Exclusive Lead Opportunity

May 5, 2026 Monument

Categorization

Locked estimate excess & surplus (likely) farmer friendly homeowners

Underwriting Factors

Strengths
  • No competing agents involved
  • Home and auto bundle opportunity supported by imported policies
  • Multiple line and multicar discounts currently in place
  • Good driving discount on current auto policies
  • Low annual mileage on vehicles
  • Clear communication and responsiveness from the prospect
Risk Factors
  • High wildfire exposure
  • Prior hail damage claim within the past 5 years
  • Roof age 13 years
  • Property not yet under contract
  • Prior hail damage claim within the past 5 years
Underwriting Notes
  • Single-family home
  • Mailing address differs from property address
  • Prospect still evaluating bundling options

Key Insights

Est. Annual
Premium
$4500
Intake
Method
Phone
Existing
Policies
Yes
Quote
Ready?
Quote Ready
Personally
Qualified
Yes
Quoted by
Others
No

Prospect Summary

The prospect is looking for a home & auto estimate for a potential home purchase and is currently in the early evaluation stage, requesting pricing guidance rather than actively moving forward with binding coverage. The prospect is not yet under contract and has no competing agents involved, creating a clean opportunity to engage early and guide the quoting process. There is also clear bundle intent, and they imported their existing auto policies, providing useful visibility into current coverage.

The risk profile reflects a single-family home with prior hail claim history and confirmed wildfire exposure. The roof is approximately 13 years old, placing it in a moderate age range. The property is not yet under contract, and the differing mailing address suggests a possible secondary residence or pending occupancy scenario.

Activity Feed

All Activity
Notes Only
Claimed 3 months ago
By Christine Woolard Agency (Agency: Christine Woolard Agency, Order Id: #3893)
Email Sent (Prospect Follow-up) 3 months ago
By System (To: cwoolard@farmersagent.com, Subject: Your Prospect Purchase: Ryan Shilts - Homeowners Insurance (Monument, CO), Template: purchase-notification)
No collaboration notes recorded.

Lead Workspace Locked

Purchase this exclusive lead opportunity to unlock full contact information, notes collaboration, status tracking, dispatching and attachments.

Price
CR
Unlock Prospect

Contact Details

Full Name
Phone
Email Address

Unlock this lead to access direct contact information