Under contract home buyer with requested July 2026 closing timeline
Metal roof installed in 2018
Existing Auto Policies Imported
Clean claims history reflected on imported policy information
No competing agents indicated during intake
Risk Factors
Fire zone exposure status was marked as unknown
DL numbers and spouse DOB needs to be collected
Swimming pool exposure disclosed on the property
Underwriting Notes
Requested policy effective date of July 3, 2026
Sedalia area property under contract for purchase
Two existing vehicles on current auto policies
Key Insights
Est. Annual Premium$11000
Intake MethodWeb Form
Existing Policies
Yes
Quote Ready?Quote Ready
Personally Qualified
Yes
Quoted by Others
No
Prospect Summary
The prospect is seeking home & auto insurance coverage for a property under contract in the Sedalia area with a requested effective date of July 3, 2026. The prospect stated the property is intended for future usage after closing and requested underwriting review and quote preparation immediately due to timing needs tied to the pending purchase.
The risk profile reflects a 2018-built property with a metal roof and major system updates completed in 2018 including plumbing, heating, electrical and water heater. The property includes multiple protective features including central alarm monitoring, security cameras and smoke detectors. Existing auto policies are included and imported policy information reflects a clean claims history along with bundled auto exposure involving two vehicles and two drivers.
Activity Feed
All Activity
Notes Only
Claimed3 months ago
By John Hubert (Cr Amount: 25 CR, Agency: John Hubert Insurance Agency, Order Id: #4732)
Email Sent (Prospect Follow-up)3 months ago
By System (To: jhubert@farmersagent.com, Subject: Your Prospect Purchase: Alexander Gayed - Home & Auto (Sedalia), Template: purchase-notification)
No collaboration notes recorded.
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