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Exclusive Lead Opportunity

Jul 15, 2026 Castle Pines
25 CR
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Categorization

Locked In-Person Meeting Request standalone auto upsell potential

Underwriting Factors

Strengths
  • Prospect has upsell potential
  • Castle Pines local (affluent)
  • Further qualified via SMS tesxt
Risk Factors
  • Prospect wants to schedule an in-person meeting
  • Only basic information provided so far
Underwriting Notes
  • Prospect wants insurance for 2026 Mercedes-Benz GLC 300 SUV. Currently insured with American Family.

Key Insights

Est. Annual
Premium $1000
Intake
Method Phone
Existing
Policies Requested
Quote
Ready? Basic Info
Personally
Qualified Concierge Verified
Quoted by
Others Not Confirmed

Prospect Summary

The prospect is looking for standalone auto insurance for a 2026 Mercedes-Benz GLC 300 SUV.  She would like to schedule an in-person meeting with an agent to review her coverage options and is waiting for a follow-up to confirm a convenient appointment time.

The prospect lives in a single-family home in Castle Pines, leaving potential future homeowners bundle opportunities, although she did not confirm any interest in bundling during the conversation. Basic contact information, the insured address, and spouse information were collected. The prospect indicated there will be two drivers on the policy.

Activity Feed

All Activity
Notes Only
Stage updated to Contacted but lost 4 weeks ago
By Castle Pines Insurance Brokers (Stage: Contacted but lost)
Castle Pines Insurance Brokers Agency Owner

Could not write home and auto due to claims record

4 weeks ago
Castle Pines Insurance Brokers Agency Owner

Auto came in 3x more than current policy. However client was canceled due to claims... possible liability claim. Waiting on Kelly Klee for auto/home bundle to see if it will be affordable.

1 month ago
Stage updated to Quoted 1 month ago
By Castle Pines Insurance Brokers (Stage: Quoted)
Stage updated to In Progress 1 month ago
By Castle Pines Insurance Brokers (Stage: In Progress)
Stage updated to Contacted 1 month ago
By Castle Pines Insurance Brokers (Stage: Contacted)
Castle Pines Insurance Brokers Agency Owner

Could not write home and auto due to claims record

4 weeks ago
Castle Pines Insurance Brokers Agency Owner

Auto came in 3x more than current policy. However client was canceled due to claims... possible liability claim. Waiting on Kelly Klee for auto/home bundle to see if it will be affordable.

1 month ago

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Price
25 CR
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Contact Details

Full Name
Phone
Email Address

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