Gerardo Gonzalez
NEW- Phone:
- +18018280694
- 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 Gerardo! Hope you're doing well. Just wanted to check in — how's everything been going with your coverage? Any changes in your situation we should talk about?
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Hey Gerardo! Been a minute — hope you and the family are doing well. Just wanted to check in and make sure your coverage is still working the way we set it up. Know anyone in your circle who could use some solid insurance guidance like we talked through?
Reply STOP to opt out.
Call Mode