Exclusive Lead Opportunity

Mar 6, 2026 South Fork
Original price was: 28 CR.Current price is: 25 CR.
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Categorization

Locked excess & surplus (likely) homeowners

Underwriting Factors

Strengths
  • Caller confirmed property ownership and is seeking a new policy.
  • Prospect provided complete property and contact details for quoting.
Risk Factors
  • Property located in a mountain region of Colorado where wildfire exposure may affect carrier availability.
  • Only basic information was collected during intake
Underwriting Notes
  • Property Type: Single Family Home
  • Property Value Estimate: $437,000
  • Fire Risk Score: 5/10 (Moderate Risk)
  • Prospect stated the property is already owned.
  • Mailing address differs from insured property address.

Key Insights

Est. Annual
Premium
$3800
Intake
Method
Phone
Existing
Policies
Requested
Quote
Ready?
no
Personally
Qualified
No
Quoted by
Others
Not Confirmed

Prospect Summary

The prospect is seeking homeowners insurance coverage for a home they currently own in South Fork, CO.  The prospect indicated there is currently no active insurance policy on the property and is requesting an insurance estimate to evaluate coverage options. No prior non-renewal or underwriting issues were reported during the intake conversation.

The property is described as a single family home with ownership already established. The prospect listed a different mailing address outside of Colorado which may indicate the home is not the primary residence.

 

Activity Feed

All Activity
Notes Only
Email Sent (Lead Assignment) 6 months ago
By System (Recipient: Holly Wilkes)
Claimed 6 months ago
By John Hubert (Cr Amount: 25 CR, Agency: John Hubert Insurance Agency, Order Id: #1969)
Email Sent (Lead Follow-up) 6 months ago
By System (Recipient: John Hubert Insurance Agency)
No collaboration notes recorded.

Lead Workspace Locked

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Price
Original price was: 28 CR.Current price is: 25 CR.
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Contact Details

Full Name
Phone
Email Address

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