This is a motivated new home purchase for a high-value single-family property in Evergreen that is currently under contract with coverage needed at closing. The prospect was directly qualified via an SMS conversation and has been responsive throughout the intake process. The home has a stone-coated steel roof installed in 2003 and completed fire mitigation documentation has already been submitted which supports underwriting in a high wildfire exposure area. The prospect is open to bundling home and auto coverage which may improve the potential for standard carrier placement though excess and surplus options have been discussed. Existing insurance declarations are not available at the moment (but will be provided later). Prospect remains focused on securing coverage ahead of closing.
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