Last call 2d ago
Oct 16, 2026, 10:46 PM · Quoted
Quoted Foresters Financial at $118/mo on the last call. Hasn't decided yet.
“Did you get a chance to look over the numbers?”
Ask what's holding them back before you re-pitch.
Monica Holloway
+12145550140
Phone
+12145550140
monica.holloway@example.com
Preferred Call Time
Mornings
State
Texas
City
Killeen
ZIP
76542
Date of Birth
1969-03-11
Age
57
Age Range
50-59
Gender
female
Marital Status
Single
Dependents
2
Occupation
Sales rep
Build
BMI 36.5 · 60in / 187lb
Coverage Interest
Mortgage protection
Coverage For
My spouse and kids
Coverage Amount
$170,000
Term Length
30 yrs
Product Type
Term life
Existing Coverage
Yes
Quoted Premium
$118/mo
Quoted Carrier
Foresters Financial
Health Status
Good
Campaign
MP — Texas homeowners
Submitted
Oct 12, 2026, 9:43 PM
Form Verified
No
Underwriting signals
Additional details
Best Time To Call
Mornings
Is There A Co Borrower?
Yes
Mortgage Balance
$220,000
Tobacco In The Last 12 Months?
No
Who Would The Coverage Protect?
My spouse and kids
Years Left On The Mortgage
21
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…
Whether this lead booked a callback time, and the booking's status.
Status
Not scheduled
No appointment booked
When
—
Prefers Mornings
Reminder
—
No reminder
Cancellation
—
—