Last call Sep 8, 2026, 1:52 AM
Sep 8, 2026, 1:52 AM · Voicemail
Carol Baca
+15055550187
Phone
+15055550187
carol.baca@example.com
Preferred Call Time
Anytime
State
New Mexico
City
Las Cruces
ZIP
88001
Date of Birth
1965-01-25
Age
61
Age Range
60-69
Gender
female
Marital Status
Married
Dependents
2
Occupation
Retired rancher
Build
BMI 29.0 · 68in / 191lb
Coverage Interest
Final expense
Coverage For
My grandchildren
Coverage Amount
$10,000
Product Type
Whole life
Existing Coverage
Yes
Health Status
Good
Campaign
FE — Seniors 65+
Submitted
Sep 6, 2026, 6:25 PM
Form Verified
No
Underwriting signals
Additional details
Any Coverage Now?
Yes, but not enough
Best Time To Call
Anytime
How Much Coverage?
$10,000
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 grandchildren
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 Anytime
Reminder
—
No reminder
Cancellation
—
—