Exclusive Lead Opportunity

Jul 25, 2026 Parker
Original price was: 44 CR.Current price is: 42 CR.
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Categorization

Locked audio file home & auto replacement policy

Underwriting Factors

Strengths
  • Prospect name, DOB / DL provided
  • Property has a new roof (4 years old)
  • Prospect has no claims in the last 5 years
Risk Factors
  • Spouse DL not yet provided
  • Prospect confirmed they are shopping around before renewal
  • Prospect said they had two minor traffic violations over their lifetime (not confirmed if this was in the last 5 years)
Underwriting Notes
  • Neighborhood: Canterberry (Villages of Parker)
  • Paired ranch-style home with finished basement
  • Asphalt shingle roof approximately 4 years old
  • 2019 Volvo XC40 R-Design and 2023 Volvo XC90 Ultimate
  • $500 collision deductible requested on both vehicles
  • Coverage requested to begin around August 1
  • Prefers to be contacted by email
  • Pricing decided by data intake & premium
  • Pricing discounted given price sensitivity / shopping around

Key Insights

Est. Annual
Premium
$5200
Intake
Method
Phone
Existing
Policies
Requested
Quote
Ready?
Mostly Ready
Personally
Qualified
Standard Verified
Quoted by
Others
Yes

Prospect Summary

Homeowners and auto bundle opportunity for a primary residence in the Clarke Farms neighborhood of Parker. The prospect is seeking replacement coverage for both homeowners and two vehicles, with a desired effective date of approximately August 1. They prefer to be contacted by email and are looking for a competitive bundle quote.

The home is a paired ranch-style residence with a finished basement totaling approximately 3,200 square feet. The asphalt shingle roof is approximately four years old. The prospect provided personal driver's license information, spouse information, and vehicle details for both autos, making this a well-qualified opportunity pending a few remaining items.

Activity Feed

All Activity
Notes Only
Email Sent (Fallback Prospect Assignment) 4 weeks ago
By System (To: Samen1@comcast.net, Subject: Stephen Amen - Leinweber Insurance Agency will be contacting you about your insurance request., Template: lead-assignment-notification)
Claimed 4 weeks ago
By Leinweber Insurance Agency (Cr Amount: 42 CR, Agency: Leinweber Insurance Agency, Order Id: #6854)
Email Sent (Prospect Follow-up) 4 weeks ago
By System (To: brodyl@seamlessins.com, Subject: Your Prospect Purchase: Stephen Amen – Home & Auto Bundle (Parker, CO), Template: purchase-notification)
No collaboration notes recorded.

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Price
Original price was: 44 CR.Current price is: 42 CR.
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Contact Details

Full Name
Phone
Email Address

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