PC
CRMAssigned book
Activities
Calls, notes, meetings and record events across your assigned book.
Household Hub
Agent Console
Peter Collins
Insurance Agent
Agent role
Agency-linked book-of-business, P&C servicing and client relationship management.
Calls, notes, meetings and record events across your assigned book.
| Activity | Type | Household | Related Record | Agent / Professional | Date / Time | Outcome | Status | Action | |
|---|---|---|---|---|---|---|---|---|---|
Document uploaded ACT-7712 | Document | Ruiz Household | DOC-4412 | Elena Ruiz | Today, 10:42 AM | Needs Review | Open | View → | |
Request routed ACT-7709 | Service Request | Ruiz Household | SR-1187 | P&C Service Team | Today, 10:18 AM | In Progress | Open | View → | |
Professional contacted household ACT-7701 | Call | Ruiz Household | OPP-2104 | Peter Collins | Yesterday, 3:24 PM | Follow-up Due | Open | View → |
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