Roof replaced in January 2019 (approximately 7 years old, likely composite)
Spouse included on policy with date of birth provided
Full contact information provided (phone and email)
Driver’s license number provided
Clear intent to secure coverage for new property purchase
Engaged and responsive during intake process
Property details clearly communicated during call
Willing to provide additional information post-call if needed
Risk Factors
High wildfire exposure area (Florissant)
Likely cabin / non-standard property type
No current insurance policy in place
Not willing to bundle with auto or other policies
Has contacted other agents (shopping behavior)
Spouse driver’s license information not provided
Rural location may impact fire protection access and pricing
Limited underwriting details provided (square footage, year built, construction specifics missing)
Underwriting Notes
Property zip code: 80816
Cabin-style property
Mailing address differs from property address
Basement not present
Primary insured DOB provided
Spouse DOB provided
Motivation driven by new home purchase
Preferred contact number confirmed as inbound number
Email provided for follow-up communication
Google Map coordinates provided https://www.google.com/maps?q=38.75245,-105.1804
Key Insights
Est. Annual Premium$5500
Intake MethodPhone
Existing Policies
No
Quote Ready?no
Personally Qualified
No
Quoted by Others
Yes
Prospect Summary
The prospect is seeking homeowners insurance with the primary objective of securing coverage for a property purchase and meeting closing requirements. There is no current policy in place, and the request is time-sensitive due to being under contract, indicating strong intent to move forward with binding coverage.
The risk profile reflects a cabin-style property located in the Kutsu Ridge area of Florissant, a high wildfire exposure zone, with a roof replaced in 2019 and no prior claims reported. While the prospect has spoken with other agents and is not currently planning to bundle additional policies, the overall profile still presents a viable opportunity for placement with the right approach and expectations.
Activity Feed
All Activity
Notes Only
Claimed4 months ago
By Christine Woolard Agency (Agency: Christine Woolard Agency, Order Id: #3366)
Email Sent (Prospect Follow-up)4 months ago
By System (To: cwoolard@farmersagent.com, Subject: Your Prospect Purchase: Ron Kennedy - Homeowners Insurance (Florissant, CO), Template: purchase-notification)
No collaboration notes recorded.
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