Case Information
IN PROGRESS- CASE ID
- #24688
- FAMILY NAME
- Peterson/Peterson
- AGENCY
- Independent
- AGENT
- Sarah Martinez
- CREATED DATE
- Dec 15, 2025
- LAST UPDATED
- Jan 10, 2026 at 3:45 PM
- CURRENT STAGE
- Policy Review
- ASSIGNED TO
-
Terry MaxzalineTM
Activity Timeline
Terry Maxzaline
Today at 3:45 PM
Updated case status to "Policy Review" and sent notification to client.
Sarah Martinez
Jan 9, 2026 at 11:20 AM
Uploaded insurance documentation for review.
System
Jan 8, 2026 at 2:15 PM
Automated reminder sent to client for missing documents.
Terry Maxzaline
Jan 5, 2026 at 9:30 AM
Case assigned to Terry Maxzaline for processing.
Sarah Martinez
Dec 15, 2025 at 4:22 PM
Case created and initial consultation scheduled.
Case Notes
TM
Spoke with client about coverage options. They are interested in expanding their policy to include dental coverage. Need to follow up with quotes from three carriers: Blue Cross, Aetna, and United Healthcare.
Action items:
- Request quotes by EOD tomorrow
- Schedule follow-up call for next week
SM
Client submitted all required documentation. Everything looks good for policy review. No red flags in the application.
Quick Actions
Documents
Policy Application
Insurance Card Front
Insurance Card Back
Client Agreement