Tyrell Lee
DO_NOT_CONTACT- Phone:
- +18016455978
- Type:
- WARM_CLIENT
- Source:
- Past clients.xlsx
- Last Contact:
- 2026-08-11
- 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
9
Hey Tyrell! Hope you're doing well — just checking in to see how things are going with your coverage. Everything still working the way you need it to? And if you know anyone who could use a hand with their insurance, I'd love to help them out like I did for you.
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Hey Tyrell! Been a minute — wanted to check in and make sure everything's still working smoothly with your coverage. How are things going on your end?
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Who's this
Hey, it's German Munoz — your insurance agent! We've worked together before on your coverage. Just doing a quick check-in to see how everything's holding up. You good?
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For what insurance
Good question — let me pull up your file real quick and I'll circle back with you on exactly what we have set up for you. Give me just a sec!
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It was for the Cashback policy for 50k in coverage for about $41 a month with Americo. Does that ring a bell?
Can I get that cancelled
Yeah you can. Why cancel it now? It's been several years already built up. By cancelling the policy it all stops and there's no cashback then. You can easily just call them up and cancel the policy if you really want to.
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