Last call 52m ago
Oct 19, 2026, 6:50 PM · No Answer
Engaged by text, asked what it costs. Claire offered two call times; no answer yet.
“You asked what it runs — I can give you real numbers in about two minutes.”
Price shopper — he'll ask for a number in the first minute. Give a range, then earn the details.
Floyd Romero
+18015550163
Phone
+18015550163
floyd.romero@example.com
Preferred Call Time
Afternoons
State
Utah
City
Ogden
ZIP
84403
Date of Birth
1959-08-05
Age
67
Age Range
60-69
Gender
male
Marital Status
Widowed
Dependents
0
Occupation
Retired machinist
Build
BMI 32.6 · 69in / 221lb
Coverage Interest
Final expense
Coverage For
My sister
Coverage Amount
$25,000
Product Type
Whole life
Health Status
Fair
Campaign
FE — Mountain West 60+
Submitted
Oct 18, 2026, 3:40 PM
Form Verified
No
Additional details
Any Coverage Now?
No
Best Time To Call
Afternoons
How Much Coverage?
$25,000
Major Health Issues In The Last 2 Years?
None
Tobacco In The Last 12 Months?
No
Who's The Beneficiary?
My sister
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
Not scheduled
No appointment booked
When
—
Prefers Afternoons
Reminder
—
No reminder
Cancellation
—
—