Exclusive Lead Opportunity

Mar 16, 2026 Divide
38 CR
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Categorization

Locked errors & omissions farmer friendly home & auto

Underwriting Factors

Strengths
  • Owner occupied primary residence
  • Roof replaced in 2017 (composite shingles)
  • Bundling homeowners and auto policies
  • Immediate readiness to bind coverage
  • Drivers license information provided
  • Spouse driver information provided
  • Clear transition from prior carrier (no non-renewal or cancellation reported)
Risk Factors
  • Prior quotes obtained from other agents (prospect indicated they are shopping)
  • High wildfire exposure likely given mountain property location
Underwriting Notes
  • Fully finished basement
  • Two vehicles to be insured on the auto policy
  • Spouse will be included on the policy
  • Preferred contact method is phone

Key Insights

Est. Annual
Premium
$5800
Intake
Method
Phone
Existing
Policies
Requested
Quote
Ready?
Quote Ready
Personally
Qualified
No
Quoted by
Others
Yes

Prospect Summary

The prospect is seeking homeowners and auto insurance coverage and is primarily motivated by the potential to reduce their current insurance costs. The prospect indicated they currently have both homeowners and auto coverage but are actively shopping for better pricing. No recent policy cancellation or non-renewal was reported and the prospect requested coverage to begin as soon as possible.

The property is a single-family home with a fully finished basement. The roof is approximately nine years old and constructed with composite shingles. The prospect indicated the home is owner occupied and the policy will include a spouse. The auto policy will include two vehicles and the prospect prefers to be contacted by phone.

Activity Feed

All Activity
Notes Only
Claimed 5 months ago
By Leinweber Insurance Agency (Cr Amount: 38 CR, Agency: Leinweber Insurance Agency, Order Id: #2038)
Email Sent (Lead Follow-up) 5 months ago
By System (Recipient: Leinweber Insurance Agency)
No collaboration notes recorded.

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Price
38 CR
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Contact Details

Full Name
Phone
Email Address

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