Insurance & Investment Pipeline
Leads from Nikki directly, plus cross-referrals from Neo when a mortgage client has no insurance or no retirement plan.
| Client | Deal | Category | Source | Insurance | Retirement | Stage | Call |
|---|
Leads from Nikki directly, plus cross-referrals from Neo when a mortgage client has no insurance or no retirement plan.
| Client | Deal | Category | Source | Insurance | Retirement | Stage | Call |
|---|