Chen Household

ActiveOnboarding

Maya Chen · Primary Contact

Young's Insurance · Assigned Agent Peter Collins

Advisor Rachel MorganNavigator Nora BennettMember since March 2023Last activity Yesterday

CRMAssigned book

Activities

Chen Household · HH-2038

HOUSEHOLD WORKSPACE

Document uploadedToday, 10:42 AM · DOC-4412 · Elena RuizNeeds Review

Request routedToday, 10:18 AM · SR-1187 · P&C Service TeamIn Progress

Professional contacted householdYesterday, 3:24 PM · OPP-2104 · Peter CollinsFollow-up Due