Last call Oct 5, 2026, 3:31 PM
Oct 5, 2026, 3:31 PM · Quoted
Quoted Transamerica at $32/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.
Marisa Mahoney
+18055550156
Phone
+18055550156
marisa.mahoney@example.com
Preferred Call Time
Afternoons
State
California
City
San Diego
ZIP
92114
Date of Birth
1996-10-18
Age
30
Age Range
30-39
Gender
female
Marital Status
Divorced
Dependents
0
Occupation
Logistics manager
Build
BMI 23.7 · 66in / 147lb
Coverage Interest
Veteran life
Coverage For
My spouse
Coverage Amount
$200,000
Term Length
30 yrs
Product Type
Term life
Quoted Premium
$32/mo
Quoted Carrier
Transamerica
Health Status
Fair
Campaign
Aged revival
Import Batch
Aged batch 4
Submitted
Sep 28, 2026, 11:08 PM
Form Verified
No
Additional details
Best Time To Call
Afternoons
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
None
Who Would The Coverage Protect?
My spouse
Years Of Service
1999–2013
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
Completed / past
Has a booked appointment
When
Mon, Oct 5, 10:30 AM CT · 8:30 AM PT lead's time
Vet coverage review
Reminder
—
No reminder
Cancellation
—
Active