Leads › Filipe Paschoalini
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Filipe Paschoalini
NEW
ID: CLIENT-3C47A44C
Phone:
+13852435987
City:
Layton
State:
Ut
Type:
WARM_CLIENT
Source:
Families Helped.xlsx
Last Contact:
2026-06-10
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 1
Hey Filipe! Just checking in—how's everything been going with your coverage? Is it still working well for you, or have things changed on your end? And hey, do you know anyone in your circle who's been thinking about getting their insurance sorted? 👍 Reply STOP to opt out.
2026-06-10 16:30 · sms · AI
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Sending to: +13852435987