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Siryous CRM
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Nick DeMarco

😴DormantAcquaintancebrokermarket-intel
Senior Broker, E&S Property · At a national wholesaler (fictional)
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Relationship Intelligence

How we're connected and how strong it is

  • How we met / origin: Industry conference circuit; good market color on E&S property.
  • Strength rationale: Transactional but reliable — answers the phone.
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Business Context

What's going on in their world that matters to us

  • His value: Ground truth on E&S property rates and program appetite.
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Engagement Strategy

The plan for moving this relationship forward

  • Keep-warm: Twice a year; he's a source, not a prospect.
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Notes

Nothing here yet.

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Interaction Log

＋ Log interaction

Logging also bumps “last touch” if this is the newest interaction.

  1. 2026-04-15— Call

    Market-color call. E&S property rates softening at the margin; program appetite still strong for niche books with data. Useful context for the Meridian diligence positioning.