Harold Dietz

Phone: 6155550193
Email: harold.dietz@example.test

Stewardship

Send the coverage summary
Next: Confirm packet received

Opportunity

Disability income coverage gap
Open Sep 23, 2026

Record what happened…

History

Sep 29, 2026, 9:41 AM · Meeting
With Harold Dietz
Annual review; discussed the disability gap and mailed the coverage summary.
- Disability income coverage gap
  Confirmed still interested; wants a quote.
Sep 29, 2026, 9:41 AM
- Send the coverage summary
  Updated — next: Confirm packet received
Sep 29, 2026, 9:41 AM
- Send the coverage summary
  Created
Sep 29, 2026, 9:41 AM
- Disability income coverage gap
  Created