This is a high-value homeowners and auto bundle opportunity for a recently purchased luxury primary residence in The Village at Castle Pines. The home was purchased with cash for approximately $3 million, and the owners are seeking coverage after learning that State Farm was unable to provide long-term placement because of E&S / wildfire underwriting considerations. As a result, the property is currently uninsured and requires a homeowners policy. The opportunity was directly qualified via phone call, with the DOB, VIN & driver's license numbers collected for both insureds. The prospect also specifically requested to work with an insurance broker to help identify the most appropriate coverage options.
The property features a 2009 concrete tile roof along with an interior fire suppression system, both of which may be favorable underwriting characteristics for specialty markets. The opportunity also includes a two-vehicle bundle consisting of a 2024 Toyota Sequoia Hybrid and a 2021 Lexus GX 460. Basic screenshots of the existing auto policies were provided to assist with underwriting and evaluate a bundled home and auto solution through an appropriate standard or E&S carrier.
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