Last call Aug 19, 2026, 9:01 PM
Aug 19, 2026, 9:01 PM · Quoted
Quoted Royal Neighbors at $78/mo on the last call. Hasn't decided yet.
“Did you get a chance to look over the numbers?”
Ask what's holding them back before you re-pitch.
Shirley Larsen
+19705550118
Phone
+19705550118
shirley.larsen@example.com
Preferred Call Time
Anytime
State
Colorado
City
Pueblo
ZIP
81005
Date of Birth
1966-04-23
Age
60
Age Range
60-69
Gender
female
Marital Status
Married
Dependents
0
Occupation
Church secretary
Build
BMI 35.7 · 60in / 183lb
Coverage Interest
Final expense
Coverage For
My son
Coverage Amount
$15,000
Product Type
Whole life
Quoted Premium
$78/mo
Quoted Carrier
Royal Neighbors
Health Status
Good
Submitted
Aug 15, 2026, 11:08 PM
Form Verified
Yes
Underwriting signals
Additional details
Any Coverage Now?
No
Best Time To Call
Anytime
How Much Coverage?
$15,000
Major Health Issues In The Last 2 Years?
High blood pressure (controlled), Heart stent
Tobacco In The Last 12 Months?
No
Who's The Beneficiary?
My son
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
Completed / past
Has a booked appointment
When
Wed, Aug 19, 4:00 PM CT · 3:00 PM MT lead's time
FE quote call
Reminder
—
No reminder
Cancellation
—
Active