Smith Household
Active Client HouseholdMarried coupleMy customer
- Primary residence
- 123 Main Street, Haddonfield, NJ 08033
- Members
- 2 people
- Policies
- 3
- Open work
- 1 opportunity · 1 service request
- Primary Producer
- Jerome Patterson
- Next action
- Call regarding life review
- Last activity
- Today · Email
Relationship Summary
- Relationship
- Married couple, one household
- Primary residence
123 Main Street
Haddonfield, NJ 08033Current: 123 Main Street, Haddonfield, NJ 08033
- Primary Producer
- Jerome Patterson
- Preferred contact
- Email for documents, phone for questions
The Household is a relationship summary. Vehicles, properties, drivers, and scheduled items are maintained on each policy.
Members
2 people
Needs Attention
- Auto renewal premium increased approximately 14%
- Vehicle-change request is still waiting on the carrier
- No completed life-insurance review is recorded for John
Address History
Where this household has lived
123 Main Street, Haddonfield, NJ 08033
Current primary residence · March 2019 — present
9 Warwick Road, Cherry Hill, NJ 08034
Prior residence · June 2014 — March 2019
Policies at a Glance
Personal Auto · Progressive
Insured: John Smith · Active
Homeowners · Travelers
Insured: John Smith · Active
Life Insurance · Keystone Mutual Life
Insured: Jane Smith · Active