Kevin Adams
NEW- Phone:
- +18018300841
- 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 Kevin! Just checking in—how's everything going with your coverage? Has it been holding up okay for you?
By the way, if you know anyone who's been worried about their insurance situation, I'd love to help them out like I've helped you. Know anyone like that?
Reply STOP to opt out.
Hey Kevin! Been a minute—how are things going? Wanted to touch base and make sure your coverage is still working well for you and your family.
Also, do you know anyone in your circle who could use the same kind of help we've set up for you?
Reply STOP to opt out.
Call Mode