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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.
Esperanza Lucero
+17195550170
Phone
+17195550170
esperanza.lucero@example.com
Preferred Call Time
Afternoons
State
Colorado
City
Greeley
ZIP
80631
Date of Birth
1956-04-07
Age
70
Age Range
70-79
Gender
female
Marital Status
Divorced
Dependents
2
Occupation
Retired
Build
BMI 23.9 · 63in / 135lb
Coverage Interest
Final expense
Coverage For
My grandchildren
Coverage Amount
$18,000
Product Type
Whole life
Health Status
Fair
Submitted
Oct 17, 2026, 12:05 AM
Form Verified
Yes
Underwriting signals
Additional details
Any Coverage Now?
No
Best Time To Call
Afternoons
How Much Coverage?
$18,000
Major Health Issues In The Last 2 Years?
High blood pressure (controlled), Heart stent
Tobacco In The Last 12 Months?
No
Who's The Beneficiary?
My grandchildren
Notes
Works nights — mornings are bad Wants her husband on the call Estimated $89/mo from her quoter answers
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mode
Outbound
Text Replied is set automatically when the lead replies by text.
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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
—
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