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Exclusive Lead Opportunity

Jul 3, 2026 Denver
46 CR
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Categorization

Locked home & auto home auto & umbrella motorcycle replacement policy

Underwriting Factors

Strengths
  • Complete insured DOB, DL & VIN provided
  • Prospect provided their full existing policies
  • Newer roof installed in 2018
  • Prospect indicated they are interested in getting additional umbrella coverage
Risk Factors
  • Prospect price sensitive & indicated they are shopping around
  • Some underwriting info still needs to be collected (spouse DOB, DL, etc.)
Underwriting Notes
  • Primary residence in the Harvey Park neighborhood of Denver
  • Requested effective date: 08/01/2026
  • 2018 asphalt shingle roof, 2021 water heater, 2008 plumbing, 2006 electrical and 2002 heating system
  • Working smoke detectors and home security monitoring installed
  • 2009 GMC Sierra & 2023 Harley-Davidson Street Glide ST FLHXST with custom upgrades
  • Pricing based on data provided & mostly qualified (more qualification might be needed)
  • Pricing discounted given prospect indicated they are shopping around & existing policies have yet to be provided

Key Insights

Est. Annual
Premium $4200
Intake
Method Web Form
Existing
Policies Yes
Quote
Ready? Mostly Ready
Personally
Qualified Standard Verified
Quoted by
Others Yes

Prospect Summary

This is a well-qualified personal lines bundle opportunity for a primary residence in Denver's Harvey Park neighborhood. The prospect is seeking home, auto, motorcycle and possible umbrella coverage with a requested effective date of 08/01/2026. The prospect imported their existing insurance policies, providing excellent underwriting visibility, and is currently paying approximately $5,313 annually across their home, auto and motorcycle coverage.

The opportunity features exceptional data quality, including full dates of birth, Colorado driver's license information, VINs, roof details and home update information. The home has a favorable 2018 asphalt shingle roof, a 2021 water heater, working smoke detectors, security cameras or monitored security, and no reported fire zone concerns. The prospect appears to be actively shopping for improved coverage, potential savings and stronger insurance guidance, making this a high-quality bundled quoting opportunity.

Activity Feed

All Activity
Notes Only
Almeida Florez Inc Agency Owner

lmtcb about email i sent over the weekend

1 month ago
Almeida Florez Inc Agency Owner

I sent an email today so I don\'t interrupt the insured\'s weekend. I will call on Monday. I did run quotes and was able to pull most information except for Pam\'s DL. I asked for that. Foremost Home 2614, Foremost Auto 900, and the best bike rate is Dairyland. Although Prog auto came in at 689 no reports.

1 month ago
Stage updated to Quoted 1 month ago
By Almeida Florez Inc (Stage: Quoted)
Stage updated to In Progress 1 month ago
By Almeida Florez Inc (Stage: In Progress)
Stage updated to Contacted 1 month ago
By Almeida Florez Inc (Stage: Contacted)
Email Sent (Fallback Prospect Assignment) 1 month ago
By System (To: dwb20101@gmail.com, Subject: Douglas Baker - Oscar Almeida will be contacting you about your insurance request., Template: lead-assignment-notification)
Almeida Florez Inc Agency Owner

lmtcb about email i sent over the weekend

1 month ago
Almeida Florez Inc Agency Owner

I sent an email today so I don\'t interrupt the insured\'s weekend. I will call on Monday. I did run quotes and was able to pull most information except for Pam\'s DL. I asked for that. Foremost Home 2614, Foremost Auto 900, and the best bike rate is Dairyland. Although Prog auto came in at 689 no reports.

1 month ago

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Price
46 CR
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Contact Details

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