No calls yet
Bonnie Sorensen
+17205550114
Phone
+17205550114
bonnie.sorensen@example.com
Preferred Call Time
Anytime
State
Colorado
City
Colorado Springs
ZIP
80910
Date of Birth
1952-04-26
Age
74
Age Range
70-79
Gender
female
Marital Status
Married
Dependents
0
Occupation
Retired
Build
BMI 31.7 · 61in / 168lb
Coverage Interest
Final expense
Coverage For
My sister
Coverage Amount
$16,000
Product Type
Whole life
Health Status
Excellent
Campaign
FE — Mountain West 60+
Submitted
Oct 18, 2026, 4:05 PM
Form Verified
No
Underwriting signals
Additional details
Any Coverage Now?
No
Best Time To Call
Anytime
How Much Coverage?
$16,000
Major Health Issues In The Last 2 Years?
High blood pressure (controlled)
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).
No calls logged yet.
Loading policies…
Whether this lead booked a callback time, and the booking's status.
Status
Upcoming
Has a booked appointment
When
Mon, Oct 19, 4:15 PM CT · 3:15 PM MT lead's time
FE quote call
Reminder
Scheduled
Reminder text pending
Cancellation
—
Active