PC
C

Chen Household

ActiveOnboarding

Maya Chen · Primary Contact

Young's Insurance · Assigned Agent Peter Collins

Advisor Rachel MorganNavigator Nora BennettMember since March 2023Last activity Yesterday
82/100

HOUSEHOLD INTELLIGENCE

Household Score

Good Standing

Organizational health across five household categories. Life Stage: Established

P&C

25% weight

90

Umbrella coverage not on file

Health & Life

25% weight

85

Verified household context

Financial

25% weight

80

Verified household context

Tax

10% weight

85

Verified household context

Estate

15% weight

65

Guardian relationship requires verification

Policies3 Active

HOUSEHOLD WORKSPACE

Needs Attention

1At RiskAddress & Coverage UpdateSR-1187 · P&C Service Team · 4h SLA
2Due SoonAnnual Household ReviewREV-2048 · Nora Bennett · Aug 28
3In ProgressDocument VerificationTSK-6631 · Peter Collins · Aug 23
4In ProgressHomeowners Policy RenewalREN-3092 · Peter Collins · Sep 12

HOUSEHOLD WORKSPACE

Household Summary

Primary Contact

Maya Chen

Relationship Source

Agency referral

Verification State

Verified Aug 12, 2026

Member Since

March 2023

Last Activity

Yesterday

Agency

Young's Insurance

HOUSEHOLD WORKSPACE

Household Members

ERElena RuizPrimary Account Holder · Age 52
CRCarlos RuizSpouse / Partner · Age 50
SRSofia RuizDependent / Minor · Age 16

HOUSEHOLD WORKSPACE

Assigned Relationships

PCPeter CollinsAssigned Agent
RMRachel MorganFinancial Advisor
NBNora BennettNavigator
OGOwen GrantTax Professional · Restricted

HOUSEHOLD WORKSPACE

Household Protection & Preparedness

P&C

90/100

Strong

Homeowners + 2 auto policies current

Health & Life

85/100

Strong

Health plan and primary life coverage active

Financial

80/100

Building

Retirement account and match verified

Tax

85/100

Strong

Federal and state returns filed

Estate

65/100

Needs Attention

Guardian record requires verification

HOUSEHOLD WORKSPACE

Open Work & Service

SR-1187Address & Coverage UpdateP&C Service Team4h SLAAt Risk
REV-2048Annual Household ReviewNora BennettAug 28Due Soon
TSK-6631Document VerificationPeter CollinsAug 23In Progress
REN-3092Homeowners Policy RenewalPeter CollinsSep 12In Progress
TSK-6654Beneficiary Review Follow-upRachel MorganSep 18Open

HOUSEHOLD WORKSPACE

Active Policies

View all 3 →
Homeowners PolicyPOL-HO-7711 · Travelers · Renews Sep 12, 2026Auto PolicyPOL-AU-3384 · Progressive · Renews Jan 18, 2027Life CoveragePOL-LF-9008 · Guardian Life · Renews Apr 04, 2027

HOUSEHOLD WORKSPACE

Annual Review

Due Soon

Annual Household Review

REV-2048 · Due Aug 28, 2026

HOUSEHOLD WORKSPACE

Opportunities

Needs Agent Review

Umbrella Coverage Review

WHY THIS EXISTS

Household coverage context indicates a liability coverage review may be appropriate.

Referral Required

Retirement Planning Conversation

WHY THIS EXISTS

Household has an active retirement-planning goal and no current retirement planning engagement.

HOUSEHOLD WORKSPACE

Recent Household Activity

Document uploadedToday, 10:42 AM · DOC-4412
Request routedToday, 10:18 AM · SR-1187
Professional contacted householdYesterday, 3:24 PM · OPP-2104

HOUSEHOLD WORKSPACE

Upcoming Work

AUG28Annual Household Review
SEP05Policy Renewal Consultation
SEP12Homeowners Renewal