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Exclusive Lead Opportunity

Jun 28, 2026 Parker
28 CR
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Categorization

Locked new vehicle purchase quote ready standalone auto

Underwriting Factors

Strengths
  • Full DL & VIN provided
  • Motivated prospect. Needs immediate coverage for new vehicle
  • Full details provided about situation
Risk Factors
  • Price sensitive prospect that is actively price shopping
  • DOB needs to be confirmed
  • Young driver & first time auto purchase
Underwriting Notes
  • Prospect purchased a 2020 Mitsubishi Outlander Sport
  • Financing through Westlake - needs immediate coverage
  • Lowest quote received so far is $377 a month
  • Seeking standard coverage above state minimum limits
  • Relative employed by a major insurance company recommended using an independent broker
  • Previous annual premium quoted: $4,524 (6 month $2,262)
  • Pricing based on data collection. Discounted given prospect is not quote ready (DOB needs to be confirmed) and competing agents indicated
  • Prospect informed that a farmers agent might provide a quote

Key Insights

Est. Annual
Premium $3000
Intake
Method Web Form
Existing
Policies Requested
Quote
Ready? Partially Ready
Personally
Qualified Standard Verified
Quoted by
Others Yes

Prospect Summary

The prospect is seeking a new personal auto insurance policy after purchasing his first vehicle and needs coverage immediately to satisfy lender requirements. He is looking for standard coverage above state minimum limits after receiving online quotes as high as an annual premium of $4,524 (6 month $2,262). A family member employed by a major insurance company recommended working with an independent broker to access a broader range of carriers and more competitive pricing.

The prospect appears motivated to secure coverage and is actively exploring alternatives to direct carriers. Full Colorado driver's license and VIN have been provided (although DOB needs to be confirmed).  This is a straightforward personal auto opportunity with an immediate need for coverage and the potential to improve both pricing and coverage through the independent market.

Activity Feed

All Activity
Notes Only
Email Sent (Fallback Prospect Assignment) 2 months ago
By System (To: fcp.video.editor@me.com, Subject: Dylan Damkoehler - Gary Singh will be contacting you about your insurance request., Template: lead-assignment-notification)
Stage updated to Contacted 2 months ago
By Chew Singh Insurance (Stage: Contacted)
Claimed 2 months ago
By Chew Singh Insurance (Cr Amount: 28 CR, Agency: Chew Singh Insurance, Order Id: #5990)
Email Sent (Prospect Follow-up) 2 months ago
By System (To: gary@chewsingh.com, Subject: Your Prospect Purchase: Dylan Damkoehler – Auto (Parker, CO), Template: purchase-notification)
No collaboration notes recorded.

Lead Workspace Locked

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Price
28 CR
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Contact Details

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Phone
Email Address

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