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CUSTOMER NAME PRIMARY CONTACT CSR TOTAL PREM TOTAL COM. TOTAL COM. incl. related accounts) % of total agency revenue YEARS WRITTEN LOCAL OR REMOTE NEEDS ROUNDING NEXT TOUCHPOINT WEEKS # PLANNED TOUCHPOINTS WEEKS SINCE LAST TP # OPEN ITEMS Relationship Meter
QUALCOM
Producer Diane
$0.00
$0.00
$0.00
0.00%
New York, NY
Ridgemont Fund Strategies
LLC
Producer Steven
$235,396.00
$26,383.20
$13,191.60
0.59%
New York, NY 21 1
Oxford Capital Mgmt
Producer Diane
$379,574.00
$32,628.52
$16,314.26
0.73%
Elmsford, NY
International Discount
Telecom
Producer James
$62,102.00
$8,082.00
$4,041.00
0.18%
Kansas City, MO
Parmigan Capital Advisors,
LLC
Producer Steven
$102,686.00
$4,004.14
$2,002.07
0.09%
Stamford, CT
Capersky Fund Management
LTD
Producer Diane
$13,394.00
$1,894.30
$947.15
0.04%
New York, NY
Regan Foundry Inc
Producer Diane
$15,992.00
$1,700.40
$850.20
0.04%
New York, NY
CIM Vision International
  Steven
$6,296.00
$883.68
$441.84
0.02%
Oak Park, IL
Propel Communications
LLC
  Steven
$6,932.00
$642.10
$16,756.90
0.75%
New York, NY
Argos Computer Systems
Inc.
Producer Serv
$4,036.00
$605.40
$302.70
0.01%
Provo, UT
Gold Investment Management
LP
Producer Steven
$468,492.00
$51,623.40
$25,811.70
1.15%
Los Angeles, CA
Volpi Manufacturing USA
Inc.
Producer Diane
$992.00
$198.40
$99.20
0.00%
San Leandro, CA
Netmoves Corporation
  James
$2.00
$0.00
$0.00
0.00%
Carmel, IN
Datamat Programming Systems
In
Producer Adrian
$2,665,500.00
$266,550.00
$155,115.26
6.94%
St. Louis, MO -16 1 16
Rivertree Global Partners
LP
Producer Diane
$1,756,496.00
$215,634.86
$116,871.66
5.23%
New York, NY 78
Cierra Capital LP
Producer Diane
$1,218,522.00
$150,328.30
$75,164.15
3.36%
New York, NY
Celeris, Inc.
Producer Diane
$2,285,308.30
$115,888.50
$60,759.75
2.72%
Newark, DE
C3I Inc.
Producer James
$1,663,437.44
$91,825.62
$84,283.21
3.77%
Watervliet, ny
UTE MicrowDr Inc.
  Diane
$933,348.00
$88,921.20
$46,248.95
2.07%
Oak Park, IL
Parity TelTech Corp.
CSR Diane
$694,112.26
$70,911.86
$35,690.38
1.60%
Biloxi, MS
Bear River Associates,
Inc.
CSR Diane
$512,541.54
$69,671.38
$37,578.29
1.68%
Santa Cruz, CA
DoubleClick Inc.
Producer Steven
$506,306.00
$68,445.90
$34,222.95
1.53%
Missoula, MT
British Importers Inc.
  Diane
$403,898.00
$60,369.56
$30,184.78
1.35%
Berlington, VA
D M Data Corp.
  Diane
$1,169,042.00
$55,164.00
$27,582.00
1.23%
Rockland, ME