JR
Jasmine Reyes
Reyes Insurance Group • Austin, TX
Built a 92% retention engine across 4,000 households.
My CoPilot
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Growth Focus
People to meet
Retention
MT
Marcus Thompson
Northline Agency • Denver, CO
Runs the ClearPath15 seminar funnel — 30%+ attendee conversion.
PA
Priya Anand
Anand & Co. • San Jose, CA
Cross-sells retirement reviews into P&C books with a 5-touch motion.