Customers

Manage policyholders and customer relationships

Customer Portal Preview
Total Customers
8,432
Active Customers
7,891
At Risk
234
Avg Lifetime Value
$4,280
CustomerContactPoliciesClaimsStatusCustomer Since
SM

Sarah Mitchell

CUS-001

sarah.m@email.com
(555) 123-4567
2 policies1 claimsActiveJan 2022
RC

Robert Chen

CUS-002

robert.c@email.com
(555) 234-5678
3 policies0 claimsActiveMar 2021
EJ

Emily Johnson

CUS-003

emily.j@email.com
(555) 345-6789
1 policies2 claimsActiveJun 2023
MD

Michael Davis

CUS-004

michael.d@email.com
(555) 456-7890
4 policies1 claimsAt RiskSep 2020
JW

Jennifer Williams

CUS-005

jennifer.w@email.com
(555) 567-8901
1 policies0 claimsInactiveDec 2022