Seeking general liability coverage but upsell likely
Basic information provided
Risk Factors
Basic information left
Unknown if the prospect is looking for other quotes
Underwriting Notes
2 employees reported
Indian Food Restaurant
Key Insights
Est. Annual Premium$1500
Intake MethodWeb Form
Existing Policies
No
Quote Ready?no
Personally Qualified
No
Quoted by Others
Not Confirmed
Prospect Summary
This prospect operates a restaurant in Castle Rock and submitted a request for general liability coverage. Basic contact and business information was provided, including the business location, owner contact details and employee count. The prospect appears to be actively seeking commercial insurance assistance and has indicated a willingness to be contacted by phone or text.
Based on the nature of the business, there may be an additional commercial opportunity beyond general liability. Additional underwriting information will likely be needed to better understand the operation and determine the appropriate coverage needs.
Activity Feed
All Activity
Notes Only
Claimed3 months ago
By Brightway, The Scheibe Agency (Cr Amount: 32 CR, Agency: Brightway, The Scheibe Agency, Order Id: #4992)
Email Sent (Prospect Follow-up)3 months ago
By System (To: rob.scheibe@brightway.com, Subject: Your Prospect Purchase: Tandoori Flames - Commercial General Liability (McKinney, TX), Template: purchase-notification)
No collaboration notes recorded.
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