Todd Patton – Home & Auto Bundle (Castle Rock, CO)
April 13, 2026
88 CR
Out of stock
INSURANCE TYPE
Min. Estimated Policy
List Item #1
Existing Policies Imported?
Bundling Interest
Quoted By Others?
The prospect is seeking bundled homeowners and auto insurance with the primary objective of significantly reducing their current premium while maintaining strong coverage. They are currently insured with Allstate for both homeowners and auto, with a combined annual premium of approximately $15,200–$15,500. The prospect has fully imported their existing policies, indicating strong engagement and readiness to move forward. No competing agents were indicated, creating a clean opportunity with strong close potential.
The risk profile reflects an owner-occupied single-family residence located in the Crystal Valley Ranch area of Castle Rock paired with a three-vehicle household. The home was built in 2005 with an asphalt shingle roof replaced in 2021 and no rental exposure reported. The overall profile aligns with a standard suburban risk with solid property characteristics and typical exposure for the area, presenting a well-qualified opportunity with strong bundle potential.
Additional information
Insurance Type
Homeowners, existing homeowner, Home & Auto
Lead Location
Castle Rock
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