Prospect only provided phone number & spouse name during intake (email not provided)
Short call with minimal provided information
Underwriting Notes
Prospect placed in main portal given freshness & upsell potential
Key Insights
Est. Annual Premium$450
Intake MethodPhone
Existing Policies
No
Quote Ready?no
Personally Qualified
No
Quoted by Others
Not Confirmed
Prospect Summary
The prospect contacted Castle Rock Insurance seeking a personal umbrella insurance quote for a primary residence in the Montaine community of Castle Rock. The prospect currently does not carry an umbrella policy and is exploring coverage options to add excess liability protection above existing personal insurance policies. The property is a newer home built in 2023, located in a growing master-planned neighborhood.
This is an early-stage umbrella insurance opportunity with direct phone contact established and an immediate interest in obtaining coverage.
Activity Feed
All Activity
Notes Only
Stage updated to Contacted2 months ago
By annalisa.cwoolard@farmersagency.com (Stage: Contacted)
Claimed2 months ago
By Christine Woolard Agency (Agency: Christine Woolard Agency, Order Id: #5365)
Email Sent (Prospect Follow-up)2 months ago
By System (To: cwoolard@farmersagent.com, Subject: Your Prospect Purchase: Gretchen Slywka - Umbrella (Castle Rock, CO), Template: purchase-notification)
No collaboration notes recorded.
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