B

Bulwark

Wealth Manager Portal

Total Clients

8

+12% from last month

Total Premium

$380,000

+8% from last month

Total Policies

38

+5% from last month

EM

Elizabeth Montgomery

elizabeth.montgomery@email.com

(555) 123-4567

Home
Auto
Umbrella
Boat

Total Premium

$45,000

Policies

5

RC

Robert Chen

robert.chen@email.com

(555) 234-5678

Home
Auto
Jewelry

Total Premium

$28,500

Policies

4

SW

Sarah Williams

sarah.williams@email.com

(555) 345-6789

Home
Auto
Umbrella
Boat
Jewelry

Total Premium

$62,000

Policies

6

MA

Michael Anderson

michael.anderson@email.com

(555) 456-7890

Home
Auto

Total Premium

$18,500

Policies

3

JM

Jennifer Martinez

jennifer.martinez@email.com

(555) 567-8901

Home
Auto
Umbrella
Jewelry

Total Premium

$52,000

Policies

4

DT

David Thompson

david.thompson@email.com

(555) 678-9012

Home
Auto
Boat

Total Premium

$35,000

Policies

4

CB

Catherine Blackwell

catherine.blackwell@email.com

(555) 789-0123

Home
Auto
Umbrella

Total Premium

$47,000

Policies

5

JR

James Rothschild

james.rothschild@email.com

(555) 890-1234

Home
Auto
Umbrella
Boat
Jewelry

Total Premium

$92,000

Policies

7