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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
| Document | ID | Type | Category | Related record | Status | Verification | Source | Updated | Action |
|---|---|---|---|---|---|---|---|---|---|
| Home Inventory | DOC-4412 | Inventory | P&C | POL-HO-7711 | Needs Review | Unverified | Household | Today, 10:42 AM |