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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
| Policy | Household | Category | Carrier | Insured | Status | Effective | Renewal | Review | Action |
|---|---|---|---|---|---|---|---|---|---|
Homeowners Policy POL-HO-7711 | Ruiz Household | P&C | Travelers | Elena & Carlos Ruiz | Active | Sep 12, 2025 | Sep 12, 2026 | In Progress | |
Auto Policy POL-AU-3384 | Ruiz Household | P&C | Progressive | Elena & Carlos Ruiz | Active | Jan 18, 2026 | Jan 18, 2027 | Current | |
Life Coverage POL-LF-9008 | Ruiz Household | Health & Life | Guardian Life | Elena Ruiz | Active | Apr 04, 2023 | Apr 04, 2027 | Restricted context |