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High engagement: replied to two texts and opened the calendar twice, but didn't book. Something is holding her back — the schedule, and her husband.
“Want me to find a time after 4 so your husband can be on too?”
Do not push a morning slot. Offer late afternoon and include the husband explicitly.
Yolanda Reyes
+14055550177
Phone
+14055550177
yolanda.reyes@example.com
Preferred Call Time
Afternoons
State
Oklahoma
City
Edmond
ZIP
73013
Date of Birth
1978-10-21
Age
47
Age Range
40-49
Gender
female
Marital Status
Single
Dependents
2
Occupation
Nurse
Build
BMI 39.3 · 61in / 208lb
Coverage Interest
Mortgage protection
Coverage For
My kids
Coverage Amount
$235,000
Term Length
20 yrs
Product Type
Term life
Health Status
Good
Submitted
Oct 16, 2026, 11:05 PM
Form Verified
Yes
Underwriting signals
Additional details
Best Time To Call
Afternoons
Is There A Co Borrower?
Yes
Mortgage Balance
$235,000
Tobacco In The Last 12 Months?
Yes
Who Would The Coverage Protect?
My kids
Years Left On The Mortgage
19
Notes
Works nights — mornings are bad Wants her husband on the call Estimated $162/mo from her quoter answers
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mode
Outbound
Text Replied is set automatically when the lead replies by text.
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Status
Not scheduled
No appointment booked
When
—
Prefers Afternoons
Reminder
—
No reminder
Cancellation
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