InsureLeads
Follow-Up Tasks
Stay on top of your lead follow-ups
Total Tasks
3
Pending
3
Overdue
3
Completed
0
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Send estate planning resources
Auto
Pending
Medium
Share information about whole life insurance for estate planning
Michael Chen
Due: Jan 16, 2025 (Overdue)
This task is overdue!
📞
Follow up on policy quote
Pending
High
Discuss term life policy options and answer any questions
Sarah Martinez
Due: Jan 14, 2025 (Overdue)
This task is overdue!
👥
Schedule consultation
Pending
Urgent
Book initial consultation to discuss coverage needs
Jennifer Thompson
Due: Jan 13, 2025 (Overdue)
This task is overdue!