Callbacks pinned, qualified-ready leads lined up, and the open tasks waiting for an advisor. Every row passes a TCPA consent check and lands inside the advisor’s appointment jurisdiction.
Zone 1 · Today’s callbacks
Callbacks scheduled for today
Zone 2 · Qualified-ready
Ready for live transfer to advisor
TCPA consent verified · state jurisdiction matched
Zone 3 · Pending advisor tasks
Open items waiting on the advisor
Marcus Whitfield
TX · Americo
Confirm carrier appointment in TX
Pull Americo term-life quote · 20-yr level
Schedule underwriting call
Priya Ramachandran
FL · Corebridge
Verify Corebridge simplified-issue eligibility
Send carrier appointment confirmation
Devon Akerley
GA · Transamerica
Run carrier matrix (Transamerica + Americo)
Send intake form
Sarah Castellanos
TX · Banner
Email thanks-for-the-referral to introducer
Confirm product line appetite
Hollis Tran
TX · Mutual of Omaha
Send second-touch email with rate class breakdown
Carmen Oduya
FL · Americo
Obtain mortgage statement for income replacement calc