Exclusive Lead Opportunity

Feb 22, 2026 Colorado Springs
50 CR
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Categorization

Locked homeowners

Underwriting Factors

Strengths
  • The prospect was called back and directly qualified over the phone by a Castle Rock Insurance agent which helps confirm intent and accuracy of details
  • Brand new roof approximately three months old which is a strong underwriting positive
  • Class 4 hail-resistant composite shingle roof which can materially improve carrier eligibility and pricing
  • The prospect expressed clear interest in working with an independent insurance broker with access to multiple carriers
  • Active homeowners insurance in place which reduces lapse risk
  • Prospect DOB & Spouse Name & DOB Provided
  • Basement is 100% finished
Risk Factors
  • The property is located in the Black Forest area which carries moderately high wildfire exposure (First Street Fire Score is 6 out of 10)
  • The prospect declined to import or upload existing policy documents and prefers to review limits verbally with the agent
  • It was not determined during intake whether the prospect is working with other insurance agents
  • Prospect only provide moderate qualification details
Underwriting Notes
  • Coverage is requested to begin later this month
  • The prospect indicated willingness to review coverage limits directly with the assigned agent
  • Bundling options were not discussed
  • Zillow home value listed at $700,000

Key Insights

Est. Annual
Premium
$3200
Intake
Method
PHONE
Existing
Policies
No
Quote
Ready?
no
Personally
Qualified
Yes
Quoted by
Others
Not Confirmed

Prospect Summary

A homeowners insurance prospect was initiated for a property in the Black Forest area near Colorado Springs. The caller originally dropped during the automated intake process but was called back and directly qualified over the phone by a Castle Rock Insurance agent. During that conversation the prospect confirmed the home has a roof that is approximately three months old and expressed clear interest in working with a broker who has access to multiple carriers and can present alternatives to their current American Family policy. Coverage is requested to begin later this month and the prospect is open to reviewing coverage limits directly with the assigned agent.

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Price
50 CR
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Contact Details

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Phone
Email Address

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