Operations

Patricia Vega

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Contact · person

Patricia Vega

Active client. Health policy bound 2025.

VIPRenewal Review
Client

Owner: Earnest A. Pinder III

Last activity: Apr 2, 2026

Preferred channel
Email
Date of birth
Apr 30, 1968Age 58
Household
Vega Household
Source
Referred by Diane Hollis
Contact type
Primary Contact
SSN
***-**-2468SSN · Verified

Actions

Contact IntelligenceOperational summary
Lifecycleclient
Open tasks1
Open opportunities1
Household1Vega Household
Missing items0All required items captured
Last touchApr 20, 2026review_request · outbound

Profile completeness

100%

Missing data

None

Service needs

Life, Budget

Total household income

$11,000

Total monthly expenses

$9,270

Disposable income

$1,730

Illustration status

presented

Beneficiaries

Allocated 100% (1)

Banking on file

1 account(s)

Next follow-up

Jan 8, 2026

Renewal date

Nov 4, 2026

Briefing

Existing client. Health policy active with Florida Blue since 2025. Annual review scheduled. Strong referral generator.