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

AccountAssigned book

Tasks

Ruiz Household · HH-2041

HOUSEHOLD WORKSPACE

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