No calls yet
Referral from Ramon Montoya. Filled the form two days ago, answered Claire's first text, then asked for a human call. High intent, prefers the phone.
“Earl, it's Sam — Ramon said you'd want to get this done before November.”
He asked how this is different from the pre-need plan the funeral home offered — he expects a comparison, not a pitch.
Earl Haskell
+14355550104
Phone
+14355550104
earl.haskell@example.com
Preferred Call Time
Mornings
State
Utah
City
Logan
ZIP
84321
Date of Birth
1945-11-04
Age
80
Age Range
80-89
Gender
male
Marital Status
Single
Dependents
0
Occupation
Church secretary
Build
BMI 35.3 · 70in / 246lb
Coverage Interest
Final expense
Coverage For
My wife
Coverage Amount
$18,000
Product Type
Whole life
Existing Coverage
Yes
Health Status
Good
Follow-Up SMS
Paused
Submitted
Oct 17, 2026, 9:40 PM
Form Verified
No
Additional details
Any Coverage Now?
A small policy through my old job
Best Time To Call
Mornings
How Much Coverage?
$18,000
Major Health Issues In The Last 2 Years?
None
Tobacco In The Last 12 Months?
No
Who's The Beneficiary?
My wife
Notes
Birthday in November — wants coverage locked in before his rate goes up Wife Diane is the beneficiary Takes blood-pressure medication, nothing else
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mode
Outbound
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Status
Not scheduled
No appointment booked
When
—
Prefers Mornings
Reminder
—
No reminder
Cancellation
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