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Exclusive Lead Opportunity

Jul 7, 2026 Castle Pines
142 CR
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Categorization

Locked high value home auto & umbrella quote ready replacement policy

Underwriting Factors

Strengths
  • All existing policies imported
  • All DOB / DL / VINs provided for all insured
  • Affluent prospect with very high premium potential
  • Prospect is not currently with a mainline standard carrier. Good probability that an agent could be competitive with replacement policy quote.
  • Mostly quote ready (minimal follow up required)
Risk Factors
  • Property has the original 2007 roof (tile shingles)
  • Potential E&S complications given luxury vehicles / gated community
  • Amenity ages / basement completion % still needs to be confirmed
Underwriting Notes
  • Existing coverage with three luxury vehicles
  • Estimated home value of approximately $2.67 million
  • Located in The Village at Castle Pines gated golf course community
  • Original 2007 tile roof
  • Approximately 7,193 square feet
  • Not yet confirmed if tile shingles are clay or concrete (requested)
  • Three-driver household / Enhanced agreed value auto coverage currently in force.
  • Pricing determined by high potential premium, data qualification, quote readiness & existing policies provided
  • Pricing slightly discounted by potential E&S challenges & some further qualification work still needed (still enough date to run a quote)

Key Insights

Est. Annual
Premium $18000
Intake
Method Web Form
Existing
Policies Yes
Quote
Ready? Mostly Ready
Personally
Qualified Concierge Verified
Quoted by
Others No

Prospect Summary

This is a very high-value, mostly quote-ready personal lines opportunity for a luxury residence in The Village at Castle Pines.   The custom home is approximately 7,193 square feet of upscale living space, an estimated market value of approximately $2.67 million, and is complemented by a three-vehicle luxury auto household. The account presents an excellent opportunity for a comprehensive home, auto, umbrella and high-net-worth personal insurance package through premium independent carriers.

The prospect is well-qualified with and existing policies have been imported including insured information, driver details, dates of birth, driver's license numbers, vehicle information and VIN numbers. Existing coverage reflects enhanced personal auto protections and a luxury insurance profile, allowing an agent to move quickly into quoting with minimal additional fact-finding. Overall, this appears to be an exceptional high-value account with strong premium potential and long-term retention opportunities.

Activity Feed

All Activity
Notes Only
Email Sent (Fallback Prospect Assignment) 2 months ago
By System (To: michelleycurrie@icloud.com, Subject: Michelle Currie - Megan Balakas will be contacting you about your insurance request., Template: lead-assignment-notification)
Claimed 2 months ago
By Balakas & Co. Insurance (Cr Amount: 142 CR, Agency: Balakas & Co. Insurance, Order Id: #6320)
Email Sent (Prospect Follow-up) 2 months ago
By System (To: megan@balakasandco.com, Subject: Your Prospect Purchase: Michelle Currie, Template: purchase-notification)
No collaboration notes recorded.

Lead Workspace Locked

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Price
142 CR
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Contact Details

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