Benjamin Parker – Home & Auto (Parker, CO)
The prospect is seeking bundled home and auto insurance coverage after noticing recent non-renewal activity affecting neighboring State Farm policyholders. The prospect stated they have maintained continuous insurance coverage with State Farm since 1992 and are proactively reviewing options before any potential disruption occurs. All existing homeowners and auto policy declarations were fully imported for […]
Timothy Johnson – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied single-family home located in The Meadows area of Castle Rock, Colorado. The primary motivation for shopping is rising insurance costs tied to the current mortgage payment and escrow increases, with the prospect looking for potential savings while reviewing bundled home and auto […]
Daniel Smyser – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a newer owner-occupied primary residence located in the Crystal Valley area of Castle Rock, Colorado. The inquiry reflects a well-qualified bundled personal lines opportunity with the prospect confirming the home is already owned and occupied as a primary residence. The property presents a strong […]
JILL TARVER – HOMEOWNERS INSURANCE (LARKSPUR, CO)
The prospect is an existing homeowner seeking a new homeowners insurance quote with the primary objective of saving money on current coverage. This property has a newer roof that was replaced in 2020. This is an owner-occupied primary residence located in an affluent area of Larkspur with an estimated home value around $1.2M. Requested effective […]
Michael Starzer – Home, Auto, Landlord & Umbrella (Castle Rock / Glenwood Springs, CO)
The prospect is seeking a full rewrite of an existing multi-policy State Farm account with a requested start date of 6/1/2026. The main goal is to improve coverage while also exploring potential cost savings. This is a high value bundled opportunity that includes three homes, one rental property, three autos and a $5M umbrella policy. […]
Rod Haselhorst – Home, Auto & Umbrella (Castle Rock, CO)
The prospect is seeking bundled home, auto and umbrella insurance coverage with the primary objective of replacing existing Allstate policies and reviewing better overall options. Full existing Allstate policies have been imported, giving the agent strong visibility into the current account structure, premiums and coverage setup. Current combined premium spend appears to exceed approximately $14,000 […]
Catherine Morales – Home & Auto Bundle (Castle Rock, CO)
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 […]
Patrick Ferguson – Home, Auto, RV & Umbrella Insurance (Castle Pines, CO)
The prospect is seeking bundled home, auto, RV and umbrella coverage with the goal of replacing an existing policy due to rising premiums. The existing Allstate homeowners policy is approximately $5,380 annually and has been imported, allowing for a clear comparison. Auto, umbrella and RV policy amounts are not yet confirmed. The prospect has obtained […]
Stephen Stanton – Home, Auto & Umbrella (Castle Rock, Colorado)
The prospect is looking to replace their current home and auto insurance due to a significant premium increase, with a target effective date of May 30. They obtained a basic quote through Amica but were not pleased with the pricing, and remain motivated to move forward if a more competitive bundled option is presented. No […]
Charlene Burwell – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of replacing an existing policy to reduce rising premium costs, with their current home and auto bundle totaling approximately $8,571 annually. The prospect initially requested standalone homeowners coverage but is proactively shopping ahead of a May 6 effective date and appears open to bundling […]