Move to Hard Claims
overview
research
outreach
agreement
claim
activity
SCO Data
First Name
Sandra
Last Name
Baker
Address
SPC 246, 2151 OAKLAND RD
City / State / Zip
SAN JOSE, CA, 95131
Current Balance
$322,174
Type
IN04: PROCEEDS-POLICY ENDOW, ANNUITY
Holder
METROPOLITAN LIFE INSURANCE COMPANY
Holder Location
JOHNSTOWN, PA
Contacts (0)
Add contact
No contacts yet. Add one or run AI research from the Research tab.
Lead score
90
Risk flags
—
Notes & actions
Re-vet with AI
Status
Vetting
Qualified
Researching
Contact found
Prospect
Outreach
Replied
Agreement sent
Agreement signed
Claim assembling
Claim filed
Claim approved
Paid
Closed
Dead
Unreachable
Notes
[2026-05-31 agent decision] Not outreach-ready; archived rather than leaving for human review.
Call Coach
Claim
Desk
CA unclaimed-property CRM
Dashboard
Leads
Campaigns
Pipelines
Workflows
Claims
Call Center
Live Calls
Outbound Agent
Training
Agents
Docs
Settings
Profile
Outreach
Agents
Voice Agents
Integrations
Auth disabled
EC2 bootstrap mode