Prospect is willing to bundle home and auto coverage
No competing agents indicated beyond lender-provided quote
Primary residence purchase
Roof installed in 2017
Property not located in a designated fire zone
Detailed property and system information provided
Risk Factors
Few risk factors beyond the prospect comparing coverage to their lender quote
Underwriting Notes
Divorce situation: 2nd driver on auto policy will be removed, but both cars are staying
Current Liberty Mutual customer (home & auto in CA)
Imported existing policies for quoting review
Auto policy: Two vehicles (2025 VW Tiguan, 2024 Jeep Grand Cherokee)
Auto premium: $5,546/year with high liability limits
Explicitly stated willingness to bundle if it will save money
Closing July 10, 2026 - timeline urgent
Key Insights
Est. Annual Premium$7200
Intake MethodWeb Form / SMS
Existing Policies
Yes
Quote Ready?Quote Ready
Personally Qualified
Yes
Quoted by Others
Yes
Prospect Summary
This prospect is seeking homeowners insurance for the purchase of a primary residence in The Meadows area of Castle Rock. The home is currently under contract with a projected closing date of July 10, 2026, creating a clear near-term need for coverage. The property features a 2017 asphalt shingle roof and 2017 major systems, is not located in a designated fire zone, and appears to be a straightforward owner-occupied homeowners placement opportunity.
The prospect was directly qualified via SMS text, provided detailed property information, is willing to explore bundling opportunities, and supplied existing insurance policy information for quoting review. No competing agents were indicated aside from the lender-provided insurance quote that the prospect specifically wants to compare against. The prospect stated that the selected quote will likely be where coverage is ultimately placed for the home purchase, making this a well-qualified homeowners prospect with a defined purchase timeline and strong buying intent. This is a fully qualified prospect.
Activity Feed
All Activity
Notes Only
Stage updated to Lost2 months ago
By Leinweber Insurance Agency (Stage: Lost)
Stage updated to Quoted2 months ago
By Leinweber Insurance Agency (Stage: Quoted)
Email Sent (Fallback Prospect Assignment)3 months ago
By System (To: gtgriffiths@gmail.com, Subject: Garrett Griffiths - Leinweber Insurance Agency will be contacting you about your insurance request., Template: lead-assignment-notification)
Claimed3 months ago
By Leinweber Insurance Agency (Cr Amount: 78 CR, Agency: Leinweber Insurance Agency, Order Id: #5038)
Email Sent (Prospect Follow-up)3 months ago
By System (To: brodyl@seamlessins.com, Subject: Your Prospect Purchase: Garrett Griffiths - Home & Auto (Castle Rock, CO), Template: purchase-notification)
No collaboration notes recorded.
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