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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
Umbrella Coverage Review
Why this exists
Household coverage context indicates a liability coverage review may be appropriate.
Verified P&C Coverage Context · Available
Retirement Planning Conversation
Why this exists
Household has an active retirement-planning goal and no current retirement planning engagement.
Household Goal · Referral required