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CONFIDENTIAL INFORMATION EXCLUSIVE PROPERTY OF:
Attention: Fred Customer
Customer Insurance Services
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Date and time this report was printed: August 10, 2001 11:13
Contact Name Maria Prospect
Title H.R. Manager
Company Name Prospect Construction Inc
Address 390 Industrial St
AnyCity, CA 90000-4110
Work Phone 555-555-1212
Fax Number 555-555-1213
Appointment Friday, August 24, 2001 at 11:00 A.M.
Number of Employees 22
Wrkr’s Comp. Expires 10/01/2001
Liability Expires 05/01/2002
Health Expires 10/01/2001
Carriers Farmers\State Fund
COMMENTS
07/26/2001 09:10a - AMH: Annett Agent - Out, 1.60, Status: Lead - I spoke with Maria Prospect, who is the H.R. Manager. She has informed me that they have renewed the liability in May. The comp. will renew in October, as well as the health. Maria's main concern is the health. She has informed me that alot of the employees are complaining about the rates are going up and the Dr.'s are no longer accepting the coverage. They have 2 different carriers, one of them are Kaiser and the other she could not recall. Maria is a very busy person and her time to meet with you is limited. She has requested to meet with you on Friday, August 24, 2001 at 11:00 A.M. at the above address. The nearest cross street is Winchester. THANK YOU, Annett.
01-04-2001 08:40 - 020 - Out, 2.5 min, Result: * For your information - I spoke with Maria Prospect, who is the H.R. Manager and the person that makes the decisions on the insurance. She told me that she renewed all policies in October. She did invite me to give her a call back in July to offer them a quote and to review their insurance. Thank You, Kathleen
04-12-2000 08:59 - 020 - Out, 1.3 min, Result: * For your information - I spoke to Desiree and they are not putting any of the policies out to bid this year. She said we could check back next year. Sorry, Renae
07-30-1999 08:58 - 007 - Out, 0.8 min, Result: * For your information - I spoke with Desiree Prospect and she is not going out to bid this year on her insurance. She just said to call her back next year to see if she will go out to bid. I will call her back in May to touch bases with her. Thanks, Kathleen
03-11-1999 14:29 - 011 - Out, 1.1 min, Result: * For your information - I spoke to Desiree and she stated that she will not be going out to bid this year on the policies. I will call her back this time next year. Thanks, Emily
12-07-1998 15:52 - 004 - Out, 2.2 min, Result: * For your information - I spoke to Desiree Prospect and she would like a call back in April. They are currently with State Fund for comp and Farmers handles their liability policy. They are a commercial contractor and have 22 employees. Desiree is always looking for lower rates!! I have made a note to call Desiree in April, and we will set this appointment for you at that time. Thanks, Martha
