Last call 1h ago
Oct 19, 2026, 6:12 PM · Callback
Kept her appointment and liked the Mutual of Omaha quote at $108/mo. Said she'd decide over the weekend.
“Did you get a chance to look it over? Happy to answer anything that came up.”
She's cautious, not cold — no pressure, just make the next step easy.
Tasha Monroe
+12105550152
Phone
+12105550152
tasha.monroe@example.com
Preferred Call Time
Afternoons
State
Texas
City
Austin
ZIP
78745
Date of Birth
1972-07-09
Age
54
Age Range
50-59
Gender
female
Marital Status
Married
Dependents
2
Occupation
Office manager
Build
BMI 29.5 · 65in / 177lb
Coverage Interest
Mortgage protection
Coverage For
My spouse and kids
Coverage Amount
$270,000
Term Length
25 yrs
Product Type
Term life
Existing Coverage
Yes
Quoted Premium
$108/mo
Quoted Carrier
Mutual of Omaha
Health Status
Good
Campaign
MP — Texas homeowners
Submitted
Oct 10, 2026, 6:00 PM
Form Verified
No
Additional details
Best Time To Call
Afternoons
Is There A Co Borrower?
Yes
Mortgage Balance
$270,000
Tobacco In The Last 12 Months?
No
Who Would The Coverage Protect?
My spouse and kids
Years Left On The Mortgage
22
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Status
Completed / past
Has a booked appointment
When
Wed, Oct 14, 4:00 PM CT
MP review
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No reminder
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Active