Household Hub
Agency CRM
Adam Young
Agency Owner
Agency scope
Agency CRM, pipeline, service operations, and team workload for this agency.
James Wilson · Primary Contact
Young's Insurance · Dallas Branch
82
/ 100
Household intelligence
Household Score
Good StandingOrganizational health across five household categories.
Life Stage: Established
Umbrella coverage not on file
Disability coverage unverified
Investment review over 6 months old
Year-end CPA meeting not scheduled
Guardian record requires verification
Current Stage
Active Client
Annual Review
Due Aug 28, 2026
REV-2048
Open Work
5 items
Service
1 at risk
Documents
2 requiring attention
Household workspace
Household workspace
Primary Contact
Elena Ruiz
Household Members
3 · 2 adults, 1 dependent
Relationship Source
Agency referral
Data Source
Verified agency records
Verification State
Verified Aug 12, 2026
Member Since
March 2023
Last Activity
Today, 10:42 AM
Agency
Young's Insurance
Household workspace
Household workspace
Household workspace
90/100
Good StandingView Details →
85/100
Good StandingView Details →
80/100
Good StandingView Details →
85/100
Good StandingView Details →
65/100
Needs AttentionView Details →
Household workspace
| Record | Work Item | Owner | Due / SLA | Status | |
|---|---|---|---|---|---|
| REV-2048 | Annual Household Review | Nora Bennett | Aug 28 | Due soon | |
| SR-1187 | Address & Coverage Update | P&C Service Team | 4h SLA | At risk | |
| TSK-6631 | Document Verification | Nora Bennett | Aug 23 | In progress | |
| REN-3092 | Homeowners Policy Renewal | Peter Collins | Sep 12 | In progress | |
| TSK-6654 | Beneficiary Review Follow-up | Rachel Morgan | Sep 18 | Open |
Household workspace
Household workspace
Next Review
Aug 28, 2026
Status
Due Soon
Last Completed
Aug 22, 2025
Coordinator
Nora Bennett
Household workspace
Why this exists
Verified household coverage context indicates a liability coverage review may be appropriate.
Why this exists
Household has an active retirement-planning goal and no current retirement planning engagement.
Household workspace
Household workspace