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4 Prospects Available | 3Farmer Friendly2Personal Lines2Commercial1Excess & Surplus
Prospect Info
Type
Est. Value
Contact
Policies
Bundling
Qualified
Quoted
Summary
Price
Aug 21 5:01 PM
Almont
Excess & Surplus
Farmer Friendly
Personal Lines
25 CR Save 11%
Original 28 CR
Discounted pricing
replacement policy standalone homeowners
Est. Annual
Premium
$4,500
Intake
Method
Phone / SMS Direct Text
Quote
Ready?
Basic Info
Existing Policy
Included?
Requested
Directly
Qualified?
Concierge Verified
Quoted by
Other Agents?
Not Confirmed
Prospect Summary

This is a homeowners insurance opportunity for a single-family home in the Almont area of Gunnison County. The prospect already has coverage in place through an excess & surplus carrier and is looking for alternative coverage options that could reduce their homeowners insurance costs.

The property is currently insured, and the prospect confirmed there has been no recent cancellation or nonrenewal.

Placement Strengths
  • Prospect provide direct contact info & address
  • Prospect verified over text that they are currently insured w/ Lloyd's of London and are looking for a more affordable homeowners option.
Risk Factors
  • Only basic information provided (prospect wants to be contacted via phone)
  • Prospect is in a high-risk fire zone
Additional Notes
  • Property is in The Homestead Subdivision in Almont, Gunnison County
  • Pricing based on high premium but only basic information provided.
Aug 21 4:41 PM
Castle Rock
Commercial
Farmer Friendly
25 CR Save 4%
Original 26 CR
Discounted pricing
General Liability
Est. Annual
Premium
$1,800
Intake
Method
Phone
Quote
Ready?
Basic Info
Existing Policy
Included?
No
Directly
Qualified?
Standard Verified
Quoted by
Other Agents?
Not Confirmed
Prospect Summary

This is a newly established commercial maintenance and repair operation serving Castle Rock and surrounding areas. Services include commercial maintenance and repair, preventive maintenance, equipment repair and facility maintenance for businesses, restaurants, property managers and apartment communities.

The prospect is seeking his first commercial insurance policy for the new business. General liability is the primary coverage being considered, with other coverage needs dependent on the specific work performed and business operations.

Placement Strengths
  • Prospect is proactively seeking the business's first commercial insurance policy
  • Contact info & business name verified
Risk Factors
  • Only partial intake. Further details need to be verified (address, EIN, etc.)
Additional Notes
  • Castle Rock-area commercial maintenance and repair operation
  • Preventive maintenance services offered in addition to one-time repairs
  • Equipment repair is specifically advertised as a core service
  • Facility maintenance services target recurring commercial accounts
  • Target clientele includes restaurants, property managers, apartment communities and other businesses
  • Discounted given only limited info provided
Aug 21 3:49 PM
Fort Collins
Commercial
Farmer Friendly
25 CR Save 4%
Original 26 CR
Discounted pricing
General Liability
Est. Annual
Premium
$750
Intake
Method
Direct Phone
Quote
Ready?
Partially Ready
Existing Policy
Included?
No
Directly
Qualified?
Elite Verified
Quoted by
Other Agents?
No
Prospect Summary

This is a small commercial insurance opportunity for a new after-school club operating within the Poudre School District in Fort Collins. The program is expected to serve approximately 15 children and the prospect is primarily seeking general liability coverage to satisfy the school district’s insurance requirements, with a target policy start date around September 1.

The program will be hosted at a school rather than from a private residence or dedicated commercial facility. The school district will need to be appropriately listed on the policy.  The prospect was directly qualified via phone call & said there are no competing agents.

Placement Strengths
  • Prospect was directly verified over a phone call
  • Straightforward school district insurance requirement
  • No competing agents
  • Complete contact information and DOB provided
Risk Factors
  • Prospect needs to get coverage ASAP (said they might reach out to other agents if they don't hear back)
  • New after-school program with no established operating or insurance history
Additional Notes
  • Poudre School District, Fort Collins
  • Approximately 15 children expected to participate
  • Program will operate at a school within the district
  • General liability coverage is the primary insurance need
  • Poudre School District needs to be included on the insurance documentation
  • Target policy effective date is approximately September 1, 2026
  • Small-scale youth program with relatively limited participant count
Aug 21 11:02 AM
Castle Rock
Personal Lines
25 CR Save 22%
Original 32 CR
Discounted pricing
Home & Auto replacement policy
Est. Annual
Premium
$6,200
Intake
Method
Direct Phone
Quote
Ready?
Partially Ready
Existing Policy
Included?
Requested
Directly
Qualified?
Elite Verified
Quoted by
Other Agents?
Yes
Prospect Summary

This is a home and auto bundle opportunity for an existing homeowner in the Bella Mesa neighborhood of Castle Rock. The prospect is looking to replace current coverage and insure a 2022 Chevrolet Tahoe while also exploring homeowners coverage as part of the bundle. Bella Mesa is confirmed as the subdivision for properties along N Edge Cliff Street.

The prospect was directly qualified over the phone and reported no accidents or claims within the last five years. Coverage can begin anytime between now and August 26, providing a near-term opportunity to place both the home and auto policies.
Placement Strengths
  • Prospect directly qualified over phone call
  • Prospect originally only wanted an auto insurance quote but was upsold to a home & auto bundle quote
  • No auto claims in the last 5 years (home claim history still unknown)
  • Contact info, property address & DOB provided
Risk Factors
  • Prospect admitted to shopping around
  • Further information still needed
  • Existing policies requested but not yet provided
Additional Notes
  • Bella Mesa neighborhood, Castle Rock
  • 2022 Chevrolet Tahoe
  • Wife will also be included on the auto policy
  • Pricing based on premium potential & being directly verified.
  • Discounted given more info is needed & prospect admitted to shopping around
0 Prospects Selected 0.00 CR