Full contact info provided (2 different contact numbers, email)
High premium potential for being multi-auto (possible upsell too)
Risk Factors
Unknown if there are competing quotes
Only basic information was provided about the situation (DOB, DL, etc. still needs to be collected)
Underwriting Notes
Pricing based on high premium potential & existing policies
Pricing discounted given only basic info was provided & unknown if there are competing quotes
Key Insights
Est. Annual Premium$5500
Intake MethodPhone
Existing Policies
Yes
Quote Ready?Partially Ready
Personally Qualified
Standard Verified
Quoted by Others
Not Confirmed
Prospect Summary
The prospect is seeking a Colorado multi-auto insurance quote and appears to be looking at replacing an existing personal auto policy. The prospect left their name and contact information but dropped during the intake process before completing all qualification questions. Despite the incomplete intake, they successfully imported their existing auto insurance policy documents, providing strong visibility into current coverages. The household is currently paying approximately $7,569 annually for their existing multi-auto policy, presenting a meaningful opportunity to review pricing and coverage options.
Activity Feed
All Activity
Notes Only
Email Sent (Fallback Prospect Assignment)2 months ago
By System (To: presspathllc@gmail.com, Subject: William Clark - Leinweber Insurance Agency will be contacting you about your insurance request., Template: lead-assignment-notification)
Claimed2 months ago
By Leinweber Insurance Agency (Cr Amount: 38 CR, Agency: Leinweber Insurance Agency, Order Id: #6159)
Email Sent (Prospect Follow-up)2 months ago
By System (To: brodyl@seamlessins.com, Subject: Your Prospect Purchase: William Clark, Template: purchase-notification)
No collaboration notes recorded.
Lead Workspace Locked
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