Rachelle Bell
ENGAGED- Phone:
- +18019100667
- Type:
- WARM_CLIENT
- Source:
- Past clients.xlsx
- Last Contact:
- 2026-08-11
- 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
5
Hey Rachelle! 👋 Been a minute — just wanted to check in and see how your coverage is treating you these days. Everything still working the way we set it up, or has life thrown any curveballs?
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Hey Rachelle! Been a minute since we caught up — hope everything's going well with you. Just wanted to check in and make sure your current coverage is still working the way you need it to.
By the way, do you know anyone in your circle who's been meaning to get their insurance sorted out?
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Hey Rachelle! Haven't caught up in a bit—just wanted to see how your coverage is holding up and if there's anything that's changed for you lately. Also, if you know anyone else who could use a hand with their insurance, I'd love to help them out like I did for you. How are things?
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Is this my life insurance agent?
Yep, that's me — German Munoz. Good to hear from you! How's everything going with your policy?
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