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OP-118 · Opportunity

Ruiz Home + Auto

Ruiz Household · Household Request · Peter Collins · Dallas

In Progress

Category

P&C

Lifecycle Stage

Proposal / Quote

Operational Status

In Progress

SLA State

Due Soon

Owner

Peter Collins

Branch

Dallas

Timeline & audit history
  1. 1

    Consumer service request created

    Consumer → Agency Service Queue · Today

  2. 2

    Request routed to P&C Service Team

    Routing rule · Dallas Branch · Today

  3. 3

    Jamie contacted household

    Communication CM-918 logged · Today

  4. 4

    Home declarations requested

    Document DC-608 · Waiting on Household · Yesterday

  5. 5

    Household uploaded document

    Repository updated · reviewer notified · Yesterday

  6. 6

    Additional need identified

    Professional evaluation requested · Yesterday

  7. 7

    Agent handoff accepted

    Opportunity OP-118 created with source context · Yesterday

  8. 8

    Application tracked

    AP-503 · external submission not yet completed · Yesterday

  9. 9

    Policy record updated

    PL-4421 · provenance retained · Yesterday

  10. 10

    Service request resolved

    Consumer and household timeline updated · Yesterday