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

Tasks

Chen Household · HH-2038

HOUSEHOLD WORKSPACE

Record	Task	Type	Household	Related record	Owner	Due / SLA	Priority	Status
SR-1187	Address & Coverage Update	Service Request	Chen Household	POL-HO-7711	P&C Service Team	4h SLA	Critical	At Risk
REV-2048	Annual Household Review	Review	Chen Household	Chen Household	Nora Bennett	Aug 28	High	Due Soon
TSK-6631	Document Verification	Task / Document	Chen Household	DOC-4412	Peter Collins	Aug 23	High	In Progress
REN-3092	Homeowners Policy Renewal	Renewal	Chen Household	POL-HO-7711	Peter Collins	Sep 12	High	In Progress
TSK-6654	Beneficiary Review Follow-up	Follow-up	Chen Household	POL-LF-9008	Rachel Morgan	Sep 18	Medium	Open