No calls yet
High engagement: replied to two texts and opened the calendar twice, but didn't book. Something is holding her back — the schedule, and her husband.
“Want me to find a time after 4 so your husband can be on too?”
Do not push a morning slot. Offer late afternoon and include the husband explicitly.
Michelle Pham
+19165550172
Phone
+19165550172
michelle.pham@example.com
Preferred Call Time
Afternoons
State
California
City
Fresno
ZIP
93722
Date of Birth
1977-09-11
Age
49
Age Range
40-49
Gender
female
Marital Status
Single
Dependents
2
Occupation
Federal employee
Build
BMI 28.4 · 68in / 187lb
Coverage Interest
Veteran life
Coverage For
My kids
Coverage Amount
$450,000
Term Length
10 yrs
Product Type
Term life
Existing Coverage
Yes
Health Status
Good
Submitted
Oct 17, 2026, 1:05 AM
Form Verified
Yes
Underwriting signals
Additional details
Best Time To Call
Afternoons
Branch Of Service
Marine Corps
Coverage You're Looking For
$450,000
Current Life Coverage
Through my employer
Tobacco In The Last 12 Months?
No
Va Disability Rating
50%
Who Would The Coverage Protect?
My kids
Years Of Service
2009–2019
Notes
Works nights — mornings are bad Wants her husband on the call Estimated $82/mo from her quoter answers
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 Afternoons
Reminder
—
No reminder
Cancellation
—
—