Dianna Labra Martinez
NEW- Phone:
- +18018981697
- Type:
- WARM_CLIENT
- Source:
- Past clients.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 Dianna! 👋 Just checking in — how's everything been going with your coverage? Is it still working the way we set it up, or has life shifted at all?
Do you know anyone in your circle who could use the same kind of help we talked through?
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