The prospect is seeking home, auto, and landlord insurance coverage with the primary objective of restructuring their current policies and increasing liability limits across all exposures. This is a strong bundle opportunity centered around a primary residence in Castle Rock, paired with a rental property in Gunnison and a vehicle policy for a household member. Images of existing State Farm policies have been imported, and the prospect has specified liability targets of $1M to $2M along with a request for liability-only coverage on the vehicle, indicating clear intent and readiness to move forward with quotes.
The risk profile reflects an owner-occupied primary home in Castle Rock within an established residential area, combined with an out-of-area rental property that introduces landlord exposure. Existing coverage is already in place across all policies, creating a clean rewrite opportunity. Strong account value is supported by multi-property and multi-policy bundling potential, with no competing agents indicated and clear direction from the prospect on coverage structure and limits.
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