Locked audio file high value home & auto home buyer luxury home
Underwriting Factors
Strengths
Home buyer who needs coverage
High-value home and auto bundle opportunity
Existing auto policies provided
All insured DOB and driver's license information collected
Concrete tile roof (age unknown)
Audio file of intake provided
Prospect is very responsive given they need a quote
Risk Factors
Prior claim in 2020
Time-sensitive - coverage due by tomorrow
Competition indicated during intake
Property might need specialty carrier coverage
Additional qualification for the property information may need to be collected (roof age not provided).
Underwriting Notes
$3.3M home in Amber Ridge neighborhood
Fenced swimming pool
Finished basement area: ~3,563 sq ft
Prospect confirmed they are okay being contacted by a farmers agent
Pricing based on home buyer status, data intake, existing policies and high premium potential
Pricing discounted given competing quote indicated & potential E&S issues
Key Insights
Est. Annual Premium$13200
Intake MethodPhone / SMS
Existing Policies
Yes
Quote Ready?Mostly Ready
Personally Qualified
Concierge Verified
Quoted by Others
Yes
Prospect Summary
The prospect is seeking a comprehensive home & auto bundle insurance for a primary residence purchase in the Amber Ridge neighborhood of Castle Pines and is interested in bundling homeowners and auto insurance. The prospect needs coverage placed on an expedited timeline with evidence of insurance required by tomorrow and is under contract with a July 17 closing date. All insured DOB and driver's license information has been collected and existing policy documentation has been provided, making this opportunity mostly quote ready.
This is a high-value home and auto bundle opportunity with strong premium potential. The property is an approximately 10,600-square-foot custom residence in the gated Castle Pines Village community featuring a concrete tile roof, a fully fenced swimming pool and luxury construction. Existing auto coverage is currently in force, and the prospect is highly motivated to secure coverage immediately before the insurance deadline. This prospect is mostly quote ready.
Activity Feed
All Activity
Notes Only
Closed deal premium prompt ignored2 months ago
By Balakas & Co. Insurance
Stage updated to Won2 months ago
By Balakas & Co. Insurance (Stage: Won)
Email Sent (Fallback Prospect Assignment)2 months ago
By System (To: lethaphillips@gmail.com, Subject: Letha Phillips - Megan Balakas will be contacting you about your insurance request., Template: lead-assignment-notification)
Claimed2 months ago
By Balakas & Co. Insurance (Cr Amount: 118 CR, Agency: Balakas & Co. Insurance, Order Id: #6111)
Email Sent (Prospect Follow-up)2 months ago
By System (To: megan@balakasandco.com, Subject: Your Prospect Purchase: Letha Phillips – Homeowners (Castle Pines, CO), Template: purchase-notification)
No collaboration notes recorded.
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