Insurance Sample Leads

Life Insurance Homeowners Dental Long Term Care
Automobile Health Disability Annuity
Medicare Supplements Mortgage Life Final Expense Critical Illness

 

Life Insurance

*** Insurance Application Details *** Lead ID: 54532

 

*** Customer ***
Name: Bud Smith

Email Address: bddsya@yoohoo.net
US Citizen?: Yes
Address: 12898 West Street
City, State, Zip: Columbia, SC 86758

Date Of Birth: 03/13/1956
Gender: Male
Height: 6 Ft.1 In.
Weight: 320 lbs.
Best time to contact: Morning / Office
Home Phone number: 234 232-4233
Work Phone number: 234 354-3455 ext. 344

Comments:
*** Insurance Type ***
Coverage Amount: 250000
Term Life: Yes
Whole Life:
Variable Life:
Universal Life:

*** Additional Information ***
Prescription Medications: Yes/No

 

Automobile Insurance

*** Automobile Insurance Quote Request *** Lead ID: 61072

 

*** Customer ***
Name: Peter Winword
Email Address: pterw@sds.com
Address: 1246 Highland Pl
City State, Zip: Wellmont FL 33477

Gender: Male
Age: 20

Best time to contact: Evening / Home
Home Phone number: 456 1234555
Work Phone number: ext.:

Comments:
*** Insurance Information ***

Number of Drivers: 1
Number of Automobiles: 1

Vehicle Owned: Yes

Vehicle Leased:

Current Insurance Status: Vehicle is not operational and not registered
Currently Insurance Carrier:
Cost of Current Insurance:
Accidents or Violations: 0
DUI: No

 

Homeowners Insurance

*** Homeowners Insurance Quote Details *** Lead ID: 77306

 

*** Customer ***
Name: Jacob Williamson
Email Address: jw@hotmail.com
Address: 1201 S Federal Hwy
City: Homeville
State, Zip: MI 12222
County: Wesson

Best time to contact: Morning / Home
Home Phone number: 345 1212222
Work Phone number: 345 2345435 ext.

Comments:

*** Insurance Information ***
Primary Residence: Yes
Number of families living in residence: 1
Current Carrier: Liberation Mutual
Current Annual Premium: $123.00
Date your current policy expires: 2-2002

Location: Inside City Limits
Garage Type: No Garage
Design Type: Townhouse
Basement: No Basement
Construction Type: Stucco
Fire Station: Within 10 miles
Fire Hydrant: Within 1000 feet
Roof Materials: Shake/Wood Shingle
Year roof was installed or replaced last: 1974
*** Do you have any of the following? ***

Smoke Detectors: Yes
Fire Extinguisher:
Dead Bolt Locks: Yes
Central Heat: Yes
Fireplace / Wood Stove:
Central Air Conditioning: Yes

Is any business or farming conducted on the premises?: No

Property insurance claims in the last 5 years?: 0
declined, cancelled or refused to renew similar coverage in the past 5 years: No
foreclosure, repossession, bankruptcy, or lien in the past 5 years?: Yes
Estimated selling price for your home: 200000

 

Health Insurance

*** Health Insurance Quote *** Lead ID: 65566
 

*** Customer ***
Name: Bill Davis
Email Address: billdavis@getmail.com
Address: 123 Ocean Dr
City, State, Zip: Oceanview, CA, 77654

Best time to contact: Morning / Home
Home Phone number: 867 6786786
Work Phone number: 678 7867867 ext. 23

Comments:

*** General Information ***

Occupation: Life Guard
Gender: Male
Date Of Birth: 11/05/1976
Height: 6 Ft.0 In
Weight: 176

*** Additional Information ***
Tobacco Use: Non Smoker
Do you take any prescription medications? Yes/No
*** Additional Coverage ***
Spouse: Female
Spouse Birthday: 10/03/1977
Tobacco: Yes
Child 1: Male
Child 1 Birthday: 03/13/1999
Tobacco:
Child 2:
Child 2 Birthday:
Tobacco:
Child 3:
Child 3 Birthday:
Tobacco:
Child 4:
Child 4 Birthday:
Tobacco:
Child 5:
Child 5 Birthday:
Tobacco:

 

Dental Insurance

 *** Dental Insurance Quote *** Lead ID: 65566

 

*** Customer ***
Name: Betty Jones
Email Address: betty@yahoo.com
Address: 2190 W Smith Rd
City, State, Zip: Mytown, FL, 33994

Best time to contact: Morning / Home
Home Phone number: 954 4353433
Work Phone number: ext.

Comments:

*** General Information ***

Occupation: House wife
Gender: Female
Date Of Birth: 03/08/1927
Height: 4 Ft.6 In
Weight: 180

*** Additional Information ***
Tobacco Use: Non Smoker
Do you take any prescription medications? Yes/No
*** Additional Coverage ***
Spouse:
Spouse Birthday:
Tobacco:
Child 1:
Child 1 Birthday:
Tobacco:
Child 2:
Child 2 Birthday:
Tobacco:
Child 3:
Child 3 Birthday:
Tobacco:
Child 4:
Child 4 Birthday:
Tobacco:
Child 5:
Child 5 Birthday:
Tobacco:

 

 

Disability Insurance

*** Disability Insurance Quote *** Lead ID: 78867
 

*** Customer ***
Name: Thomas Joes
Address: 456 NW Street
City, State, Zip: NY, NY, 12323

Email Address: TJ@yahoo.com

Best time to contact: After 5PM
Home Phone number: 716 4353433
Work Phone number: 716 5443333 ext. 34

Comments:

*** General Information ***

Individual Plan: Yes
Group Plan:
Current Employment Status: Part Time
Monthly Gross Income: $1000
Gender: Male
Marital Status: Married
Date Of Birth: 10/10/1962
Height: 6 Ft.0 In
Weight: 170
*** Additional Information ***

Tobacco Use: Non Smoker
Do you take any prescription medications? Yes/No

*** Additional Coverage ***

Do you take any prescription medications? No
If Yes, please specify types and dosage:

 

Long Term Care Insurance

 *** Long Term Care Insurance Quote *** Lead ID: 77878

 

*** Customer ***
Name: Tim Daly
Spouse Name: Sally Daly
Address: 23444 West Street
City, State, Zip: NY,NY, 14567

Email Address: Daly@post.com

Best time to contact: Morning / Office
Home Phone number: 714 7747474
Work Phone number: 714 7675545 ext.23

Comments: Please contact me ASAP!

*** General Information ***

Gender: Male
Date Of Birth: 08/17/1965
Tobacco Use: Smoker
Do you take any prescription medications? Yes/No

Currently have Long Term Care insurance: No
Marital Status: Married
*** Spouse Information ***
Date of Birth: 11/16/1984
Currently have Long Term Care insurance: No
Complete routine Health exam (last 2 years): Yes
Tobacco Usage: Non Smoker

** Care for someone other then spouse **
Full Name:
Date Of Birth: Month/Day/Year
Relationship to you?

 

Annuity Insurance

*** Annuity Insurance Quote *** Lead ID: 888881
 

*** Customer ***
Name: Bill Jones
Address: 246 Treetop Ln
City, State, Zip: Brooklyn, NY 14555

Gender: Male
Date Of Birth: 10/10/1953
Email Address: joney@aoi.com

Best time to contact: Between 1PM - 2PM
Phone number: 716 245-5544
Work Phone number: 716 245-4567 ext.:2541

Comments:
*** General Information ***

Type of Annuity: Equity-Indexed Annuity
Do you currently own an annuity?: No
Primary consideration influencing annuity purchase: Company offering annuity
What Amount of Money Would You Like to Invest?: 5000
If funds are from a CD, what month does it come due: Not from CD
How often you plan to deposit additional funds?: Quarterly

 

Medicare Supplements

*** Medicare Supplements Quote  *** Lead ID: #####

*** Customer ***
Name: Bill Jones
Address:

City: Tampa
State: FL
Zip: 33647

Email Address: sample@aoi.com

Best time to contact: Afternoon
Phone number: 716 245-5544
Work Phone number: 716 245-4567 ext.:2541

*** General Information ***

Best Time To Contact: Afternoon
Do you have a Medicare policy now?: Yes

Weight: 165 LBS
Height: 5 FT06 IN

Tobacco Usage:: Non Smoker
Date of Birth: 7-04-1936
Gender:: Female

 

Mortgage Life Insurance

***Mortgage Life Quote  *** Lead ID: #####

 

*** Customer ***
Name: Sample
Address: Sample

City: Saint Augustine
State: FL
Zip: 32086

Email Address: sample@aoi.com

Best time to contact: Afternoon
Phone number: 716 245-5544
Work Phone number: 716 245-4567 ext.:2541
 

*** Lead Information ***

Best Time To Contact: Afternoon
Date mortgage was created: 07/20/05
Who would you like to cover?: Borrower and Coborrower
What type of mortgage life insurance would you like?: Accident and Disability
Weight: 125 LBS
Height: 5 FT07 IN

Tobacco Usage:: Non Smoker
Date of Birth: 02/16/32
Gender:: Female

 

Final Expense Insurance

***Final Expense Quote  *** Lead ID: #####

 

*** Customer ***
Name: Sample
Address: Sample

City: Boca Raton
State: FL
Zip: 33431

Email Address: sample@aoi.com

Best time to contact: Afternoon
Phone number: 716 245-5544
Work Phone number: 716 245-4567 ext.:2541

*** Lead Information ***

Best Time To Contact: Morning
Benefit Amount: 5000 - 10000
Weight: 65 LBS
Height: 6 FT00 IN

Tobacco Usage:: Non Smoker
Date of Birth: 02/28/79
Gender:: Female

 

Critical Illness Insurance

***Critical Illness Quote  *** Lead ID: #####

 

*** Customer ***
Name: Sample
Address: Sample

City: Boca Raton
State: FL
Zip: 33428

Email Address: sample@aoi.com

Best time to contact: Afternoon
Phone number: 716 245-5544
Work Phone number: 716 245-4567 ext.:2541

*** Lead Information ***

Level of Coverage: $100000
Term of Years: 1-5
Weight: 180 LBS
Height: 5 FT05 IN

Date of Birth: 12/25/1948
Gender:: Female

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