Exclusive Lead Opportunity

May 8, 2026 Franktown
138 CR
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Categorization

Locked high value home auto & umbrella multi-auto

Underwriting Factors

Strengths
  • Full existing policies imported for quoting purposes
  • No competing insurance agents indicated
  • Strong home, auto and umbrella bundle opportunity
  • Approximately $22,500-$23,900 in current combined premium
  • Owner-occupied primary residence on acreage
  • Architectural shingle roof replaced in 2021
  • Hail-resistant roofing material
  • Approximately $1.77M dwelling coverage already established
  • Central burglar alarm and central fire alarm installed
  • Five-vehicle household with active umbrella coverage
Risk Factors
  • Prior homeowners hail claim involving roof damage
  • Older vehicles including 2000 Jeep Wrangler and 2004 Chevy Tahoe
Underwriting Notes
  • Property includes approximately 60% finished basement
  • Mailing address is the same as the insured property
  • Preferred contact method is email or phone
  • Primary goal is reducing current insurance costs

Key Insights

Est. Annual
Premium
$18000
Intake
Method
Phone Call
Existing
Policies
Yes
Quote
Ready?
Quote Ready
Personally
Qualified
No
Quoted by
Others
No

Prospect Summary

The prospect is seeking replacement homeowners, auto and umbrella insurance coverage for an owner-occupied acreage property in Franktown, Colorado with a requested effective date of June 25, 2026. The primary objective is reducing overall insurance costs while maintaining bundled protection across all policies. No competing insurance agents were indicated and the prospect imported existing policy documents for quoting purposes, creating a strong engagement opportunity with substantial premium potential. Current combined insurance premiums appear to total approximately $22,500-$23,900 annually across the home, auto and umbrella program.

The imported homeowners policy reflects approximately $1.77M in dwelling coverage on a high-value single-family home with architectural shingle roofing replaced in 2021. The property includes approximately 4,538 square feet, a partially finished walkout basement, composite decking, attached garage, and multiple protective device credits including central burglar alarm, central fire alarm, and smoke detectors. The household includes five vehicles, spouse driver information fully provided, and active umbrella coverage supporting a large, bundled account opportunity. No wildfire-related insurance concerns were reported, and the prospect appears cooperative, motivated, and engaged in reviewing bundled coverage alternatives.  This is a fully qualified high value opportunity. 

Activity Feed

All Activity
Notes Only
Email Sent (Fallback Prospect Assignment) 4 months ago
By System (To: juliafran@gmail.com, Subject: Julia Francis - Leinweber Insurance Agency will be contacting you about your insurance request., Template: lead-assignment-notification)
Claimed 4 months ago
By Leinweber Insurance Agency (Cr Amount: 138 CR, Agency: Leinweber Insurance Agency, Order Id: #3797)
Email Sent (Prospect Follow-up) 4 months ago
By System (To: brodyl@seamlessins.com, Subject: Your Prospect Purchase: Julia Francis - Homeowners, Auto & Umbrella Insurance (Franktown, CO), Template: purchase-notification)
No collaboration notes recorded.

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Price
138 CR
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Contact Details

Full Name
Phone
Email Address

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