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Exclusive Lead Opportunity

Mar 12, 2026 Fountain
38 CR
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Categorization

Locked farmer friendly Homeowners Insurance

Underwriting Factors

Strengths
  • Owner occupied primary residence
  • Roof replaced in 2025 (asphalt shingles)
  • No wildfire zone exposure reported
  • Under contract to purchase home with defined start date of 03/20/2026
  • Clear intent to secure coverage prior to closing
Risk Factors
  • Prior quotes obtained from other agents
  • Prospect is only interested in standalone homeowners coverage and is not interested in bundling
  • Actively shopping for lower premium to reduce escrow payment
Underwriting Notes
  • Under contract to close on home purchase
  • Requested policy effective date of 03/20/2026
  • Recent hail event resulted in roof replacement in 2025
  • Electrical updated in 2020, plumbing updated in 2020, heating system from 2015 and water heater from 2012
  • Prospect indicated goal of reducing monthly escrow payment through lower insurance premium

Key Insights

Est. Annual
Premium $3200
Intake
Method Web Form
Existing
Policies No
Quote
Ready? no
Personally
Qualified Yes
Quoted by
Others Yes

Prospect Summary

The prospect is seeking homeowners insurance for a home purchase and is currently under contract to close with a requested policy start date of 03/20/2026. The prospect is specifically interested in a standalone homeowners policy and indicated they are actively shopping for coverage while looking to reduce their overall insurance costs and monthly escrow payment.

The property will be owner occupied as a primary residence. The roof was replaced in 2025 with asphalt shingles following a hail event and the prospect indicated the property is not located in a wildfire zone. The prospect reported receiving a quote of approximately $3,700 from National General and another quote around $5,500 from State Farm while comparing coverage options.

Activity Feed

All Activity
Notes Only
Email Sent (Lead Assignment) 6 months ago
By System (Recipient: Joseph King)
Claimed 6 months ago
By John Hubert (Cr Amount: 38 CR, Agency: John Hubert Insurance Agency, Order Id: #2004)
Email Sent (Lead Follow-up) 6 months ago
By System (Recipient: John Hubert Insurance Agency)
No collaboration notes recorded.

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Price
38 CR
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Contact Details

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