No calls yet
Bernice Apodaca
+13855550136
Phone
+13855550136
bernice.apodaca@example.com
Preferred Call Time
Anytime
State
Utah
City
St. George
ZIP
84770
Date of Birth
1951-09-01
Age
75
Age Range
70-79
Gender
female
Marital Status
Single
Dependents
0
Occupation
Retired teacher
Build
BMI 34.6 · 61in / 183lb
Coverage Interest
Final expense
Coverage For
My son
Coverage Amount
$25,000
Product Type
Whole life
Health Status
Good
Campaign
FE — Mountain West 60+
Submitted
Oct 17, 2026, 7:00 PM
Form Verified
No
Underwriting signals
Additional details
Any Coverage Now?
No
Best Time To Call
Anytime
How Much Coverage?
$25,000
Major Health Issues In The Last 2 Years?
High blood pressure (controlled)
Tobacco In The Last 12 Months?
No
Who's The Beneficiary?
My son
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
Tue, Oct 20, 3:30 PM CT · 2:30 PM MT lead's time
FE quote call
Reminder
Scheduled
Reminder text pending
Cancellation
—
Active