PC
R

Ruiz Household

ActiveClient

Elena Ruiz · Primary Contact

Young's Insurance · Assigned Agent Peter Collins

Advisor Rachel MorganNavigator Nora BennettMember since March 2023Last activity Today, 10:42 AM
CRMAssigned book

Activities

Ruiz Household · HH-2041

HOUSEHOLD WORKSPACE

Activities

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