Last call Aug 2, 2026, 9:50 PM
Aug 2, 2026, 9:50 PM · Doesn't Qualify
Barbara Olsen
+14355550169
Phone
+14355550169
barbara.olsen@example.com
Preferred Call Time
Evenings
State
Utah
City
St. George
ZIP
84770
Date of Birth
1946-11-11
Age
79
Age Range
70-79
Gender
female
Marital Status
Single
Dependents
0
Occupation
Retired postal worker
Build
BMI 34.0 · 63in / 192lb
Coverage Interest
Final expense
Coverage For
My daughter
Coverage Amount
$11,000
Product Type
Whole life
Health Status
Good
Submitted
Jul 29, 2026, 5:43 PM
Form Verified
Yes
Underwriting signals
Additional details
Any Coverage Now?
No
Best Time To Call
Evenings
How Much Coverage?
$11,000
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…
Whether this lead booked a callback time, and the booking's status.
Status
Not scheduled
No appointment booked
When
—
Prefers Evenings
Reminder
—
No reminder
Cancellation
—
—