P
Professional ConsoleP&C AGENT · PETER
Households
Households assigned to your current professional relationship and permission scope.
Assigned Households
84
Needs Attention
9
Reviews Due
7
Open Opportunities
12
Documents Waiting
6
Relationship
Category
Status
Last Contact
Sort
| HOUSEHOLD | PRIMARY CONTACT | PROFESSIONAL RELATIONSHIP | CURRENT WORK | OPPORTUNITIES | LAST CONTACT | NEXT ACTION | STATUS | Actions | |
|---|---|---|---|---|---|---|---|---|---|
Smith Household HH-1000 | Avery Smith Email + SMS | Peter · P&C Agent Northline Agency | Annual review | 2 | Aug 18 | Schedule review | Needs Attention | View | |
Davis Family HH-1001 | Morgan Davis Email + SMS | Peter · P&C Agent Northline Agency | Flood risk review | 1 | Today | Review opportunity | Review Due | View | |
Ruiz Household HH-1002 | Elena Ruiz Email + SMS | Peter · P&C Agent Northline Agency | Document review | 1 | Yesterday | Verify document | Active | View | |
Carter Household HH-1003 | Noah Carter Email + SMS | Luci · Life Agent Northline Agency | Beneficiary update | 1 | Aug 14 | Follow up | Waiting | View | |
Lee Household HH-1004 | Grace Lee Email + SMS | Eleanor · Estate Attorney Northline Agency | Navigator handoff | 0 | Aug 12 | Accept handoff | Needs Attention | View | |
Patel Household HH-1005 | Mira Patel Email + SMS | Peter · P&C Agent Northline Agency | Renewal | 1 | Aug 11 | Carrier quote | Active | View |
Showing 1–6 of 6
Rows
25