Exclusive Lead Opportunity

Mar 1, 2026 Woodland Park
48 CR
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Categorization

Locked excess & surplus (likely) home & auto homeowners

Underwriting Factors

Strengths
  • Existing auto policies imported
  • Bundle opportunity (Home + Auto)
  • Two higher-value Lexus vehicles
  • Spouse included on policy
  • Previous homeowners insurance agent info provided
Risk Factors
  • No active homeowners policy in force
  • Roof approximately 30 years old & roof material unknown
  • Property located in Woodland Park wildfire territory ( 7/10) fire score
  • Older insured drivers
  • Effective date urgency
Underwriting Notes
  • Property type: Single family home
  • Basement approximately 80 percent finished
  • Vehicle 1: 2016 Lexus GX 460
  • Vehicle 2: 2019 Lexus RX 450h
  • Preferred contact method: Email
  • Estimated Replacement Cost $587,300

Key Insights

Est. Annual
Premium
$6000
Intake
Method
Phone
Existing
Policies
Yes
Quote
Ready?
Quote Ready
Personally
Qualified
Yes
Quoted by
Others
No

Prospect Summary

The prospect is seeking homeowners coverage for her single family residence in Woodland Park, Colorado with coverage requested to begin as soon as possible. The prior homeowners policy has expired and there is currently no active home coverage in place. She believes her previous homeowners coverage was with Allstate and confirmed her auto policy is currently insured with Allstate. Her primary motivation is securing active insurance coverage and she is open to bundling if any standard carriers will consider this property. She also provided the phone number of her former insurance agent to assist with transition.

The property is a single family residence with an approximately 30 year old roof of unknown material. Two vehicles will be included on the auto policy and existing policies were imported to support quoting and underwriting.

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Price
48 CR
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Contact Details

Full Name
Phone
Email Address

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