The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied home in Castle Rock’s Crystal Valley Ranch neighborhood, with the primary goal of lowering premium costs while keeping solid coverage in place. This is a strong replacement opportunity with full household details collected through a phone conversation, including DOB, driver’s license and spouse information. Screenshots of existing Allstate policies have been imported, with the current total annual premium at $8,803.06.
The property is a single-family home with a composition tile roof installed in 2024 and a 91% finished basement. The household includes two vehicles, a newer Honda and Lexus, with both drivers holding Colorado licenses and a clean claims history. No competing agents indicated, signaling clean intent and readiness to move forward.
