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Exclusive Lead Opportunity

Jun 23, 2026 Boulder
64 CR
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Categorization

Locked audio file home buyer standalone homeowners

Underwriting Factors

Strengths
  • Under contract with July 8, 2026 closing date creating immediate need
  • Property and mailing addresses both provided
  • DOB provided for all known insureds
  • No competing agents currently involved
  • High value property ($2.8M home)
Risk Factors
  • Prospect is having trouble securing coverage because of E&S concerns
  • Existing policies (for auto) requested but not yet provided
  • Prior wind damage roof claim within the past 5 years
  • Further qualification needed (DL needs to be confirmed, spouse info, etc.)
Underwriting Notes
  • Roof is 15 years old
  • Prospect specifically declined being contacted by a Farmers agent
  • Current provider does not offer the coverage needed for this property
  • No other insurance agents currently involved in the quoting process
  • Preferred follow-up method is email
  • Any time is acceptable for follow-up communication
  • Property located in the Boulder foothills / wildfire-sensitive market area
  • Pricing based on premium, no indicated competition and discounted for E&S / further qualification needed

Key Insights

Est. Annual
Premium $7500
Intake
Method Phone
Existing
Policies Requested
Quote
Ready? Partially Ready
Personally
Qualified Standard Verified
Quoted by
Others No

Prospect Summary

The prospect is seeking homeowners insurance for a single-family home purchase in the Boulder foothills / Knollwood area. The home is under contract with a July 8 closing, and the prospect currently has no policy in place for the property. Basic underwriting details were provided during the intake process, including property information, roof age, prior claim history, contact information and insured details. An audio file was also provided.

This appears to be a high-potential premium homeowners opportunity due to the Boulder foothills location, reported wildfire coverage challenges, elevated property value, prior wind/roof claim and upcoming closing date.

Activity Feed

All Activity
Notes Only
Email Sent (Fallback Prospect Assignment) 2 months ago
By System (To: ekgreif@comcast.net, Subject: Edward Greif - Megan Balakas will be contacting you about your insurance request., Template: lead-assignment-notification)
Claimed 2 months ago
By Balakas & Co. Insurance (Cr Amount: 64 CR, Agency: Balakas & Co. Insurance, Order Id: #5641)
Email Sent (Prospect Follow-up) 2 months ago
By System (To: megan@balakasandco.com, Subject: Your Prospect Purchase: Edward Greif - Home (Boulder, CO), Template: purchase-notification)
No collaboration notes recorded.

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Price
64 CR
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Contact Details

Full Name
Phone
Email Address

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