Follow-up performed with broker
2026-08-31 14:20 · Maya Admin · Dana confirmed the renewed certificate is being prepared and should arrive this week.
Trust history
Northline Energy Activity
Review the operational history for this customer.
8 event(s)
Activity History
Task created: Follow up with insurance broker
2026-08-27 09:25 · Maya Admin · Maya Admin owns this broker follow-up for Northline Energy.
OCR completed for Certificate of Insurance
2026-08-27 09:17 · Sidecar · Detected title Certificate of Insurance, category Insurance, effective date 2026-01-01, and expiration date 2027-01-01 with high confidence.
Document uploaded: Certificate of Insurance
2026-08-27 09:15 · Maya Admin · Uploaded coi-5deg.png for OCR-assisted review.
Waiting status changed: Certificate of Insurance
2026-08-24 10:06 · Maya Admin · Moved from Not Waiting to Waiting on Broker after the renewal request was sent.
Request sent: Northline Energy COI renewal request
2026-08-24 10:05 · Maya Admin · To Dana Holt; waiting status changed to Waiting on Broker with follow-up due yesterday.
Task completed: Record onboarding contact
2026-08-23 11:40 · Maya Admin · Captured Priya Nair as the Northline vendor onboarding contact.
Spreadsheet import completed
2026-08-19 08:32 · Maya Admin · Imported sidecar-tenant-export.xlsx: 75 source rows, 12 mapping decisions, and 14 preserved metadata fields.