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
CRMAssigned book

Communications

Chen Household · HH-2038

HOUSEHOLD WORKSPACE

Communications

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