Profile
JD
Jennifer Davis
Age 26 · Colorado
jennifer.davis@email.com
555-0108
Colorado
Client since May 14, 2024
Policy Details
PlanBasic Protection
Coverage$250K
Monthly Premium$18/mo
Policy TypeTERM 10
Statusactive
IssuedMay 30, 2024
ExpiresMay 30, 2034
Notes
Jan 20, 2025
Client expressed interest in upgrading to Premium plan next renewal.
Jan 10, 2025
Follow-up call completed. Client satisfied with current coverage.
Dec 15, 2024
Initial consultation — explained term vs. whole life options.