| Date | Description |
|---|
| 2024-03-13 |
insert ceo Linzy Jean Frank |
| 2024-03-13 |
insert founder Linzy Jean Frank |
| 2024-03-13 |
delete person Ashley Wicks |
| 2024-03-13 |
insert person Grace Kathy Alcantara |
| 2024-03-13 |
insert person Jessabel Santelices |
| 2024-03-13 |
insert person Sarah McLaughlin |
| 2024-03-13 |
update person_description Cheryl Amidon => Cheryl Amidon |
| 2024-03-13 |
update person_description Dan Martin => Dan Martin |
| 2024-03-13 |
update person_description Linzy Frank => Linzy Jean Frank |
| 2024-03-13 |
update person_title Cheryl Amidon: Operations Manager => Sales Consultant |
| 2024-03-13 |
update person_title Connor Frank: Licensed Risk Advisor - Service => Customer Experience Lead |
| 2024-03-13 |
update person_title Dan Martin: Client Relations Manager => Commercial Business Development Specialist |
| 2024-03-13 |
update person_title Linzy Jean Frank: Owner => CEO; Founder |
| 2024-03-13 |
update person_title Nicholas Filippi: Licensed Risk Advisor - Sales => Personal Lines Development Specialist |
| 2024-03-13 |
update person_title Sarah Ideman: Licensed Risk Advisor - Service => Customer Support Advisor |
| 2023-09-23 |
delete person Ian Frank |
| 2023-09-23 |
insert person Connor Frank |
| 2023-09-23 |
insert person Sarah Ideman |
| 2023-09-23 |
update person_description Ashley Wicks => Ashley Wicks |
| 2023-09-23 |
update person_description Linzy Frank => Linzy Frank |
| 2023-09-23 |
update person_title Ashley Wicks: Administrative Assistant => Licensed Risk Advisor |
| 2023-09-23 |
update person_title Cheryl Amidon: Licensed Risk Advisor => Operations Manager |
| 2023-09-23 |
update person_title Dan Martin: Sales Executive => Client Relations Manager |
| 2023-09-23 |
update person_title Lindsay Pawlewicz: Licensed Risk Advisor => Sales & Marketing Manager |
| 2023-09-23 |
update person_title Linzy Frank: Principal; Agent => Owner |
| 2023-09-23 |
update person_title Nicholas Filippi: Licensed Risk Advisor => Licensed Risk Advisor - Sales |
| 2023-08-04 |
delete person Megan Leffew |
| 2023-08-04 |
insert person Ashley Wicks |
| 2023-04-28 |
insert person Dan Martin |
| 2023-04-28 |
insert person Ian Frank |
| 2023-04-28 |
insert person Megan Leffew |
| 2023-02-24 |
delete person Morgan Jordan |
| 2023-01-23 |
delete address 212 E Manlius St
Suite 207
East Syracuse, New York 13057 |
| 2023-01-23 |
insert address 212 E Manlius St
East Syracuse, New York 13057 |
| 2023-01-23 |
update person_title Cheryl Amidon: Customer Service Specialist => Licensed Risk Advisor |
| 2023-01-23 |
update person_title Nicholas Filippi: Licensed Insurance Consultant => Licensed Risk Advisor |
| 2023-01-23 |
update primary_contact 212 E Manlius St
Suite 207
East Syracuse, New York 13057 => 212 E Manlius St
East Syracuse, New York 13057 |
| 2022-12-19 |
delete address 3650 James Street
Suite 207
Syracuse, New York 13206 |
| 2022-12-19 |
delete person Michael Menzari |
| 2022-12-19 |
insert address 212 E Manlius St
Suite 207
East Syracuse, New York 13057 |
| 2022-12-19 |
insert person Cheryl Amidon |
| 2022-12-19 |
update person_title Lindsay Pawlewicz: null => Licensed Risk Advisor |
| 2022-12-19 |
update primary_contact 3650 James Street
Suite 207
Syracuse, New York 13206 => 212 E Manlius St
Suite 207
East Syracuse, New York 13057 |
| 2022-10-14 |
insert person Morgan Jordan |
| 2022-09-11 |
insert person Lindsay Pawlewicz |
| 2022-09-11 |
update person_title Michael Menzari: Agent => Licensed Insurance Consultant |