Older vehicle (2005) with limited coverage consistency
High annual mileage on primary vehicle
Coverage gaps on one vehicle (no comp or collision)
Multi-policy structure may require careful remarketing alignment
Underwriting Notes
Single-family home built in 2005
Approximately 3,200+ square feet with partially finished basement
Asphalt shingle roof replaced in 2021
Primary residence occupancy
Attached garage and wood deck features
Estimated dwelling replacement cost around $950K
Two-driver household
Auto policy currently written on a 6-month term
Homeowners policy written on a 12-month term
Preferred contact method is phone
Key Insights
Est. Annual Premium$7800
Intake MethodPhone
Existing Policies
Yes
Quote Ready?Quote Ready
Personally Qualified
No
Quoted by Others
No
Prospect Summary
The prospect is seeking bundled homeowners and auto insurance with the primary objective of significantly reducing their current premium while maintaining strong coverage. They are currently insured with Allstate for both homeowners and auto, with a combined annual premium of approximately $15,200–$15,500. The prospect has fully imported their existing policies, indicating strong engagement and readiness to move forward. No competing agents were indicated, creating a clean opportunity with strong close potential.
The risk profile reflects an owner-occupied single-family residence located in the Crystal Valley Ranch area of Castle Rock paired with a three-vehicle household. The home was built in 2005 with an asphalt shingle roof replaced in 2021 and no rental exposure reported. The overall profile aligns with a standard suburban risk with solid property characteristics and typical exposure for the area, presenting a well-qualified opportunity with strong bundle potential.
Activity Feed
All Activity
Notes Only
Claimed4 months ago
By Leinweber Insurance Agency (Cr Amount: 88 CR, Agency: Leinweber Insurance Agency, Order Id: #2717)
Email Sent (Prospect Follow-up)4 months ago
By System (Recipient: Leinweber Insurance Agency)
No collaboration notes recorded.
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