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CLIENTCarrierProduct
CappedAPV
StatusDAYSAGENTNOTES
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Shamika Semple
AETNA/CVS
Individual Whole Life
$759.36Pending2Todd CarterPending UW review
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AJA GOODENAmericoTerm 100$1,972.20Pending20Tyrone SmithHIV Form needs uploaded
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Clyde PinderCFGSafeShield S.I.$1,453.32Pending4Chenique PinderACTIVE Issued 2/25/22
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Lauretta PorterCFG
Dignified Choice Series
$568.92Pending10Dontre PoseyIssue 3/2/2022
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Deborah CarterForesters
Strong Foundation S.I.
$703.56Pending40Darius WebbNOT PROCEEDED WITH
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Anthony MerkersonForesters
Strong Foundation S.I.
$1,684.68
Approved
4Dontre PoseyIssued and pending signed life amendment
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Douglas CharleseForesters
Strong Foundation S.I.
$1,044.72Pending9Dontre PoseyResults of client colonoscopy?
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Kathleen WatsonForestersSmart UL S.I.$1,629.36Pending27Dontre Posey2nd reques insurance interest of beneficiary to insuranced or provide altermate
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Santhearsa BoldenForesters
Strong Foundation S.I.
$544.92Pending10Dontre PoseyPaper app, confirm how you verified insured info. Last question bottom page 6
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Dennis MagerForestersSmart UL S.I.$2,616.00Pending10Stan SmithClient pharmacy report metoprolol cardiologist, advise of diagnosis etc.
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Herbert Ruffin JrForestersSmart UL S.I.$1,680.00Pending34Stan SmithNOT PROCEEDED WITH
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Robert JohnsonForesters
Strong Foundation S.I.
$517.08Pending24Tenama Jolly
Correct producer writing # to 750936 page 6 (can use DocuSign and certificate details page)
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ALLYN RICHARDSForesters
Strong Foundation S.I.
$1,434.36Pending9Tyrone SmithConsent for blood & body fluid testing required
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Albert PigfordGPMLife Alliance UL$1,148.88Pending3Craig WalkerFile build 2.23.22
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Teresa WattsGPMLife Alliance UL$1,065.60Pending24Dontre PoseyPending diabetes questonnaire
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Deanna SheppardGPMLife Alliance UL$1,418.88
Approved
5Kristal Davis
Pending Amendment on delivery, revised illustration and Voided check due to invalid acct #
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Gary RephGPMLife Alliance UL$3,194.64Pending34Kristal DavisPending blood and urine
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Sebastian RioslugoGPMEquity Protector$856.80Pending3Patricia NaqshbandDECLINED (Tabitha?)
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James LewisGPMLife Alliance UL$1,560.00
Approved
20Stan SmithSETTLED 2.28.22
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Latwanee GarlandMOO
Term Life Express S.I.
$166.56Pending4Chenique PinderPLACED 2.28.22
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Terrance ChristianMOOIndexed UL Express$534.36Pending6Dontre PoseyPLACED 3.1.22
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Dylan HigdonMOO
Children's Whole Life
$278.04Pending19Mickki ParronNot showing, reach out to Equis & Moo
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Ernestine PoulsonMOO
Term Life Express S.I.
$576.24Pending24Mickki ParronPending
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Brandon BattleMOOIndexed UL Express$248.40
Approved
5Stan SmithISSUED & Bank drafted 2.21.22
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Dasia WilliamsMOOIndexed UL Express$845.01
Approved
27Stan SmithISSUED 2.8.22 (double check and send to equis)
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Denise SherrodMOOIndexed UL Express$900.00Pending3Stan SmithIssued 2.28.22
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James Greene JrMOO
Living Promise Level
$1,457.04Pending6Stan SmithPartner is not an acceptable relationship for bene, correction required by owner
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Michael SherrodMOOIndexed UL Express$1,740.00Pending4Stan Smith
Verify owner relationship to client, cannot be parent due to DOB and same year as insured
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Sherlita BattleMOOIndexed UL Express$326.97
Approved
5Stan SmithISSUED and bank drafted 2.21.22
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Eden HaskinsMOO
Children's Whole Life
$118.40
Approved
33Todd CarterISSUED 2.8.22 (double check and send to equis)
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Naomi CamperMOO
Children's Whole Life
$98.60
Approved
33Todd CarterISSUED (check payment for IP 1.25.22?)
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