Monica Diaz
NEW- Phone:
- +18016373387
- 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
1
Hey Monica! 👋 Been a minute since we connected—how's everything going with your coverage? Is it still working the way we set it up, or has anything changed on your end that we should talk about?
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