PC
C

Carter Household

ActiveAnnual Review

Mia Carter · Primary Contact

Young's Insurance · Assigned Agent Peter Collins

Advisor Rachel MorganNavigator Nora BennettMember since March 2023Last activity Aug 20
AccountAssigned book

Timeline

Carter Household · HH-2036

HOUSEHOLD WORKSPACE

Timeline

Today, 10:42 AM

Document uploaded

DOC-4412 · Home inventory added

Today, 10:18 AM

Service Request updated

SR-1187 · In Progress

Aug 20, 3:24 PM

Opportunity created

OPP-2104 · Needs Agent Review

Mar 12, 2026

Household Score Recalibrated

Building → Established · Category weights updated