New
Pipeline

Sarah Jones

Working

Personal lines · Hockessin, DE

Insurance products requested

Homeowners

Notes

First-time homebuyer, closing June 20. Needs proof of insurance for the lender. Send HO-3 options this week.

Dana Cole · Jun 1, 2026

Activity

  1. Intro call — gathered property details

    Dana Cole · Jun 1, 2026 · 5 days ago

  2. Moved from New to Contacted

    Dana Cole · Jun 1, 2026 · 5 days ago

  3. Lead created from referral

    Dana Cole · May 30, 2026 · 7 days ago

Next follow-up

Jun 4, 2026

Overdue · due 2 days ago

Contact information

Location
Hockessin, DE

Details

Producer
Dana Cole
Source
Referral — Patel family
Created
May 30, 2026
Last contact
5 days ago