HC Harold Christensen New 3m ago Claire: Hi Harold, it's Claire with Ridgeline Financial — you just sent in a final expense request. Do you have a couple of minutes today or tomorrow for a licensed agent to walk you through it?MB Martha Bingham Coverage Question For A Licensed Agent — Claire Doesn'T Answer Policy Questions. 26m ago Does this cover my husband too or just me? CW Carol Whitmore Scheduled Text Replied 34m ago Claire: Done — you're booked tomorrow at 3:30 PM with Sam. You'll get a reminder a couple of hours before.RM Rudy Martinez New 39m ago Claire: Hi Rudy, this is Claire at Ridgeline Financial. Thanks for your final expense request! When's a good time for a quick 10-minute call?OL Opal Larsen Missed Call 46m ago Claire: Sorry we missed your call, Opal! Sam will call you right back — or text me a good time.FL Fidel Lucero Waiting 1h Can you call me after 5? At work till then BW Barbara Wardle Scheduled Text Replied 1h ago Claire: You're booked Thu, Oct 29 at 10:30 AM with Sam. Reply here if anything changes.JA Judy Archuleta Attempted 2h ago Claire: Hi Judy, it's Claire. Just making sure you saw your request went through — a licensed agent can walk you through options in about 10 minutes. What time works?DJ Darlene Jensen Attempted 2h ago Claire: Hi Darlene, it's Claire with the office — you asked about final expense coverage options. Do you have 2 minutes today or tomorrow for a licensed agent to walk you through it?JP Judy Pruett Phone Contacted Text Replied 2h ago Claire: It depends on a couple of details, so a quick call gets you exact numbers. Mornings or afternoons?FR Floyd Romero Text Replied 2h ago Claire: It depends on age and coverage amount, so I don't want to guess wrong — the licensed agent gives exact figures on the call, usually 10 minutes. I have 11:30 AM or 2:00 PM. Either work?GS Gene Sandoval Attempted 3h ago Claire: Hi Gene, just trying you again about your final expense request. Is the afternoon better for a quick call?EH Earl Haskell Asked For A Human Call. Sequence Paused — The Thread Is Yours. 3h ago You: Will do Earl — this is Sam, I'll call you within the hour.AV Arturo Vigil Scheduled Text Replied 3h ago Claire: Done — tomorrow at 1:00 PM with Sam.EL Esperanza Lucero Text Replied 4h ago Claire: Hi Esperanza, just checking — did a time on the calendar work for you both?MO Melvin Olsen Attempted 4h ago Claire: Hi Melvin, Claire here — calls seem to go straight to voicemail, so I'm texting instead. Is there a better number or time?DT Dolores Trujillo Scheduled Text Replied 5h ago Claire: You got it — Wednesday at 4:15 PM with Sam. I'll send a reminder that morning.BA Bernice Apodaca Scheduled Text Replied 17h ago Claire: You're on with Sam Tuesday at 2:30 PM — talk then!WH Wendell Haskell Scheduled Text Replied 18h ago Claire: You're booked Tue, Oct 27 at 1:00 PM with Sam. Reply here if anything changes.BS Barbara Sorensen Attempted 19h ago Claire: Hi Barbara, it's Claire. Just making sure you saw your request went through — a licensed agent can walk you through options in about 10 minutes. What time works?VP Vern Petersen Quoted Text Replied Phone Contacted 24h ago Claire: Got it, thanks! You're confirmed.GA Glen Archuleta Scheduled Text Replied 1d ago Claire: You're booked Friday at 5:30 PM with Wes. Reply here if anything changes.DO Dennis Olsen Scheduled Text Replied 1d ago Claire: You're booked Friday at 9:30 AM with Hannah. Reply here if anything changes.IQ Irene Quintana Attempted 1d ago Claire: Hi Irene, it's Claire. Just making sure you saw your request went through — a licensed agent can walk you through options in about 10 minutes. What time works?LP Lyle Pruett Scheduled Phone Contacted 1d ago Claire: Confirmed: tomorrow at 4:45 PM with Sam. Reply here if anything changes.JM Joyce Merrill Waiting 4d Thanks, I'll look it over this weekend
JM Joyce Merrill Quoted Text Replied Phone Contacted Waiting on you
(385) 555-0152 · 75 · UT · Meta — FE V2 They told us
Any coverage now? No
Best time to call Anytime
How much coverage? $12,000
Major health issues in the last 2 years? High blood pressure (controlled)
Tobacco in the last 12 months? No
Who's the beneficiary? My daughter
Claire’s read
She's cautious, not cold — no pressure, just make the next step easy.