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the affluent insurance advisor

The Affluent Insurance Advisor

Insurance

New York, Ny, United States Of America

1-10 employees

Your Organizational Collective Activity

View your organizations’ collective activity with The Affluent Insurance Advisor to find the best way to reach out

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Last interaction was ** days ago.
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**** and *** are the closest.

CRM Data

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Account Type**** ***
Account Owner*** *******
Account Opps/Deals

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Closed Won • Oct 24

***K $

Closed

Best path for intro

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**** ***
Past Champion
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***** ******
Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Champions Who Joined The Affluent Insurance Advisor

Leverage your existing network to create new connections with The Affluent Insurance Advisor

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    *****
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  • intail.ai example profile image
    ******* *******
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    *****
    *
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    ****** ******
    ******** *******
    *****
    *

Champions Who Left The Affluent Insurance Advisor

Manage your risk with The Affluent Insurance Advisor to maintain a stable relationship

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    ****** ********
    ******* ********
    *****
    **
  • intail.ai example profile image
    ******** *****
    **** ********
    *****
    **
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