The prospect is seeking a bundled homeowners and auto insurance quote for a triplex property where they occupy one unit. The request appears to be driven primarily by a desire to reduce current insurance costs. The prospect confirmed they currently have both homeowners and auto coverage in place, have not been non-renewed or canceled, and have not been working with any other agents. The requested effective date is flexible.
The property is a triplex with owner occupancy in one unit and no basement, with a shingle roof of unknown age. There is multi-state exposure as the mailing address and vehicle garaging appear to be in a different state, and at least one prior auto claim involving animal impact was disclosed. The existing policies have been requested but not yet provided, which may delay full underwriting review and accurate quoting.
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