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
AccountAssigned book

Documents

Chen Household · HH-2038

HOUSEHOLD WORKSPACE

Documents

DocumentIDTypeCategoryRelated recordStatusVerificationSourceUpdatedAction
Home InventoryDOC-4412InventoryP&CPOL-HO-7711Needs ReviewUnverifiedHouseholdToday, 10:42 AM