Overdue
Active
Contact Info
| Phone | — |
| — | |
| Address | 4540 Southside Blvd STE 303 |
| City / ZIP | Jacksonville, 32216-5488 |
| Zone | PRIMARY |
| Contact Method | Physical Stop |
Contacts
-
Kevin Green Primary — CPA
-
Jan Zeilie — CPA
Visit Cadence
| Tier / Freq | Silver — Bi-Weekly |
| Last Visit | 2026-07-22 |
| Scheduled | — |
| Next Visit (Steve's override) | — not set — |
| Last Action | Stop In |
| Next Action | Drop/Stop In |
Selling Season Progress
-
Ways We Partner + Wheel of ServicesNext up
-
Retirement + PEO
-
Workers Comp + SixFifty HR
-
Merchant Services + Funding Solutions
Next up: stage 1 of 4 —
Ways We Partner + Wheel of Services
Notes
Virtual Summit Info
Virtual Summit Info
Big 6 Talking Points
Lead with: 4-Ways
- 4 Ways to Partner Never Covered
- Merchant Services Never Covered
- 401k/Retirement Never Covered
- PEO Never Covered
- HR 650 Never Covered
- Payroll/WC Never Covered
Requests / Asks
No requests logged yet.