PC
Household Hub
Agent Console
Peter Collins
Insurance Agent
Agent role
Agency-linked book-of-business, P&C servicing and client relationship management.
OPP-2108 · Opportunity
Ruiz Household · Assigned book of business
Category
Lifecycle Stage
Operational Status
SLA State
Owner
Scope
CANONICAL EVENTS
Today, 10:42 AM
Opportunity updated
OPP-2108 · Open
Today, 10:18 AM
Activity recorded
Rachel Morgan · Rachel Morgan
Aug 22, 9:14 AM
Record created
OPP-2108 entered assigned Agent scope