Insured account diary / synthetic
ABC Last Mile Delivery
Last-mile delivery · Texas · Relationship owner: Master O
Next projected renewal2027-08-20Derived from observed 2022-08-20 · annual anniversary assumption
Premium trajectory
Account growth over time
Ex-mod trajectory
Known values, not a continuous series
Connected history
Submissions, agencies, carriers, and renewal timing
Agency touchMetro Commercial submitted account
Historical submission evidence
Policy termRegional carrier written period
Estimated premium: $125,000
Agency touchNorth Texas Partner handled renewal
Second observed agency relationship
SubmissionRenewal submission received
Submitted premium: $184,000
Agency touchPartner agency submitted account
Organization-level history; no producer PII
Policy termRegional carrier written period
Written premium: $410,000
ExpirationLast observed expiration
Historical observation preserved
ProjectionNext projected anniversary
Derived as of 2026-08-21
Policyholder contacts
People connected to the insured
AM
Alex MorganPrimary
Owner
alex@abclastmile.exampleProvider verified · observed 2026-08-10
SR
Sam Reed
Risk Manager
sam@abclastmile.exampleFormat valid only · observed 2026-07-22
RA
Robin Avery
Chief Financial Officer
robin@abclastmile.exampleProvider verified · observed 2026-08-02
CL
Casey Lane
HR Manager
Email unavailableNo validated email · observed 2025-11-18
Relationship diary
Notes and activity
Master O
Account has appeared through several partner agencies. Confirm the current fleet and request the latest ex-mod before the next outreach.
Relationship note · syntheticSystem
Projected the next annual anniversary from the last observed expiration without changing the historical record.
Projection activity · syntheticNext actionRequest current ex-modAssigned to Master O · due September 1
High priorityOpen