Last call Sep 19, 2026, 12:05 AM
Sep 19, 2026, 12:05 AM · Sold
Sold — Transamerica, $47/mo.
“Just checking the policy paperwork arrived OK.”
Happy customer — ask for one referral.
Opal Jensen
+14805550110
Phone
+14805550110
opal.jensen@example.com
Preferred Call Time
Mornings
State
Arizona
City
Yuma
ZIP
85364
Date of Birth
1943-10-04
Age
83
Age Range
80-89
Gender
female
Marital Status
Divorced
Dependents
0
Occupation
Homemaker
Build
BMI 36.5 · 63in / 206lb
Coverage Interest
Final expense
Coverage For
My daughter
Coverage Amount
$13,000
Product Type
Whole life
Quoted Premium
$47/mo
Quoted Carrier
Transamerica
Health Status
Excellent
Campaign
TV — daytime FE spot
Submitted
Sep 12, 2026, 7:25 PM
Form Verified
No
Underwriting signals
Additional details
Any Coverage Now?
No
Best Time To Call
Mornings
How Much Coverage?
$13,000
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
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
$47.07($564.84/yr)
Face amount
$13,000
Whether this lead booked a callback time, and the booking's status.
Status
Completed / past
Has a booked appointment
When
Thu, Sep 17, 2:30 PM CT · 12:30 PM MST lead's time
FE quote call
Reminder
—
No reminder
Cancellation
—
Active