COLORADO BUREAU OF INVESTIGATION

Customer ID: 100251

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$407.00

September 2025

Activity Summary

October 22, 2025

Not scheduled

10

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 22, 2025 10 activities 1 quotes 0 QBRs Value $407
Insights
  • ✅The customer has a perfect health score of 10/10, indicating a strong relationship.
  • ✅There is a high customer value of $407.00 with a 100% win rate on quotes.
  • ✅The account is managed as a house account with no specific account manager assigned.
Risks
⚠️There is currently no open pipeline, which could indicate a lack of future engagements or opportunities.
⚠️All recent activities have been emails, suggesting limited diversity in communication channels.
Opportunities
📈The high win rate presents an opportunity to expand the account and increase future quotes.
📈Assigning a dedicated account manager could help in identifying and maximizing future opportunities.
📈Increasing engagement strategies beyond email could enhance relationship depth and customer loyalty.
Contacts
LEXI MAY

lexi.may@state.co.us

JEANNA FELDMAN

JENNA.FELDMANN@STATE.CO.US

SANDI MEANS

SANDI.MEANS@STATE.CO.US

SIMONNE LAYLIN

SIMONNE.LAYLIN@STATE.CO.US

STEPAHNIE OLOFSON

stephanie.olofson@state.co.us

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-22 14:06
View Edit
Hello Stephanie, I’m Andrew Hartmann, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-22 14:05
View Edit
Hello Simonne, We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more smoothly. We’d love to schedule a quick call to walk yo...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-22 14:03
View Edit
Hello Sandi, We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more smoothly. We’d love to schedule a quick call to walk you ...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:100251)
Email Completed
2025-10-22 14:02
View Edit
Hi Jeanna, I hope you’re doing well! It’s hard to believe another quarter has flown by. I’d love to set up some time for our Quarterly Business Review so we can catch up and look ahead together. ...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:100251)
Email Completed
2025-10-22 14:01
View Edit
Hi Lexi, I hope you’re doing well! It’s hard to believe another quarter has flown by. I’d love to set up some time for our Quarterly Business Review so we can catch up and look ahead together. W...
Added contact: STEPAHNIE OLOFSON
Contact Management Completed
2025-10-22 13:57
View Edit
Added new contact: STEPAHNIE OLOFSON, Email: stephanie.olofson@state.co.us
Added contact: SIMONNE LAYLIN
Contact Management Completed
2025-10-22 13:57
View Edit
Added new contact: SIMONNE LAYLIN, Email: SIMONNE.LAYLIN@STATE.CO.US
Added contact: SANDI MEANS
Contact Management Completed
2025-10-22 13:57
View Edit
Added new contact: SANDI MEANS, Email: SANDI.MEANS@STATE.CO.US
Added contact: JEANNA FELDMAN
Contact Management Completed
2025-10-22 13:56
View Edit
Added new contact: JEANNA FELDMAN, Email: JENNA.FELDMANN@STATE.CO.US
Added contact: LEXI MAY
Contact Management Completed
2025-10-22 13:56
View Edit
Added new contact: LEXI MAY, Email: lexi.may@state.co.us
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5606 $407.00 Accepted — 2025-08-08 2025-12-31 —
QBRs
Schedule QBR

No QBRs scheduled.