Rachelle Bell
NEW- Phone:
- +18019100667
- Type:
- WARM_CLIENT
- Source:
- Past clients.xlsx
- Last Contact:
- 2026-06-11
- 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
2
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?
Reply STOP to opt out.
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