Leads › Nicky Adams
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Nicky Adams
NEW
ID: CLIENT-20260425-6694
Phone:
7134408200
Email:
nickyadamsnj@gmail.com
Type:
WARM_CLIENT
Source:
Clients.xlsx
Lead Date:
2025-06-16
Last Contact:
2026-06-11
DNC Status:
UNKNOWN
Licensed State:
Qualification Scores
IUL 0
Term 0
FE 0
FIA 0
Carrier Recommendations
Pre-Call Brief
Update Stage
Danger Zone
Permanently removes lead, conversations, and drip history.
Notes
Conversation 2
Hey Nicky! Just checking in — how's everything going with your coverage? Everything still working the way we set it up, or has anything changed with your situation? Reply STOP to opt out.
2026-06-11 16:30 · sms · AI
Hey Nicky! Just checking in—how's everything been going? Your coverage holding up okay, or have any changes happened in your life I should know about? Also, do you know anyone else who's been stressed about their insurance situation like you were? Reply STOP to opt out.
2026-06-11 16:30 · sms · AI
Call Mode
Sending to: 7134408200