Strong inbound intent with clear request for E&O coverage
Existing quote imported at $5,139 providing a clear pricing benchmark
$1.5M annual revenue supporting a stable and meaningful premium
Defined $1M coverage target with straightforward underwriting profile
LLC structure indicating established and formal business setup
Price-motivated prospect actively seeking a competitive option
Immediate readiness to bind
Risk Factors
Prior quotes obtained from other agents
Price sensitivity based on prior quote
Professional liability exposure inherent to property management operations
No existing commercial policy currently in place
Underwriting Notes
Business Type: Property Management
Entity Type: LLC
Mailing address is the same as the business address
Requested coverage: Errors & Omissions (E&O
Requested limits: $1M or recommended
2 employees
Estimated annual revenue: $1,500,000
No existing commercial policy in place
Prospect is actively shopping other quotes
Prior E&O quote from Naylor Insurance came in higher than expected and prospect is seeking more competitive pricing
Key Insights
Est. Annual Premium$4400
Intake MethodWeb Form
Existing Policies
Yes
Quote Ready?no
Personally Qualified
No
Quoted by Others
Yes
Prospect Summary
The prospect is seeking commercial Errors & Omissions (E&O) coverage for a property management business, with a clear goal of securing a more competitive rate. A prior quote ($5,139 annually) has been obtained, imported and attached, giving agents a strong pricing benchmark to work from along w/ coverage details. This is a well-informed, price-motivated opportunity with defined coverage needs around the $1M level and a near-term effective date.
The risk reflects an established LLC with approximately $1.5M in annual revenue and 2 employees, creating a solid small commercial profile. The prospect has already engaged another agent but is actively looking for better positioning, signaling strong intent to move forward. Overall, this is a well-qualified, ready-to-bind E&O opportunity with clear expectations, existing pricing visibility and strong potential for a competitive win.
Activity Feed
All Activity
Notes Only
Claimed4 months ago
By KRF AGENCY (Cr Amount: 62 CR, Agency: KRF AGENCY, Order Id: #3408)
Email Sent (Prospect Follow-up)4 months ago
By System (To: kirk@krf-agency.com, Subject: Your Prospect Purchase: Shaine Winstin - Errors & Omissions (Centennial, CO), Template: purchase-notification)
No collaboration notes recorded.
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