Last call Aug 14, 2026, 10:39 PM
Aug 14, 2026, 10:39 PM · Sold
Sold — Transamerica, $72/mo.
“Just checking the policy paperwork arrived OK.”
Happy customer — ask for one referral.
Clyde Christensen
+13855550149
Phone
+13855550149
clyde.christensen@example.com
Preferred Call Time
Anytime
State
Utah
City
Provo
ZIP
84604
Date of Birth
1958-05-26
Age
68
Age Range
60-69
Gender
male
Marital Status
Married
Dependents
2
Occupation
Retired rancher
Build
BMI 33.6 · 66in / 208lb
Coverage Interest
Final expense
Coverage For
My grandchildren
Coverage Amount
$12,000
Product Type
Whole life
Quoted Premium
$72/mo
Quoted Carrier
Transamerica
Health Status
Fair
Campaign
Aged revival
Import Batch
Aged batch 7
Submitted
Aug 7, 2026, 1:20 AM
Form Verified
No
Additional details
Any Coverage Now?
No
Best Time To Call
Anytime
How Much Coverage?
$12,000
Major Health Issues In The Last 2 Years?
None
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…
Monthly premium
$72.44($869.28/yr)
Face amount
$12,000
Whether this lead booked a callback time, and the booking's status.
Status
Completed / past
Has a booked appointment
When
Thu, Aug 13, 4:00 PM CT · 3:00 PM MT lead's time
FE quote call
Reminder
—
No reminder
Cancellation
—
Active