Kim Call
NEW- Phone:
- +18014588078
- 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 Kim! Haven't checked in with you in a minute — how's your coverage been treating you? Everything good with what we set up?
Reply STOP to opt out.
Hey Kim! Been a minute — wanted to check in and see how your coverage is treating you these days. Everything still working the way we set it up, or have things shifted? Also, if you know anyone in your circle who's been meaning to get their insurance sorted, I'd love to help them too.
Reply STOP to opt out.
Call Mode