Carla Craig
NEW- Phone:
- 6023487824
- Email:
- carlacraig33@gmail.com
- Type:
- WARM_CLIENT
- Source:
- Clients.xlsx
- Lead Date:
- 2025-07-01
- Last Contact:
- 2026-06-10
- 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
1
Hey Carla! 👋 Just checking in — how's everything going with your coverage? Anything we should revisit or any changes in your life I should know about?
Also, do you know anyone in your circle who's been meaning to get their insurance sorted?
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