Overdue
Active
Contact Info
| Phone | — |
| — | |
| Address | 303 CENTRE ST. STE, 201 |
| City / ZIP | Fernandina Beach, 32034 |
| Zone | PRIMARY |
| Contact Method | Physical Stop |
Contacts
No contacts yet.
Visit Cadence
| Tier / Freq | Bronze — Monthly |
| Last Visit | 2026-09-15 |
| Scheduled | — |
| Next Visit (Steve's override) | — not set — |
| Last Action | Drop Materials |
| Next Action | — |
Selling Season Progress
-
Ways We Partner + Wheel of Services
-
Retirement + PEONext up
-
Workers Comp + SixFifty HR
-
Merchant Services + Funding Solutions
Next up: stage 2 of 4 —
Retirement + PEO
Big 6 Talking Points
Lead with: 4-Ways
- 4 Ways to Partner Never Covered
- Merchant Services 2026-09-15 Neutral
- 401k/Retirement Never Covered
- PEO Never Covered
- HR 650 Never Covered
- Payroll/WC Never Covered
Requests / Asks
No requests logged yet.
Visit History
1 stop
-
Left wheel, merch, Pro. Spoke with Brandon "all set with payroll in house"
Merchant Services — NeutralMet