Myron Urquhart
NEW- Phone:
- +13853035187
- Type:
- WARM_CLIENT
- Source:
- Past clients.xlsx
- Last Contact:
- 2026-08-10
- 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
3
Hey Myron! Haven't checked in with you in a minute — how are things going? Is your coverage still working the way you need it to, or has anything changed on your end? Also, do you know anyone in your circle who's been talking about needing insurance help?
Reply STOP to opt out.
Hey Myron! Just checking in—how's everything going with your coverage these days? Is it still working the way you need it to?
Also, know anyone in your circle who's been meaning to get their insurance sorted? I'd love to help them like I did you.
Reply STOP to opt out.
Hey Myron! Haven't caught up in a bit — just wanted to check in and see how that coverage we set up is treating you. How are things going on your end?
Reply STOP to opt out.
Call Mode