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OPP-2104 · Opportunity

Umbrella Coverage Review

Ruiz Household · Assigned book of business

In Progress

Category

P&C

Lifecycle Stage

Needs Agent Review

Operational Status

In Progress

SLA State

On Track

Owner

Peter Collins

Scope

Assigned book
OverviewActivitiesCommunicationsDocumentsTasksTimeline

CANONICAL EVENTS

Timeline & audit history

Today, 10:42 AM

Opportunity updated

OPP-2104 · In Progress

Today, 10:18 AM

Activity recorded

Peter Collins · Peter Collins

Aug 22, 9:14 AM

Record created

OPP-2104 entered assigned Agent scope