 minutes.

Nexus Investigation Agency

→ Call back near July 2027 renewal with a competitive GL quote to win back the business.