Last call Aug 21, 2026, 7:24 PM
Aug 21, 2026, 7:24 PM · Sold
Sold — Foresters Financial, $42/mo.
“Just checking the policy paperwork arrived OK.”
Happy customer — ask for one referral.
Tammy Crenshaw
+12105550171
Phone
+12105550171
tammy.crenshaw@example.com
Preferred Call Time
Evenings
State
Texas
City
Lubbock
ZIP
79424
Date of Birth
1984-03-12
Age
42
Age Range
40-49
Gender
female
Marital Status
Married
Dependents
2
Occupation
Warehouse supervisor
Build
BMI 31.6 · 66in / 196lb
Coverage Interest
Mortgage protection
Coverage For
My kids
Coverage Amount
$225,000
Term Length
30 yrs
Product Type
Term life
Quoted Premium
$42/mo
Quoted Carrier
Foresters Financial
Health Status
Excellent
Campaign
Mailer — new mortgages Q3
Submitted
Aug 17, 2026, 1:26 PM
Form Verified
No
Underwriting signals
Additional details
Best Time To Call
Evenings
Is There A Co Borrower?
Yes
Mortgage Balance
$370,000
Tobacco In The Last 12 Months?
No
Who Would The Coverage Protect?
My kids
Years Left On The Mortgage
18
Quotes saved from the internal final expense toolkit for this lead. Click one to reload it.
Uses Claude to extract structured fields from the notes above. You’ll review every change before anything is saved.
mode
Outbound
Text Replied is set automatically when the lead replies by text.
Add a time to book it on the Appointments page (with agent alerts).
Call history is shown above.
Loading policies…
Monthly premium
$42.42($509.04/yr)
Face amount
$225,000
Whether this lead booked a callback time, and the booking's status.
Status
Completed / past
Has a booked appointment
When
Wed, Aug 19, 12:30 PM CT
MP review
Reminder
—
No reminder
Cancellation
—
Active