COLORADO BUREAU OF INVESTIGATION

Customer ID: 100251

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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 health score of 10/10 indicates a strong relationship with the customer.
  • ✅Multiple recent contacts and updates on the same day suggest proactive engagement.
  • ✅The account has a new manager, which could lead to fresh perspectives and improvements in service.
Risks
⚠️The industry is unknown, making it difficult to tailor specific solutions without more context.
⚠️The total value of $407.00 may indicate a small account, which could result in lower priority compared to larger accounts.
Opportunities
📈Recent additions to the contact list provide an opportunity to strengthen relationships and understand customer needs better.
📈Scheduling a Quarterly Business Review offers a chance to gather feedback and explore upsell or cross-sell opportunities.
📈The presence of a new account manager can be leveraged to reset and potentially expand the scope of services offered.
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.