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Exclusive Lead Opportunity

Jun 23, 2026 Castle Pines
96 CR
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Categorization

Locked audio file high value home auto & umbrella quote ready replacement policy

Underwriting Factors

Strengths
  • Full existing policies provided
  • Full DOB / DL provided for all insureds
  • Prospect both filled out web form & called (audio file provide)
  • Long term "sticky" relationship possible. Prospect was with existing carrier for 30+ years
  • Roof replaced in 2020 due to hail
  • Full audio file provided
Risk Factors
  • Prospect confirmed they are shopping around during intake (requested apples to apples comparison)
  • Trampoline on premises
  • Price sensitive prospect (although asset protection is important)
Underwriting Notes
  • Specifically focused on $4M umbrella policy
  • Requested replacement policy effective date: 07/11/2026
  • Vehicles: 2023 Nissan Rogue, 2018 Honda Accord, 2018 Nissan Rogue
  • Mailing address same as property address
  • Property located in the Castle Pines North neighborhood of Castle Pines
  • Smoke detectors installed and operational
  • Basement approximately 85%-90% finished
  • Pricing based on full qualification & discounted given competing agents were mentioned.

Key Insights

Est. Annual
Premium $9800
Intake
Method Phone / Web Form
Existing
Policies Yes
Quote
Ready? Quote Ready
Personally
Qualified Standard Verified
Quoted by
Others Yes

Prospect Summary

The prospect is seeking a home, auto and umbrella insurance package for an owner-occupied primary residence in the Castle Pines North area of Castle Pines. Asset protection is a primary concern for the household, with the prospect specifically maintaining a current $4 million personal umbrella policy. This is a highly attractive bundled personal lines opportunity involving homeowners, multiple vehicles and substantial excess liability coverage.

The prospect completed a detailed web form and provided a full audio recording outlining their insurance needs. Complete existing homeowners, auto and umbrella policies have already been imported for review. Full DOB and driver's license information have been provided for all insureds. The household currently insures three vehicles and has maintained coverage with the same carrier for more than 30 years. Existing policies total approximately $13,799 annually with a requested replacement policy effective date of 07/11/2026. Existing declarations, vehicle information and coverage details have already been provided, making this a highly qualified and quote-ready opportunity.

Activity Feed

All Activity
Notes Only
Closed deal premium prompt ignored 2 months ago
By Balakas & Co. Insurance
Stage updated to Won 2 months ago
By Balakas & Co. Insurance (Stage: Won)
Email Sent (Fallback Prospect Assignment) 2 months ago
By System (To: pamfarone@yahoo.com, Subject: Pamela Farone - Megan Balakas will be contacting you about your insurance request., Template: lead-assignment-notification)
Claimed 2 months ago
By Balakas & Co. Insurance (Cr Amount: 96 CR, Agency: Balakas & Co. Insurance, Order Id: #5615)
Email Sent (Prospect Follow-up) 2 months ago
By System (To: megan@balakasandco.com, Subject: Your Prospect Purchase: Pamela Farone – Home, Auto, Umbrella (Castle Pines, CO), Template: purchase-notification)
No collaboration notes recorded.

Lead Workspace Locked

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Price
96 CR
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Contact Details

Full Name
Phone
Email Address

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