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Diane Hollis

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Contact · person

Diane Hollis

Aging-in for Medicare in Q4 2026. High intent for Humana switch.

Needs Follow-UpMissing ConsentRetirement Interest⚠ Missing SMS Consent
Lead

Owner: Donna Reynolds

Last activity: May 1, 2026

Preferred channel
Phone
Date of birth
Nov 22, 1959Age 66
Household
No household linked
Source
EA Pinder Retirement Mixer · Apr 2026
Contact type
Primary Contact
SSN
Not collectedSSN · Not collected

Actions

Contact IntelligenceOperational summary
Lifecyclelead
Open tasks1
Open opportunities1
Household0No household
Missing items2SMS consent
Last touchMay 1, 2026call · inbound

Profile completeness

83%

Missing data

SSN

Service needs

Health, Dental

Total household income

$4,200

Total monthly expenses

$3,185

Disposable income

$1,015

Illustration status

Not started

Beneficiaries

None

Banking on file

None

Next follow-up

Apr 15, 2026

Renewal date

—

Briefing

Diane is aging-in for Medicare in Q4 2026 with high intent for a Humana MA switch. SMS consent is pending which is blocking automated outreach.