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Ruiz Household
ActiveClientElena Ruiz · Primary Contact
Young's Insurance · Dallas Branch
Agent Peter CollinsAdvisor Rachel MorganNavigator Nora BennettMember since March 2023Last activity Today, 10:42 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.
Elena Ruiz · Primary Contact
Young's Insurance · Dallas Branch
Ruiz Household · HH-2041
Household workspace
| Claim | Policy | Type | Member | Status | Team | Last update | Next follow-up | Action |
|---|---|---|---|---|---|---|---|---|
| CLM-6042 | POL-AU-3384 | Auto Glass | Carlos Ruiz | Information Requested | Claims Support | Aug 22 | Aug 26 |