Karie Powell
NEW- Phone:
- +13032411798
- Type:
- WARM_CLIENT
- Source:
- Past clients.xlsx
- Last Contact:
- 2026-06-09
- 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 Karie! 👋 Just checking in — how's everything been going? Is your coverage still working the way we set it up for you?
Also, quick thought: do you know anyone in your circle who's been talking about needing insurance help? I'd love to return the favor for them like I did for you.
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