Last call Sep 14, 2026, 3:24 PM
Sep 14, 2026, 3:24 PM · Quoted
Quoted Americo at $99/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.
Rosalie Wardle
+16025550142
Phone
+16025550142
Preferred Call Time
Anytime
State
Arizona
City
Mesa
ZIP
85204
Date of Birth
1961-12-26
Age
64
Age Range
60-69
Gender
female
Marital Status
Single
Dependents
0
Occupation
Homemaker
Build
BMI 33.7 · 62in / 184lb
Coverage Interest
Final expense
Coverage For
My spouse
Coverage Amount
$26,000
Product Type
Whole life
Existing Coverage
Yes
Quoted Premium
$99/mo
Quoted Carrier
Americo
Health Status
Good
Campaign
TV — daytime FE spot
Submitted
Sep 10, 2026, 8:01 PM
Form Verified
No
Underwriting signals
Additional details
Any Coverage Now?
A small policy through my old job
Best Time To Call
Anytime
How Much Coverage?
$26,000
Major Health Issues In The Last 2 Years?
None
Tobacco In The Last 12 Months?
Yes
Who's The Beneficiary?
My spouse
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
—
—