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Ignacio Lemus
NEW
ID: CLIENT-BDA6E82A
Phone:
+18016169788
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 Ignacio! Been a minute — how's everything going with your coverage? Still holding up the way we set it up, or has anything changed on your end? Also, know anyone in your circle who's been meaning to get their stuff sorted out insurance-wise? 🤝 Reply STOP to opt out.
2026-06-09 16:30 · sms · AI
Call Mode
Sending to: +18016169788