Exclusive Lead Opportunity

Jul 31, 2026 Castle Rock
66 CR
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Categorization

Locked home & auto home buyer quote ready

Underwriting Factors

Strengths
  • Existing auto policies provided
  • Home buyer with a closing date
  • No competing agents indicated during intake
  • No insurance claims reported within the past five years
  • Under contract with a defined closing date
  • Both named insureds' DOB and driver's license information provided
  • Single owner-occupied household with one vehicle
Risk Factors
  • 20-year-old (concrete tile) roof
Underwriting Notes
  • Primary occupied home in The Meadows neighborhood
  • Unfinished basement
  • Recently relocated from California to Colorado.
  • Coverage requested to begin on August 21, 2026, to coincide with closing
  • Email is the preferred follow-up method
  • One 2021 Subaru Crosstrek to be insured
  • Pricing based on being fully quote ready, home buyer status, manual qualification effort & no competing quotes indicated

Key Insights

Est. Annual
Premium
$4400
Intake
Method
Phone / SMS
Existing
Policies
Yes
Quote
Ready?
Quote Ready
Personally
Qualified
Concierge Verified
Quoted by
Others
No

Prospect Summary

Prospect is under contract to purchase a primary residence in The Meadows neighborhood of Castle Rock with a scheduled closing date of August 21, 2026. They are seeking a home and auto bundle, were directly qualified by phone, and later confirmed by SMS that they want to proceed with a bundled quote. Their existing homeowners and auto policies have been provided to help expedite the quoting process. Both named insureds' DOBs and driver's license information have been provided. No competing agents indicated during intake.

The home is a single-family residence with a concrete tile roof estimated at approximately 20 years old and an unfinished basement. The household has one insured vehicle and no insurance claims within the past five years. The prospect recently relocated from California to Colorado.  Prospect is fully quote ready. 

Activity Feed

All Activity
Notes Only
Closed deal premium prompt ignored 3 weeks ago
By Balakas & Co. Insurance
Stage updated to Won 3 weeks ago
By Balakas & Co. Insurance (Stage: Won)
Stage updated to Contacted 3 weeks ago
By Balakas & Co. Insurance (Stage: Contacted)
Email Sent (Fallback Prospect Assignment) 3 weeks ago
By System (To: Mrshoagie707@gmail.com, Subject: Donna Hoagland - Megan Balakas will be contacting you about your insurance request., Template: lead-assignment-notification)
Claimed 3 weeks ago
By Balakas & Co. Insurance (Cr Amount: 65.99 CR, Agency: Balakas & Co. Insurance, Order Id: #7144)
Email Sent (Prospect Follow-up) 3 weeks ago
By System (To: megan@balakasandco.com, Subject: Your Prospect Purchase: Donna Hoagland – Home & Auto Bundle (Castle Rock, CO), Template: purchase-notification)
No collaboration notes recorded.

Lead Workspace Locked

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Price
66 CR
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Contact Details

Full Name
Phone
Email Address

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