Last call 49m ago
Oct 19, 2026, 7:12 PM · Callback
Kept her appointment and liked the Mutual of Omaha quote at $94/mo. Said she'd decide over the weekend.
“Did you get a chance to look it over? Happy to answer anything that came up.”
She's cautious, not cold — no pressure, just make the next step easy.
Joyce Merrill
+13855550152
Phone
+13855550152
joyce.merrill@example.com
Preferred Call Time
Anytime
State
Utah
City
Logan
ZIP
84321
Date of Birth
1950-12-08
Age
75
Age Range
70-79
Gender
female
Marital Status
Widowed
Dependents
0
Occupation
Part-time cashier
Build
BMI 34.4 · 60in / 176lb
Coverage Interest
Final expense
Coverage For
My daughter
Coverage Amount
$12,000
Product Type
Whole life
Quoted Premium
$94/mo
Quoted Carrier
Mutual of Omaha
Health Status
Fair
Campaign
FE — Mountain West 60+
Submitted
Oct 10, 2026, 7:00 PM
Form Verified
No
Underwriting signals
Additional details
Any Coverage Now?
No
Best Time To Call
Anytime
How Much Coverage?
$12,000
Major Health Issues In The Last 2 Years?
High blood pressure (controlled)
Tobacco In The Last 12 Months?
No
Who's The Beneficiary?
My daughter
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Outbound
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Status
Completed / past
Has a booked appointment
When
Wed, Oct 14, 5:00 PM CT · 4:00 PM MT lead's time
FE quote call
Reminder
—
No reminder
Cancellation
—
Active