Patricia Shanda
NEW- Phone:
- +18015026155
- Type:
- WARM_CLIENT
- Source:
- Past 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
2
Hey Patricia! Been a minute — wanted to check in and see how your coverage is treating you these days. Is everything still working the way we set it up, or has anything changed?
Reply STOP to opt out.
Hey Patricia! It's German — just checking in to see how your coverage has been treating you. Everything still working well for your situation, or anything changed that we should talk about?
Reply STOP to opt out.
Call Mode