Kameha's Book of Business

📋 None pending | Create Requirement / To-Do | Notes | 4 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 3 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Kameha Meha Raul Garcia | Requirements: Resolve Producer Validation Error Form No: Requested For: Requested: 10/5/2026 Completed: Status: Outstanding Action: KC | Kayla Curtis - ADMIN | 10/6/26

📋 None pending | Create Requirement / To-Do | Notes | 2 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 2 | Create Note | Page Size: | 25 | 50 | 100

📋 None pending | Create Requirement / To-Do | Notes | 4 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 2 | Pending | Create Requirement / To-Do | 9/9/26 | Overdue | Kameha Meha Raul Garcia | Called client about initial payment and to follow up with experience client did not answer 9/9/26 | Milton White | 9/9/26

📋 1 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Kameha Meha Raul Garcia | POLICY STATUS: Approved, not issued Requirements: Resolve Producer Validation Error Form No: Requested For: Requested: 9/7/2026 Completed: Status: Pending Action: KC | Kayla Curtis - ADMIN | 9/8/26

📋 5 | Pending | Create Requirement / To-Do | 10/1/26 | Overdue | Kameha Meha Raul Garcia | called about missed payment client did not answer 10/01/26 | Milton White | 10/1/26

📋 2 | Pending | Create Requirement / To-Do | 10/8/26 | Overdue | Kameha Meha Raul Garcia | Commission reversal and policy has moved from EFT to direct bill. This is either due to a banking error or missed requirements. You will need to check the UHL agent portal or call. Then reach out to client to get resolved. bb | Brianne Brege - ADMIN | 10/8/26