👑

Allyson's Book of Business

Reign Financial · carrier statuses via MyUniTrust · year to date · tap a client for everything

14
apps YTD
$10,017
paid APV · 8
$2,367
in flight · 2
67%
placement (80% gate)
Needs attention · 2
Joeann JacksonPENDING REQUIREMENTS$1,309
📋 1 | Pending | 9/14/26 | Overdue | Allyson Cervantes | Additional Information Needed: Holding with companion file | Brianne Brege - ADMIN | 9/14/26
Phone(209) 596-7659
Emailjoannjackson1996@gmail.com
DOB11/04/1966
CityMADERA - CA
Lead sourceMortgage Protection
Client ID507141692
CarrierUNITED HOME LIFE
ProductFinal Expense WL
Premium$109.06/mo
Coverage$11,000 · 5 Years
APV$1,308.72
Policy #W561213
Writing #L000284104
App typeE-App · Virtual
Application09/10/2026
Submitted09/10/2026
At carrier09/10/2026
Last update09/14/2026
Christalin PrecylPENDING REQUIREMENTS$1,058
📋 3 | Pending | 8/18/26 | Overdue | Allyson Cervantes | MISC INQUIRY Ordered: 08/18/2026 THE CLIENT'S AGE HAS CHANGED DUE TO THE PUBLIC RECORD, WHICH HAS CAUSED THE PREMIUM TO GO UP TO $88.20. WILL THE CLIENT ACCEPT THE NEW RATE? Reached out to inform agent KC | Kayla Curtis - ADMIN | 8/18/26 | 8/19/26
Phone(415) 532-9444
Emailprecylchristalin75@gmail.com
DOB01/15/1986
CitySuisun City - CA
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$88.20/mo
Coverage$263,000 · 15 Years
APV$1,058.40
Policy #BU6920584
App typeE-App · Virtual
Application08/14/2026
Submitted08/14/2026
At carrier08/14/2026
Last update08/28/2026
On the books — paid · 8
Steve GuerreroPAID$681
📋 1 | Pending | 12/31/69 | Overdue | Allyson Cervantes | AWAITING REVIEW Ordered: 09/15/2026 KC | Kayla Curtis - ADMIN | 9/15/26
Phone(661) 609-7725
Emailsteveguerrero06@gmail.com
DOB11/17/1993
CityMOJAVE - CA
Lead sourceMortgage Protection
Client ID507140264
CarrierMUTUAL OF OMAHA
ProductIndexed UL Express
Premium$56.71/mo
Coverage$108,000 · 5 Years
APV$680.52
Policy #BU7010652
Writing #1327796
App typeE-App · Virtual
Application09/14/2026
Submitted09/14/2026
At carrier09/14/2026
Paid09/16/2026
Last update09/17/2026
Rafael PerezPAID$945
Phone(559) 310-7237
Emailskinny1garcia@gmail.com
DOB01/17/1962
CityVisalia - CA
Lead sourceMortgage Protection
CarrierMUTUAL OF OMAHA
ProductLiving Promise Level
Premium$78.77/mo
Coverage$15,000 · 5 Years
APV$945.24
Policy #BU6962484
Writing #1327796
App typeE-App · Virtual
Application08/27/2026
Submitted08/27/2026
At carrier08/27/2026
Paid08/28/2026
Last update08/28/2026
Leland McneelyPAID$2,783
Phone(530) 366-0006
Emailbowmcneely@gmail.com
DOB09/21/1950
CityRED BLUFF - CA
Lead sourceMortgage Protection
Client ID506865967
CarrierTRANSAMERICA
ProductFE Express Solution Level
Premium$231.91/mo
Coverage$12,000 · 5 Years
APV$2,782.92
Policy #FEXB709275
Writing #MLSR172001
App typeE-App · Virtual
Application08/18/2026
Submitted08/18/2026
At carrier08/18/2026
Paid08/19/2026
Last update08/26/2026
Corey LukerPAID$1,215
Phone(208) 404-3360
Emaillukerblue77@gmail.com
DOB07/14/1977
CityTWIN FALLS - ID0
Lead sourceMortgage Protection
Client ID506602696
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$101.22/mo
Coverage$90,000 · 10 Years
APV$1,214.64
Policy #BU6925402
Writing #1327796
App typeE-App · Virtual
Application08/17/2026
Submitted08/17/2026
At carrier08/17/2026
Paid08/18/2026
Last update08/18/2026
Gabriel VargasPAID$548
Phone(559) 572-8278
Emailgvargas2018@gmail.com
DOB08/30/2000
CityHANFORD - CA
Lead sourceMortgage Protection
Client ID506831054
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$45.66/mo
Coverage$300,000 · 20 Years
APV$547.92
Policy #BU6916935
App typeE-App · Virtual
Application08/13/2026
Submitted08/13/2026
At carrier08/13/2026
Paid08/14/2026
Last update08/14/2026
Donald EslingerPAID$1,867
Phone(559) 723-4394
Emaildonaldeslinger55@icloud.com
DOB07/05/1958
CityVISALIA - CA
Lead sourceMortgage Protection
Client ID506831663
CarrierLIBERTY BANKERS
ProductSIMPL Final Expense WL
Premium$155.57/mo
Coverage$23,000 · 5 Years
APV$1,866.84
Policy #394816L
Writing #LBL95306WL
App typeE-App · Virtual
Application08/13/2026
Submitted08/13/2026
At carrier08/13/2026
Paid08/15/2026
Last update08/24/2026
Dwayne BalyPAID$1,162
Phone(315) 486-2122
Emaildwayne.baly@gmail.com
DOB04/26/1983
CityOXNARD - CA
Lead sourceMortgage Protection
Client ID506499485
CarrierTRANSAMERICA
ProductFE Express Solution Level
Premium$96.80/mo
Coverage$20,500 · 5 Years
APV$1,161.60
Policy #FEXB682266
Writing #MLSR172001
App typeE-App · Virtual
Application08/04/2026
Submitted08/04/2026
At carrier08/04/2026
Paid08/06/2026
Last update08/14/2026
Alero AwalaPAID$817
📋 1 | Pending | 7/30/26 | Overdue | Allyson Cervantes | POLICY STATUS: Approved, not issued Requirements: Resolve Producer Validation Error Form No: Requested For: Requested: 7/29/2026 Completed: Status: Pending Action: Details: KC | Kayla Curtis - ADMIN | 7/30/26 | Page Size:
Phone(916) 670-9635
Emailaleroyald@yahoo.com
DOB10/26/1989
CityFAIRFIELD - CA
Lead sourceMortgage Protection
Client ID506615793
CarrierAMERICO
ProductTerm Payment Protector
Premium$68.09/mo
Coverage$268,000 · 25 Years
APV$817.08
Policy #AM03527885
Writing #DPACAF
App typeE-App · Virtual
Application07/29/2026
Submitted07/29/2026
At carrier07/29/2026
Paid08/05/2026
Last update09/15/2026
Fell out · 4
Joseph McdonaldINCOMPLETE$2,942
📋 1 | Pending | 12/31/69 | Overdue | Allyson Cervantes | AWAITING REVIEW Ordered: 09/01/2026 KC | Kayla Curtis - ADMIN | 9/2/26
Phone(707) 481-8438
Emailjmcdonaldphoto@gmail.com
DOB05/28/1951
CitySANTA ROSA - CA
Lead sourceMortgage Protection
Client ID507022513
CarrierMUTUAL OF OMAHA
ProductLiving Promise Level
Premium$245.13/mo
Coverage$25,000 · 5 Years
APV$2,941.56
Policy #BU6974857
Writing #1327796
App typeE-App · Virtual
Application09/01/2026
Submitted09/01/2026
At carrier09/01/2026
Paid09/04/2026
Last update09/08/2026
Ana Mata SolorioWITHDRAWN$438
📋 2 | Pending | 8/20/26 | Overdue | Allyson Cervantes | AWAITING REVIEW Ordered: 08/20/2026 KC | Kayla Curtis - ADMIN | 8/20/26 | 12/31/69
Phone(209) 405-0507
Emailmata.ana7@yahoo.com
DOB10/14/1987
CityMarysville - CA
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$36.49/mo
Coverage$140,000 · 15 Years
APV$437.88
Policy #BU6936870
Writing #1327796
App typeE-App · Virtual
Application08/19/2026
Submitted08/19/2026
At carrier08/19/2026
Paid08/28/2026
Last update08/31/2026
Salvador BelmontesNOT TAKEN$498
📋 1 | Pending | 8/20/26 | Overdue | Allyson Cervantes | AWAITING REVIEW Ordered: 08/20/2026 KC | Kayla Curtis - ADMIN | 8/20/26
Phone(530) 870-6470
Emailsalvadorbelmontes@gmail.com
DOB09/24/1985
CityMARYSVILLE - CA
Lead sourceMortgage Protection
Client ID506882808
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$41.47/mo
Coverage$140,000 · 15 Years
APV$497.64
Policy #BU6936860
Writing #1327796
App typeE-App · Virtual
Application08/19/2026
Submitted08/19/2026
At carrier08/19/2026
Paid08/25/2026
Lapsed08/25/2026
Last update08/26/2026
Bethany DelaneyDECLINED$400
📋 1 | Pending | 8/14/26 | Overdue | Allyson Cervantes | AWAITING REVIEW Ordered: 08/13/2026 kC | Kayla Curtis - ADMIN | 8/14/26
Phone(661) 619-4239
Emailbethanydelaney23@gmail.com
DOB09/10/1997
CityBAKERSFIELD - CA
Lead sourceMortgage Protection
Client ID506831381
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$33.34/mo
Coverage$193,000 · 20 Years
APV$400.08
Policy #BU6916577
App typeE-App · Virtual
Application08/13/2026
Submitted08/13/2026
At carrier08/13/2026
Paid08/17/2026
Last update08/18/2026

Statuses come from the carrier. 📋 = an open requirement, oldest ones cost placement. Pulled Sep 18, 2026.