Anna Larson – Multi Auto & Renters (Parker, CO)
This is an auto + renters insurance opportunity for a Parker household with two drivers and two vehicles. The prospect directly requested an auto quote and subsequently agreed to include renters insurance for potential bundling. Both existing policies were imported, and the prospect was directly qualified over SMS. All insured DOB, DL & VINs provided. […]
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 […]
Anthony Mora – Auto Renters & Motorcycle (Mack, CO)
Prospect is seeking quotes for standalone personal auto and motorcycle insurance for a Colorado residence in the Grand Valley area. The prospect has consented to text messaging and is actively shopping coverage, creating an opportunity to review both vehicles for potential savings. Current coverage appears to be with State Farm and includes a 2025 Kawasaki […]
DIANE JAUCH – Auto & Renters (Englewood, CO)
This is a fully qualified personal lines opportunity for an auto renewal with a strong cross-sell opportunity for renters’ insurance. The prospect was directly verified over a phone call, is looking to replace an upcoming auto policy before renewal and is open to reviewing an auto and renters bundle if it provides better overall value. […]
Aaron Myers – Auto / Renters / Builders Risk (Castle Rock, CO)
The prospect is seeking auto, renters and builders risk insurance with the primary objective of securing coverage across multiple personal exposures in a single, coordinated approach. The request reflects clear multi-policy intent with a defined need for coverage and willingness to move forward once options are presented, creating a strong opportunity to bundle and round […]
Jose Lopez – Home & Auto & Renters Bundle (Bennett ,CO)
The prospect is seeking bundled auto and renters insurance coverage and is currently insured with active policies for both. The prospect is exploring replacement quotes to evaluate potential savings and improved coverage through bundling and requested a morning callback to continue the quoting process. The household includes multiple drivers and three vehicles with the prospect […]
David “Dave” Holdcraft – Auto & Renters Bundle (Aurora, CO)
The prospect is seeking an Auto and Renters bundle for a primary residence located in Aurora, Colorado. He currently carries both auto and renters coverage with GEICO at approximately $2,000 annually and is actively shopping to reduce premium. He provided full underwriting details during intake. Single driver, single vehicle exposure with no spouse or additional […]