Appointments

Patricia Yap

VUL discovery call

Google Meet

Dr. Allan Pacaña

Quote walkthrough FUL-Q-2026-0007

Zoom

Brew & Co. (SME)

Site survey + group HMO

Brew & Co., Cebu IT Park

Noel Abella

Welcome & policy onboarding

Vincent Lim

MRI signing before bank deadline

Jose Reyes

Comprehensive motor quote review

Sheila Marie Ong

Family HMO options

Hazel Gomez

Rider finalization

Ana Lim

Family HMO — Chong Hua plan

Maricel Booc

Education plan proposal

Engr. Dindo Cruz

Pag-IBIG MRI requirements

BrewLab Coffee Co.

Group HMO renewal comparison

Maria Santos

Education plan for 3-year-old

Kim Sy

Japan trip travel insurance

Dr. Reyes Family

Education plan policy delivery

Arnel Tabotabo

Comprehensive motor options

Glenda Suico

Annual multi-trip travel plan

Luz Villanueva

Family health insurance review

Engr. Paolo Maceda

BDO housing loan MRI

Anna Lou Perez

6-month HMO policy check-in

Mark Anthony G.

VUL + term combo proposal

Jessa Marie Labra

CTPL + AON upgrade

BrewLab Coffee Co.

Group HMO staff onboarding

New Lead — Web Form

Initial consultation — Life

New Lead — WhatsApp

Initial consultation — Health