Last call Jul 27, 2026, 7:37 PM
Jul 27, 2026, 7:37 PM · Disconnected
Lyle Hatch
+18015550110
Phone
+18015550110
Preferred Call Time
Mornings
State
Utah
City
Logan
ZIP
84321
Date of Birth
1958-12-23
Age
67
Age Range
60-69
Gender
male
Marital Status
Widowed
Dependents
0
Occupation
Retired rancher
Build
BMI 29.5 · 74in / 230lb
Coverage Interest
Final expense
Coverage For
My sister
Coverage Amount
$19,000
Product Type
Whole life
Health Status
Good
Campaign
Vendor X
Submitted
Jul 24, 2026, 11:46 PM
Form Verified
No
Underwriting signals
Additional details
Any Coverage Now?
No
Best Time To Call
Mornings
How Much Coverage?
$19,000
Major Health Issues In The Last 2 Years?
None
Tobacco In The Last 12 Months?
Yes
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
—
—