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Broker Record — HubSpot CRM Integration
PW
Pacific Western Insurance Group
San Francisco, CA  |  Principal Broker: James Holloway
Appointed  Preferred Tier
License Number
CA-0H84821
License Expiry
Sep 30, 2025 167 days
Appointment Date
March 12, 2019
E&O Expiry
Jan 15, 2026
Phone
(415) 552-0188
Email
jholloway@pacificwestern.com
Last Activity
Apr 8, 2025 — Submission: Marin Landscape Co.
HubSpot Contact
 ID #2884719 — Open in HubSpot
HubSpot Sync Status
Connected
Last synced: Apr 10, 2025 at 9:14 AM  |  Sync interval: 15 min
Timestamp Event Direction Status
9:14 AM Submission Received Push to HubSpot Synced
Apr 7 Policy Bound Push to HubSpot Synced
Apr 3 Audit Triggered Push to HubSpot Synced
Mar 28 License Expiring Push to HubSpot Error — retry 3
Mar 22 Submission Received Push to HubSpot Synced
Live Event Stream — HubSpot
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UW Event Today 9:14 AM
Submission received — (WC, $2.4M payroll)
Pushed — Deal created in HubSpot
Claims Event Today 8:47 AM
New claim filed — (Policy WC-2024-00441) — Laceration, Lost Time
Pushed — Activity logged on Contact
UW Event Apr 7, 3:22 PM
Policy bound — (WC-2025-00518) — Eff. May 1, 2025
Pushed — Deal stage updated to "Closed Won"
Audit Event Apr 3, 10:05 AM
Physical audit triggered — — Audit period: CY 2024
Pushed — Task created for broker follow-up
CRM Update Mar 28, 4:50 PM
License expiry alert — — CA-0H84821 expires Sep 30
Error — rate limit exceeded, retrying
UW Event Mar 22, 11:30 AM
Declination issued — — Reason: Loss ratio exceeds threshold
Pushed — Deal stage updated to "Closed Lost"
Claims Event Mar 19, 2:15 PM
Claim closed — (Claim #WC-2024-0218) — Total incurred: $47,200
Pushed — Activity logged, loss ratio updated
Audit Event Mar 14, 9:00 AM
Audit complete — — Additional premium: $8,420
Pushed — Deal revenue updated in HubSpot