Final Expense Telemarketing Leads Form

 Date of Call:   Time of Call (Local to Prospect:  Completed By:
-- mm/dd/yy -- hh:mm   

Final Expense Agent:

 
Contact Information: Qualifications:    How did the call end?
First Name
Last Name
Street Address
City
State
Zip
Phone
 
Exact Age:

Approved Advisor

 

Approved Mailing Only

          

Not Interested

HangUp          Wrong Number

Spoke with:

Best Time

Flagged?

Message: (enter appointment details and any other comments)

                                                                  

TheCharterhouseGroup
Revised: 03/19/06