Last call 4d ago
Oct 15, 2026, 7:02 PM · Sold
Shirley Kessler
+13855550178
Phone
+13855550178
shirley.kessler@example.com
Preferred Call Time
Afternoons
State
Utah
City
Provo
ZIP
84604
Date of Birth
1954-04-03
Age
72
Age Range
70-79
Gender
female
Marital Status
Married
Dependents
0
Occupation
Retired nurse
Build
BMI 24.8 · 63in / 140lb
Coverage Interest
Final expense
Coverage For
My sister
Coverage Amount
$18,000
Product Type
Whole life
Existing Coverage
Yes
Quoted Premium
$74/mo
Quoted Carrier
Americo
Health Status
Fair
Submitted
Oct 4, 2026, 10:00 PM
Form Verified
No
Underwriting signals
Additional details
Any Coverage Now?
Yes, but not enough
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 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…
Monthly premium
$74.22($890.64/yr)
Face amount
$18,000
Whether this lead booked a callback time, and the booking's status.
Status
Completed / past
Has a booked appointment
When
Thu, Oct 15, 2:00 PM CT · 1:00 PM MT lead's time
FE quote call
Reminder
—
No reminder
Cancellation
—
Active