Last call 1d ago
Oct 18, 2026, 4:17 PM · No Answer
Glen Archuleta
+17195550165
Phone
+17195550165
glen.archuleta@example.com
Preferred Call Time
Evenings
State
Colorado
City
Loveland
ZIP
80537
Date of Birth
1969-01-27
Age
57
Age Range
50-59
Gender
male
Marital Status
Married
Dependents
0
Occupation
Retired
Build
BMI 29.1 · 69in / 197lb
Coverage Interest
Final expense
Coverage For
My daughter
Coverage Amount
$17,000
Product Type
Whole life
Existing Coverage
Yes
Health Status
Good
Campaign
FE — Mountain West 60+
Submitted
Oct 17, 2026, 7:10 PM
Form Verified
No
Additional details
Any Coverage Now?
Yes, but not enough
Best Time To Call
Evenings
How Much Coverage?
$17,000
Major Health Issues In The Last 2 Years?
None
Tobacco In The Last 12 Months?
No
Who's The Beneficiary?
My daughter
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
Upcoming
Has a booked appointment
When
Fri, Oct 23, 6:30 PM CT · 5:30 PM MT lead's time
FE quote call
Reminder
Scheduled
Reminder text pending
Cancellation
—
Active