Julie Petro
NEW- Phone:
- +17134408200
- Email:
- julie9400@gmail.com
- Type:
- WARM_CLIENT
- Source:
- Clients.xlsx
- Last Contact:
- 2026-06-10
- 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 Julie! Been a minute since we connected—wanted to check in and see how everything's been going with your coverage. Is it still working well for you, or has anything changed in your world?
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