Exclusive Lead Opportunity

Mar 20, 2026 Lakewood
Original price was: 28 CR.Current price is: 26 CR.
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Categorization

Locked farmer friendly general liability

Underwriting Factors

Strengths
  • Existing commercial policy in place
  • No claims reported in the past five years
  • Clear request for standard liability limits ($1M / $2M)
  • Straightforward remarketing of current coverage
  • Defined business operations (sourcing and production)
  • Immediate or near-term readiness to bind
  • Direct phone communication preference established
Risk Factors
  • Sourcing and production operations introduce product-related liability exposure
  • Third-party manufacturing and supplier reliance increases contractual risk
  • Limited operational detail provided on product types and supply chain controls
  • EIN not provided for quoting purposes
  • Existing policy remarketing indicates potential price sensitivity
Underwriting Notes
  • Estimated annual revenue approximately $175,000
  • Business operates in sourcing and production services
  • Requested effective date: soon
  • Phone contact preferred during workdays

Key Insights

Est. Annual
Premium
$850
Intake
Method
Inbound Call
Existing
Policies
No
Quote
Ready?
no
Personally
Qualified
No
Quoted by
Others
No

Prospect Summary

The prospect is seeking a commercial general liability policy for an existing business and is requesting a quote to review and potentially replace current coverage. The inquiry appears to be a straightforward remarket of an active policy with standard limits requested and a near-term effective date. The prospect confirmed no interest in bundling additional personal policies and prefers phone communication during workdays for follow-up.

The business operates in sourcing and production, which based on available information involves coordinating manufacturing, product development and supply chain logistics for consumer or retail goods. This type of operation typically includes vendor sourcing, quality control, production oversight and distribution coordination rather than direct manufacturing exposure. The business reports approximately $175,000 in annual revenue, no claims history in the past five years and maintains an existing policy, indicating operational continuity with moderate risk exposure tied primarily to product handling, supplier relationships and contractual liability.

Activity Feed

All Activity
Notes Only
Closed deal premium entered: $200.00 2 months ago
By Castle Pines Insurance Brokers
Stage updated to Closed 2 months ago
By Castle Pines Insurance Brokers (Stage: Closed)
Email Sent (Lead Assignment) 5 months ago
By System (Recipient: David Peters)
Claimed 5 months ago
By Castle Pines Insurance Brokers (Cr Amount: 26 CR, Agency: Castle Pines Insurance Brokers, Order Id: #2166)
Email Sent (Lead Follow-up) 5 months ago
By System (Recipient: Castle Pines Insurance Brokers)
No collaboration notes recorded.

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Price
Original price was: 28 CR.Current price is: 26 CR.
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Contact Details

Full Name
Phone
Email Address

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