Leads › Jessica Hart
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Jessica Hart
NEW
ID: CLIENT-865B659B
Phone:
+19013351757
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 Jessica! Just thinking of you — how's everything going with your coverage? Any changes in life lately that might affect your insurance needs? Reply STOP to opt out.
2026-06-11 16:30 · sms · AI
Hey Jessica! Just thinking of you — how's everything going? Your coverage all still working the way we set it up, or has life thrown any curveballs? Reply STOP to opt out.
2026-06-11 16:30 · sms · AI
Call Mode
Sending to: +19013351757