Douglas Morishita
NEW- Phone:
- +18015603494
- Type:
- WARM_CLIENT
- Source:
- Past clients.xlsx
- Last Contact:
- 2026-08-09
- 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
2
Hey Douglas! Been a minute since we connected—just wanted to check in and see how your coverage is holding up for you. How are things going?
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Hey Douglas! Been a minute since we connected. How's everything going — is your current coverage still working well for you, or has anything changed on your end?
Also, quick thought: do you know anyone in your circle who's been meaning to get their insurance sorted out?
Reply STOP to opt out.
Call Mode