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Lee Household
ActiveClientDaniel Lee · Primary Contact
Young's Insurance · Dallas Branch
Agent Rachel MorganAdvisor Rachel MorganNavigator Nora BennettMember since March 2023Last activity Today, 9:18 AM
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Household Hub
Agency CRM
Adam Young
Agency Owner
Agency scope
Agency CRM, pipeline, service operations, and team workload for this agency.
Daniel Lee · Primary Contact
Young's Insurance · Dallas Branch
Lee Household · HH-2039
Household workspace
| Policy | Household | Category | Carrier | Insured | Status | Effective | Renewal | Review | Action |
|---|---|---|---|---|---|---|---|---|---|
Homeowners Policy POL-HO-7721 | Lee Household | P&C | Travelers | Daniel Lee | Active | — | Sep 12 | Current | |
Auto Policy POL-AU-5384 | Lee Household | P&C | Progressive | Daniel Lee | Active | — | Jan 18 | Current | |
Life Coverage POL-LF-5908 | Lee Household | P&C | Guardian Life | Daniel Lee | Active | — | Active | Current |