Last call Aug 7, 2026, 10:52 PM
Aug 7, 2026, 10:52 PM · Sold
Sold — Transamerica, $144/mo.
“Just checking the policy paperwork arrived OK.”
Happy customer — ask for one referral.
Irene Vigil
+14355550134
Phone
+14355550134
irene.vigil@example.com
Preferred Call Time
Afternoons
State
Utah
City
Provo
ZIP
84604
Date of Birth
1965-02-23
Age
61
Age Range
60-69
Gender
female
Marital Status
Married
Dependents
0
Occupation
Retired nurse
Build
BMI 35.7 · 62in / 195lb
Coverage Interest
Final expense
Coverage For
My sister
Coverage Amount
$9,000
Product Type
Whole life
Quoted Premium
$144/mo
Quoted Carrier
Transamerica
Health Status
Good
Campaign
FE — Seniors 65+
Submitted
Aug 3, 2026, 4:54 PM
Form Verified
No
Underwriting signals
Additional details
Any Coverage Now?
No
Best Time To Call
Afternoons
How Much Coverage?
$9,000
Major Health Issues In The Last 2 Years?
High blood pressure (controlled), Type 2 diabetes
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
$143.55($1,722.60/yr)
Face amount
$9,000
Whether this lead booked a callback time, and the booking's status.
Status
Not scheduled
No appointment booked
When
—
Prefers Afternoons
Reminder
—
No reminder
Cancellation
—
—