Exclusive Lead Opportunity

Jul 19, 2026 Castle Rock
28 CR
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Categorization

Locked new policy standalone auto

Underwriting Factors

Strengths
  • Prospect dropped during intake but was thoroughly verified via follow up SMS text
  • Prospect needs coverage ASAP and is not price sensitive
  • New auto policy for a new vehicle
  • All insured info provided (DOB, DL & VIN) including video of the car title
Risk Factors
  • Prospect needs quick turnaround
  • Prospect said "no other agents got back to him". No active competing agents but he will likely go w/ someone else if he isn't quoted quickly
  • MVR / claim history unknown
Underwriting Notes
  • Vehicle is a Chevy Impala (year unknown)
  • Prospect said he need coverage so he can "drive for work". But didn't indicate this is commercial auto coverage
  • Pricing based on intake & time frame (quote needed quickly)

Key Insights

Est. Annual
Premium
$1600
Intake
Method
SMS Text
Existing
Policies
No
Quote
Ready?
Mostly Ready
Personally
Qualified
Concierge Verified
Quoted by
Others
No

Prospect Summary

This is a highly motivated auto insurance prospect seeking immediate coverage for a newly purchased vehicle so they can get back on the road for work. The prospect is requesting a replacement auto insurance quote and is looking to bind coverage as soon as possible. All insured information has been provided, including DOB, Colorado driver's license and VIN, allowing for a fast-quoting process. Existing title documentation and vehicle information have also been provided to help expedite underwriting.

Activity Feed

All Activity
Notes Only
Almeida Florez Inc Agency Owner

His vehicle did not pass emissions, so he will have to rest after the mechanic. He liked the pricing and will call us back once it passes. he has 10 days. Quoted at Progressive.

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: Yaccg311@gmail.com, Subject: Kris Jennings - Oscar Almeida will be contacting you about your insurance request., Template: lead-assignment-notification)
Claimed 1 month ago
By Almeida Florez Inc (Cr Amount: 28 CR, Agency: Almeida Florez Inc, Order Id: #6537)
Almeida Florez Inc Agency Owner

His vehicle did not pass emissions, so he will have to rest after the mechanic. He liked the pricing and will call us back once it passes. he has 10 days. Quoted at Progressive.

1 month ago

Lead Workspace Locked

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Price
28 CR
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Contact Details

Full Name
Phone
Email Address

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