Last call Oct 8, 2026, 10:22 PM
Oct 8, 2026, 10:22 PM · No Answer
Opal Montoya
+15055550140
Phone
+15055550140
opal.montoya@example.com
Preferred Call Time
Mornings
State
New Mexico
City
Rio Rancho
ZIP
87124
Date of Birth
1970-08-27
Age
56
Age Range
50-59
Gender
female
Marital Status
Married
Dependents
0
Occupation
Retired postal worker
Build
BMI 36.7 · 64in / 214lb
Coverage Interest
Final expense
Coverage For
My sister
Coverage Amount
$18,000
Product Type
Whole life
Health Status
Fair
Campaign
FE — Mountain West 60+
Submitted
Oct 8, 2026, 12:13 AM
Form Verified
No
Underwriting signals
Additional details
Any Coverage Now?
No
Best Time To Call
Mornings
How Much Coverage?
$18,000
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).
Call history is shown above.
Loading policies…
Whether this lead booked a callback time, and the booking's status.
Status
Not scheduled
No appointment booked
When
—
Prefers Mornings
Reminder
—
No reminder
Cancellation
—
—