Julia Francis – Homeowners, Auto & Umbrella Insurance (Franktown, CO)

138 CR

Out of stock

INSURANCE TYPE
Min. Estimated Policy
Existing Policies Imported?
Bundling Interest
Quoted By Others?

The prospect is seeking replacement homeowners, auto and umbrella insurance coverage for an owner-occupied acreage property in Franktown, Colorado with a requested effective date of June 25, 2026. The primary objective is reducing overall insurance costs while maintaining bundled protection across all policies. No competing insurance agents were indicated and the prospect imported existing policy documents for quoting purposes, creating a strong engagement opportunity with substantial premium potential. Current combined insurance premiums appear to total approximately $22,500-$23,900 annually across the home, auto and umbrella program.

The imported homeowners policy reflects approximately $1.77M in dwelling coverage on a high-value single-family home with architectural shingle roofing replaced in 2021. The property includes approximately 4,538 square feet, a partially finished walkout basement, composite decking, attached garage, and multiple protective device credits including central burglar alarm, central fire alarm, and smoke detectors. The household includes five vehicles, spouse driver information fully provided, and active umbrella coverage supporting a large, bundled account opportunity. No wildfire-related insurance concerns were reported, and the prospect appears cooperative, motivated, and engaged in reviewing bundled coverage alternatives.  This is a fully qualified high value opportunity. 

Additional information

Insurance Type

high value, home auto & umbrella, multi-auto

Lead Location

Franktown