No calls yet
Referral from Ryan Tanaka. Filled the form two days ago, answered Jordan's first text, then asked for a human call. High intent, prefers the phone.
“Brian, it's Priya — Ryan said you'd want to get this done before November.”
He asked how this is different from keeping VGLI and its age-based price increases — he expects a comparison, not a pitch.
Brian Sullivan
+15095550145
Phone
+15095550145
brian.sullivan@example.com
Preferred Call Time
Mornings
State
Washington
City
Lakewood
ZIP
98499
Date of Birth
1961-11-22
Age
64
Age Range
60-69
Gender
male
Marital Status
Married
Dependents
0
Occupation
Federal employee
Build
BMI 25.8 · 71in / 185lb
Coverage Interest
Veteran life
Coverage For
My wife
Coverage Amount
$200,000
Term Length
20 yrs
Product Type
Term life
Health Status
Good
Follow-Up SMS
Paused
Submitted
Oct 17, 2026, 10:40 PM
Form Verified
No
Additional details
Best Time To Call
Mornings
Branch Of Service
Marine Corps
Coverage You're Looking For
$200,000
Current Life Coverage
None — SGLI ended at separation
Tobacco In The Last 12 Months?
No
Va Disability Rating
30%
Who Would The Coverage Protect?
My wife
Years Of Service
2012–2018
Notes
Birthday in November — wants coverage locked in before his rate goes up Wife Diane is the beneficiary Takes blood-pressure medication, nothing else
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).
No calls logged yet.
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
—
—