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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
| Request | Related | Owner | Priority | SLA | Status | Last update | Action |
|---|---|---|---|---|---|---|---|
Address & Coverage Update SR-1187 | POL-HO-7711 | P&C Service Team | High | At Risk · 4h | In Progress | 32 min ago |