Last call Oct 1, 2026, 7:10 PM
Oct 1, 2026, 7:10 PM · Sold
Sold — Mutual of Omaha, $94/mo.
“Just checking the policy paperwork arrived OK.”
Happy customer — ask for one referral.
Peggy Whitmore
+13035550151
Phone
+13035550151
peggy.whitmore@example.com
Preferred Call Time
Afternoons
State
Colorado
City
Loveland
ZIP
80537
Date of Birth
1963-10-05
Age
63
Age Range
60-69
Gender
female
Marital Status
Married
Dependents
0
Occupation
Retired machinist
Build
BMI 23.6 · 61in / 125lb
Coverage Interest
Final expense
Coverage For
My sister
Coverage Amount
$18,000
Product Type
Whole life
Existing Coverage
Yes
Quoted Premium
$94/mo
Quoted Carrier
Mutual of Omaha
Health Status
Good
Submitted
Sep 23, 2026, 10:34 PM
Form Verified
No
Additional details
Any Coverage Now?
Yes, but not enough
Best Time To Call
Afternoons
How Much Coverage?
$18,000
Major Health Issues In The Last 2 Years?
None
Tobacco In The Last 12 Months?
No
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…
Monthly premium
$93.78($1,125.36/yr)
Face amount
$18,000
Whether this lead booked a callback time, and the booking's status.
Status
Not scheduled
No appointment booked
When
—
Prefers Afternoons
Reminder
—
No reminder
Cancellation
—
—