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Lynda Tanton
NEW
ID: CLIENT-FE3A6C2D
Phone:
+19166626211
Type:
WARM_CLIENT
Source:
Past clients.xlsx
Last Contact:
2026-06-11
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 Lynda! 👋 Just checking in — how's everything been going with your coverage? Are you still feeling good about where things are at, or has life shifted in any way since we last connected? Reply STOP to opt out.
2026-06-11 16:30 · sms · AI
Hey Lynda! Been a minute—just 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 life that we should talk through? Also, do you know anyone in your circle who's been meaning to get their insurance sorted? Reply STOP to opt out.
2026-06-11 16:30 · sms · AI
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