Dara Petersen – Home (Golden, CO)
This is a standalone homeowners insurance opportunity for a new property purchase in the KK Subdivision in the Golden/Coal Creek area. The property is currently under contract with a potential August 17, 2026 closing and an insurance deadline prior to closing. The prospect is seeking homeowners coverage only at this time. The home has a […]
Patrick Obarr – Auto & Renters Bundle (Castle Rock, CO)
Prospect is seeking auto and renters insurance with the primary goal of lowering insurance costs. They currently carry active auto and renters policies and are shopping for more competitive pricing. The prospect is looking to insure four vehicles and bundle them with a renters policy for their Castle Rock residence. All insured date of birth […]
Ruchika Kalra – Home & Auto (Parker, CO)
Prospect is requesting a homeowners and auto bundle quote for a single-family home in the Pine Bluffs neighborhood of Parker. The insured is shopping coverage primarily to save money and would like new coverage to begin around August 15. Phone is the preferred follow-up method. Property details indicate a composition shingle roof replaced in 2022 […]
Michaela Collier – Home & Auto Bundle (Monte Vista, CO)
This is a well-qualified home and auto bundle opportunity for a primary residence in Monte Vista. The prospect is looking to replace both existing homeowners and auto insurance with a new standard-market carrier in hopes of lowering premiums after improving credit score. Current combined premium is approximately $2,340 per year, has not worked with another […]
Stephen Amen – Home & Auto Bundle (Parker, CO)
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 […]
RONALD KEAS – Home & Auto Bundle (Castle Rock, CO)
The prospect is purchasing a primary residence in the Escavera neighborhood of Castle Rock and is seeking homeowners and auto insurance as part of the relocation. The prospect is mostly quote ready, with nearly all underwriting information collected. Existing auto policies are being imported to streamline the quoting process and ensure accurate coverage comparisons. The […]
Charles Sutton – Home & Auto Bundle (Castle Pines, CO)
The prospect is quote ready and requested an immediate homeowners and auto bundle quote. All existing policies have been imported, allowing the broker to perform a thorough coverage comparison and identify any opportunities for improved protection or pricing. The home is located in the Green Valley neighborhood of Castle Pines and represents a high-value personal […]
Thomas Burkett – Home (South Fork, CO)
This is a homeowners prospect for a new property purchase in the River’s Edge RV Resort community of South Fork. The prospect is under contract to purchase a 2022 park model single-family home and is seeking homeowners insurance before closing. The property features a newer 2022 roof, no homeowners policy is currently in place and […]
Joseph Sabia – Home & Auto (Castle Pines, CO)
This prospect is seeking a home and auto bundle for an owner-occupied single-family home in Castle Pines with a requested effective date of August 15. The household includes four vehicles, creating an exceptional multiline opportunity. Existing home and auto policies have already been imported, allowing underwriting to begin immediately. The prospect’s current annual premium is […]
Tonya Hecht – Home Auto & Umbrella (Colorado Springs)
This prospect was directly qualified and is seeking a home, auto, and umbrella bundle for an owner-occupied single-family home in the Garden Ranch area of Colorado Springs. Their existing insurance policy is being non-renewed effective August 6, 2026, and they are looking to have replacement coverage in place by that date, creating an immediate quoting […]