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Harbor Insurance
Insurance · Owned by Owen Brooks
63/ 100
HEALTH SCOREAt Risk
ANNUAL RECURRING REVENUE$156KEnterprise account
RENEWAL134 days12 Jan 2027 · 67% likelihood
ACTIVE SEATS172 / 36048% utilization
LAST MEANINGFUL CONTACT22 days agoExpected cadence: 18 days
EXPLAINABLE HEALTHHealth score breakdown
Every component is deterministic and traceable to customer signals.
Weighted score: 63Product AdoptionActive seats, core feature depth, and weekly usage trend5430%
EngagementContact recency and stakeholder engagement trend4220%
Value RealizationOnboarding progress, blockers, and time to first value10015%
SentimentCustomer sentiment and CSAT7015%
Support ExperienceOpen-ticket load and critical issue severity6010%
CommercialRenewal likelihood, timing, and expansion signals6710%
Primary driversNo meaningful contact in 22 days
Active-seat penetration is 48%
3 unresolved support tickets
NEXT BEST ACTION
Recommended focus
P2Re-engage the champion and confirm priorities
Contact is outside the Enterprise relationship cadence.
No meaningful contact in 22 daysActive-seat penetration is 48%3 unresolved support tickets
- Goal
- Restore stakeholder engagement and confirm current success outcomes.
- Channel
- Personalized CSM outreach
- Deadline
- Within 5 business days
PRODUCT ADOPTION
Usage and capability depth
↘ -9%Seat activation172 of 360
11 assistants6 workflows3 knowledge sources ONBOARDING & VALUE
Value realization
100%
✓Contract Signed
✓Technical Setup
✓Training
✓First Value
✓Complete
- Current stage
- Complete
- Time to value
- Complete
- Days since signup
- 566
- Target completion
- 7 Apr 2025
RELATIONSHIP & SUPPORT
Customer signals
EngagementDeclining↘ Declining SentimentNeutral7.3/10 CSAT COMMERCIAL
Renewal & expansion
- ARR
- $156K
- Renewal date
- 12 Jan 2027
- Days remaining
- 134
- Expansion signal
- Not currently
CUSTOMER HISTORY
Recent timeline
Latest 3 eventsCustomer touchpointLast recorded customer conversation.
9 Aug 2026 Support case updated3 issues remain open.
15 Aug 2026 Health score recalculatedUsage trend moved to stable.
28 Jul 2026