Aaron Bakken – Home (Castle Pines, CO)
This is a fully qualified homeowners prospect for a new home purchase in the Buffalo Ridge neighborhood of Castle Pines. The insured is under contract with a July 10, 2026, closing date and is seeking coverage for a luxury home valued at approximately $1.7 million. The home features a composite roof that was replaced in […]
Lawrence Lutz – Home & Auto Bundle (Larkspur, CO)
The prospect is seeking homeowners insurance for a primary residence in the Perry Park area of Larkspur and is also willing to bundle auto coverage to meet carrier underwriting requirements for the property’s wildfire exposure. Detailed underwriting information was collected including the primary insured’s full date of birth and driver’s license, the spouse’s full date […]
Letha Phillips – Homeowners (Castle Pines, CO)
The prospect is seeking a comprehensive home & auto bundle insurance for a primary residence purchase in the Amber Ridge neighborhood of Castle Pines and is interested in bundling homeowners and auto insurance. The prospect needs coverage placed on an expedited timeline with evidence of insurance required by tomorrow and is under contract with a […]
Edward Baron – Home & Auto (Colorado Springs, CO)
The prospect is seeking homeowners insurance for a primary residence purchase in the Black Forest area of Colorado Springs and is also interested in bundling auto coverage. This is a high-value insurance opportunity with significant premium potential. While the property may present some E&S placement challenges due to wildfire exposure, the prospect is highly motivated […]
Kristine Boyle – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking a home and auto insurance bundle for an owner-occupied primary residence in The Meadows neighborhood of Castle Rock. The prospect was directly qualified via SMS with concierge verification and is fully qualified with all named insureds’ dates of birth and driver’s license information collected. Full existing policies have been imported, no […]
Deborah Davies – Commercial (Castle Rock, CO)
The prospect is seeking a commercial insurance quote for a warehouse and specifically requested a lessor’s risk policy. The prospect currently has commercial insurance in place, indicating an established business with an active insurance program. This appears to be a straightforward commercial opportunity with an immediate quoting need. Basic business contact information was provided during […]
Cherrlyn Eller – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking a home and auto bundle quote for an owner-occupied single-family residence in the Founders Village area of Castle Rock. Initial qualification was completed through an inbound phone call and the prospect was further qualified over email. Existing home and auto coverage are currently in force, and the existing auto policy has […]
Sally Blea – Home & Auto Bundle (Berthoud, CO)
The prospect is seeking a homeowners and auto bundle quote for a new home purchase in the Vantage neighborhood of Berthoud. The property is a single-family residence currently under contract with a requested effective date of 07/24/2026. The prospect provided complete underwriting information including DOB and driver’s license details, and existing auto policies have been […]
Rainna Bollinger – Home (Rangely, CO)
The prospect is seeking replacement homeowners insurance for a primary residence in the Rangely area and is actively shopping due to rising insurance costs. The prospect currently has homeowners coverage in force with an annual premium of approximately $3,341 and is looking for more competitive pricing. The prospect imported existing policy documents for review, providing […]
Charlotte Gonzales – Home (Parker, CO)
The prospect is seeking replacement homeowners coverage for a primary residence in the Hidden River area of Parker. Basic underwriting details have been provided including DOB, driver’s license information, spouse information and roof age. The property is a single-family home with an approximately 5-year-old roof, which should be viewed favorably by many carriers. An audio […]