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Marcus Carter

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Contact · person

Marcus Carter

Primary contact. Interested in Health and Life. Voice-trained on Mr. Pinder.

Hot LeadFlorida Blue EventLife Cross-Sell
Prospect

Owner: Earnest A. Pinder III

Last activity: Apr 30, 2026

Preferred channel
Phone
Date of birth
Mar 14, 1972Age 54
Household
Carter Household
Source
Florida Blue Wellness Expo · Mar 2026
Contact type
Primary Contact
SSN
***-**-1234SSN · Collected

Actions

Contact IntelligenceOperational summary
Lifecycleprospect
Open tasks1
Open opportunities2
Household3Carter Household
Missing items0All required items captured
Last touchMay 2, 2026sms · outbound

Profile completeness

100%

Missing data

None

Service needs

Life, Health, Annuity

Total household income

$13,000

Total monthly expenses

$7,375

Disposable income

$5,625

Illustration status

requested

Beneficiaries

Allocated 100% (3)

Banking on file

1 account(s)

Next follow-up

Apr 2, 2026

Renewal date

Feb 12, 2027

Briefing

Carter household engaged at FL Blue · prospect stage · primary interest Health, secondary Life. Agent of record: E.A. Pinder III. Family of three; Marcus prefers Spanish-language follow-up materials.