Profile Information
Donna Cozart
AG001
Name
Donna Cozart
donna@igroup.com
Phone
+1 555-432-2299
Company
Cozart Insurance LLC
Role
Agent
Address
221B Main St, Dallas, TX
Region
South Zone
Status
Active
Join Date
January 15, 2025
Performance Summary
| Carrier/Company | Division | Bonus Level |
|---|---|---|
| AIG | Life | Gold |
| BAN | Life | Silver |
| XYZ Insurance | Health | Platinum |
Internal Notes
Top performing agent with excellent client relationships. Consistently meets monthly targets.