Francisco Barron-Sanchez
NEW- Phone:
- +18015744273
- Type:
- WARM_CLIENT
- Source:
- Past clients.xlsx
- Last Contact:
- 2026-08-10
- 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 Francisco! It's German. Haven't touched base in a while — how's everything going with your coverage? Still holding up okay, or have things shifted for you lately?
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Hey Francisco — hope you're doing well! Just checking in to see how things are going with your coverage — everything working out okay for you? Also, if you know anyone in your circle who's been meaning to get their situation sorted out, I'd love to help them like I did you.
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Call Mode