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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
Today, 10:42 AM
Document uploaded
DOC-4412 · Home inventory added
Today, 10:18 AM
Service Request updated
SR-1187 · In Progress
Aug 20, 3:24 PM
Opportunity created
OPP-2104 · Needs Agent Review
Mar 12, 2026
Household Score Recalibrated
Building → Established · Category weights updated