Built in 2021 with major systems and roof updated in 2021 (asphalt shingles)
Smoke and carbon monoxide detectors installed
Radon mitigation system present
Existing home and auto policies imported with established bundle and continuous prior coverage
VIN and driver’s license provided
Risk Factors
1 accident within the past 5 years
1 traffic violation on record
Underwriting Notes
Relocating from Arizona to Colorado
Single vehicle: 2021 Ford Explorer
Closing date: May 7, 2026
Single-family home.
Key Insights
Est. Annual Premium$3800
Intake MethodWeb Form
Existing Policies
Yes
Quote Ready?Quote Ready
Personally Qualified
No
Quoted by Others
No
Prospect Summary
The prospect is seeking homeowners and auto insurance with the goal of securing a bundled policy tied to an upcoming home purchase and relocation. Closing is set for May 7, 2026, creating a clear timeline and strong intent to bind. The property is located in Crystal Valley Ranch in Castle Rock. They imported their existing auto policy, which is approximately $1,951 annually for one vehicle based on the current Progressive coverage, providing a clear baseline for remarketing. No competing agents were indicated.
This is an owner-occupied single-family home that will serve as a primary residence. The property is in strong condition with major system updates completed in 2021, including a new roof. The prospect is relocating from Arizona to Colorado and has provided complete underwriting details, making this a clean and straightforward quoting opportunity.
Activity Feed
All Activity
Notes Only
Closed deal premium entered: $4,124.002 months ago
By Leinweber Insurance Agency
Stage updated to Won2 months ago
By Leinweber Insurance Agency (Stage: Won)
CTM Tracking Number Resolved4 months ago
By System (Tracking Number: +17205028340, Tracking Id: 4612866, Source: auto-fetched via phone search)
Email Sent (Fallback Prospect Assignment)4 months ago
By System (To: Dan.Callahan1717@gmail.com, Subject: Daniel Callahan - Leinweber Insurance Agency will be contacting you about your insurance request., Template: lead-assignment-notification)
Claimed4 months ago
By Leinweber Insurance Agency (Cr Amount: 66 CR, Agency: Leinweber Insurance Agency, Order Id: #3166)
Email Sent (Prospect Follow-up)4 months ago
By System (To: brodyl@seamlessins.com, Subject: Your Prospect Purchase: Daniel Callahan – Home & Auto (Castle Rock, CO), Template: purchase-notification)
No collaboration notes recorded.
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