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Apex Coverage Group
Mortgage protection · AI assistant Maya
RF
Ridgeline Financial
Final expense · AI assistant Claire
CL
Coastal Life Partners
Veteran life · AI assistant Jordan
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Apex Coverage Group
Ridgeline Financial
Coastal Life Partners
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AC
Apex Coverage Group
apex.fullkitcrm.com
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61
Quoter
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Demo
M
Maya · 61
DW
Dashboard
Live Debrief
Leads
Appointments
Messages
61
Quoter
Call logs
Settings
Leads
264 total · Maya is working 61 right now
Export
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Maya
Calls
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Next step
Call or text
MB
Marcus Bell
(918) 555-0157 · 45
New
Meta — MP V4
OK
4m ago
Texting
0
3m ago
—
Call Marcus Bell
Text Marcus Bell
ML
Maria Landry
1
(405) 555-0137 · 42
Text Replied
Vendor X Transfers
OK
52m ago
Texting
1
21m ago
—
Call Maria Landry
Text Maria Landry
LS
Lonnie Salinas
3
(918) 555-0138 · 29
Attempted
Mortgage Mailer — Q3
OK
2h ago
Texting
3
42m ago
—
Call Lonnie Salinas
Text Lonnie Salinas
GS
Gloria Simmons
1
(504) 555-0125 · 54
Attempted
Meta — MP V4
LA
2h ago
Texting
1
2h ago
—
Call Gloria Simmons
Text Gloria Simmons
KJ
Kim Jefferson
3
(225) 555-0140 · 33
Phone Contacted
Text Replied
Meta — MP V4
LA
3h ago
Texting
3
37m ago
—
Call Kim Jefferson
Text Kim Jefferson
AT
Amber Tidwell
3
(806) 555-0152 · 36
Phone Contacted
Text Replied
Meta — MP V4
TX
5h ago
Texting
3
3h ago
—
Call Amber Tidwell
Text Amber Tidwell
MF
Monica Fuentes
3
(713) 555-0172 · 59
Attempted
Meta — MP V4
TX
23h ago
Texting
3
22h ago
—
Call Monica Fuentes
Text Monica Fuentes
TJ
Trey Jefferson
(210) 555-0146 · 38
New
Meta — MP V2
TX
23h ago
Texting
0
23h ago
—
Call Trey Jefferson
Text Trey Jefferson
YT
Yvette Thibodeaux
4
(214) 555-0179 · 45
Attempted
Vendor X Transfers
TX
24h ago
Texting
4
22h ago
—
Call Yvette Thibodeaux
Text Yvette Thibodeaux
CV
Crystal Villarreal
(918) 555-0135 · 45
New
Referral
OK
1d ago
Texting
0
1d ago
—
Call Crystal Villarreal
Text Crystal Villarreal
TO
Tina Okafor
(214) 555-0168 · 48
Tue, Oct 20 · 3:30 PM
Scheduled
Text Replied
Scheduled · Tue, Oct 20 · 3:30 PM
Meta — MP V4
TX
1d ago
Texting
0
33m ago
Tue, Oct 20 · 3:30 PM
Call Tina Okafor
Text Tina Okafor
KV
Kurt Villarreal
2
(713) 555-0187 · 51
Tue, Oct 20 · 1:00 PM
Scheduled
Text Replied
Scheduled · Tue, Oct 20 · 1:00 PM
Meta — MP V4
TX
1d ago
Texting
2
1d ago
Tue, Oct 20 · 1:00 PM
Call Kurt Villarreal
Text Kurt Villarreal
ES
Earl Sonnier
2
(504) 555-0127 · 45
Phone Contacted
Text Replied
Meta — MP V4
LA
1d ago
Texting
2
1d ago
—
Call Earl Sonnier
Text Earl Sonnier
DC
Denise Cartwright
2
(806) 555-0183 · 40
Attempted
Meta — MP V4
TX
1d ago
Texting
2
56m ago
—
Call Denise Cartwright
Text Denise Cartwright
BC
Beverly Chu
(225) 555-0183 · 52
Scheduled
Text Replied
Meta — MP V4
LA
1d ago
Texting
0
1d ago
—
Call Beverly Chu
Text Beverly Chu
PN
Pete Novak
1
(210) 555-0140 · 43
Text Replied
Meta — MP V4
TX
1d ago
Texting
1
2h ago
—
Call Pete Novak
Text Pete Novak
AD
Alvin Duhon
(504) 555-0141 · 41
Text Replied
Meta — MP V4
LA
1d ago
Texting
0
1h ago
They texted 1h ago — unanswered
Call Alvin Duhon
Text Alvin Duhon
KW
Karen Whitfield
(512) 555-0166 · 38
Wed, Oct 21 · 4:15 PM
Scheduled
Text Replied
Scheduled · Wed, Oct 21 · 4:15 PM
Meta — MP V4
TX
1d ago
Texting
0
5h ago
Wed, Oct 21 · 4:15 PM
Call Karen Whitfield
Text Karen Whitfield
VG
Vince Gentry
2
(479) 555-0137 · 47
Attempted
Meta — MP V4
AR
2d ago
Texting
2
1d ago
—
Call Vince Gentry
Text Vince Gentry
TB
Terry Bostic
(210) 555-0141 · 48
Fri, Oct 23 · 1:00 PM
Scheduled
Text Replied
Scheduled · Fri, Oct 23 · 1:00 PM
Referral
TX
2d ago
—
0
1d ago
Fri, Oct 23 · 1:00 PM
Call Terry Bostic
Text Terry Bostic
DO
Daniel Okafor
1
(713) 555-0156 · 47
Scheduled
Phone Contacted
Meta — MP V4
TX
2d ago
—
1
1d ago
Appointment — Mon, Oct 19 · 4:45 PM
Call Daniel Okafor
Text Daniel Okafor
LB
Lonnie Batiste
3
1 VM
(817) 555-0168 · 64
Attempted
Meta — MP V4
TX
2d ago
Texting
3
1d ago
—
Call Lonnie Batiste
Text Lonnie Batiste
BH
Bill Hartman
(806) 555-0101 · 59
Text Replied
Referral
TX
2d ago
—
0
3h ago
Handed to you — Asked For A Human Call. Sequence Paused — The Thread Is Yours.
Call Bill Hartman
Text Bill Hartman
RB
Rhonda Beasley
1
(713) 555-0160 · 52
Attempted
Meta — MP V4
TX
2d ago
Texting
1
2d ago
—
Call Rhonda Beasley
Text Rhonda Beasley
CA
Celeste Arceneaux
(479) 555-0141 · 54
Tue, Oct 20 · 2:30 PM
Scheduled
Text Replied
Scheduled · Tue, Oct 20 · 2:30 PM
Meta — MP V4
AR
2d ago
Texting
0
5h ago
Tue, Oct 20 · 2:30 PM
Call Celeste Arceneaux
Text Celeste Arceneaux
JF
Jose Fontenot
6
(318) 555-0154 · 48
Closed · Unresponsive / Can't Reach
Meta — MP V4
LA
2d ago
—
6
23h ago
—
Call Jose Fontenot
Text Jose Fontenot
AP
Angela Price
1
(713) 555-0121 · 50
Scheduled
Text Replied
Phone Contacted
Meta — MP V4
TX
2d ago
Texting
1
6h ago
—
Call Angela Price
Text Angela Price
RA
Ruth Alvarez
(479) 555-0136 · 45
Tue, Oct 27 · 10:30 AM
Scheduled
Text Replied
Scheduled · Tue, Oct 27 · 10:30 AM
Meta — MP V4
AR
2d ago
Texting
0
1d ago
Tue, Oct 27 · 10:30 AM
Call Ruth Alvarez
Text Ruth Alvarez
BM
Bridget Malone
(918) 555-0126 · 50
Missed Call
Meta — MP V4
OK
2d ago
Texting
0
46m ago
—
Call Bridget Malone
Text Bridget Malone
JF
Joanne Fitch
(479) 555-0109 · 47
Text Replied
Landing Page
AR
2d ago
—
0
25m ago
Handed to you — Coverage Question For A Licensed Agent — Maya Doesn'T Answer Policy Questions.
Call Joanne Fitch
Text Joanne Fitch
KD
Kayla Dupree
1
(806) 555-0182 · 49
Attempted
Meta — MP V2
TX
2d ago
Texting
1
2d ago
—
Call Kayla Dupree
Text Kayla Dupree
CJ
Crystal Jefferson
2
(512) 555-0108 · 51
Quoted
Text Replied
Phone Contacted
Meta — MP V4
TX
3d ago
—
2
23h ago
—
Call Crystal Jefferson
Text Crystal Jefferson
RH
Reggie Holloway
3
3 VM
(512) 555-0171 · 60
Attempted
Instant Voicemail
Landing Page
TX
3d ago
Texting
3
2d ago
—
Call Reggie Holloway
Text Reggie Holloway
YR
Yolanda Reyes
1
(405) 555-0177 · 47
Phone Contacted
Text Replied
Landing Page
OK
3d ago
Texting
1
34m ago
—
Call Yolanda Reyes
Text Yolanda Reyes
JM
Jerome McAdams
1
(918) 555-0153 · 52
Wed, Oct 21 · 2:00 PM
Scheduled
Text Replied
Scheduled · Wed, Oct 21 · 2:00 PM
Meta — MP V4
OK
3d ago
Texting
1
2d ago
Wed, Oct 21 · 2:00 PM
Call Jerome McAdams
Text Jerome McAdams
YC
Yvette Crenshaw
2
(713) 555-0113 · 51
Closed · Not Interested
Text Replied
Referral
TX
3d ago
—
2
2d ago
—
Call Yvette Crenshaw
Text Yvette Crenshaw
TH
Terrence Holloway
3
(214) 555-0110 · 48
Quoted
Text Replied
Phone Contacted
Aged Batch 12
TX
3d ago
—
3
2d ago
—
Call Terrence Holloway
Text Terrence Holloway
KE
Kirk Easley
(214) 555-0143 · 45
Text Replied
Meta — MP V4
TX
3d ago
Texting
0
1d ago
—
Call Kirk Easley
Text Kirk Easley
KB
Kayla Boudreaux
6
(806) 555-0146 · 47
Closed · Unresponsive / Can't Reach
Meta — MP V4
TX
3d ago
—
6
2d ago
—
Call Kayla Boudreaux
Text Kayla Boudreaux
SW
Sam Whitfield
2
(405) 555-0130 · 55
Quoted
Text Replied
Phone Contacted
Meta — MP V4
OK
3d ago
—
2
8h ago
—
Call Sam Whitfield
Text Sam Whitfield
HM
Hank Moreau
(318) 555-0134 · 50
Tue, Oct 20 · 10:00 AM
Scheduled
Text Replied
Scheduled · Tue, Oct 20 · 10:00 AM
Meta — MP V4
LA
3d ago
—
0
3d ago
Tue, Oct 20 · 10:00 AM
Call Hank Moreau
Text Hank Moreau
DT
Debra Thibodeaux
3
1 VM
(225) 555-0167 · 43
Attempted
Meta — MP V2
LA
3d ago
Texting
3
2d ago
—
Call Debra Thibodeaux
Text Debra Thibodeaux
GH
Glenn Harrell
(918) 555-0105 · 52
Scheduled
Text Replied
Meta — MP V4
OK
3d ago
—
0
3d ago
—
Call Glenn Harrell
Text Glenn Harrell
PV
Paula Vasquez
2
(918) 555-0101 · 36
Attempted
Referral
OK
4d ago
Texting
2
7h ago
—
Call Paula Vasquez
Text Paula Vasquez
LG
Leticia Gentry
2
1 VM
(214) 555-0161 · 63
Phone Contacted
Text Replied
Referral
TX
4d ago
Texting
2
2d ago
—
Call Leticia Gentry
Text Leticia Gentry
DB
Darlene Broussard
1
(504) 555-0168 · 48
Quoted
Text Replied
Phone Contacted
Meta — MP V4
LA
4d ago
—
1
1d ago
—
Call Darlene Broussard
Text Darlene Broussard
AO
Andre Ochoa
3
(318) 555-0161 · 61
Closed · Changed Mind
Text Replied
Phone Contacted
Meta — MP V2
LA
4d ago
—
3
1d ago
—
Call Andre Ochoa
Text Andre Ochoa
CL
Curtis Lane
3
(512) 555-0146 · 41
Scheduled
Phone Contacted
Mortgage Mailer — Q3
TX
4d ago
—
3
4h ago
—
Call Curtis Lane
Text Curtis Lane
IP
Isaiah Pratt
(817) 555-0150 · 47
Closed · Do Not Call
Vendor X Transfers
TX
4d ago
—
0
4d ago
—
Text Isaiah Pratt
SB
Shane Boudreaux
2
(713) 555-0161 · 47
Text Replied
Meta — MP V2
TX
4d ago
Texting
2
2d ago
—
Call Shane Boudreaux
Text Shane Boudreaux
Showing 1–50 of 264 · newest first
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