PC
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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
AccountAssigned book

Tasks

Morgan Household · HH-2037

HOUSEHOLD WORKSPACE

Tasks

RecordTaskTypeHouseholdRelated recordOwnerDue / SLAPriorityStatusAction
SR-1187Address & Coverage UpdateService RequestMorgan HouseholdPOL-HO-7711P&C Service Team4h SLACriticalAt Risk
REV-2048Annual Household ReviewReviewMorgan HouseholdMorgan HouseholdNora BennettAug 28HighDue Soon
TSK-6631Document VerificationTask / DocumentMorgan HouseholdDOC-4412Peter CollinsAug 23HighIn Progress
REN-3092Homeowners Policy RenewalRenewalMorgan HouseholdPOL-HO-7711Peter CollinsSep 12HighIn Progress
TSK-6654Beneficiary Review Follow-upFollow-upMorgan HouseholdPOL-LF-9008Rachel MorganSep 18MediumOpen