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Insurance Sample Leads
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
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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
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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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