Morgan Household

ActiveClient

Liam Morgan · Primary Contact

Young's Insurance · Assigned Agent Peter Collins

Advisor Rachel MorganNavigator Nora BennettMember since March 2023Last activity Aug 22

CRMAssigned book

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Morgan Household · HH-2037

HOUSEHOLD WORKSPACE

Updated address confirmationElena Ruiz · Email · Today, 10:18 AMNeeds Response

Renewal consultation confirmedCarlos Ruiz · Call · Today, 9:40 AMReplied

Document upload questionSofia Ruiz · Message · Yesterday, 3:24 PMRead