Thomas Bennie – Homeowners, Auto & Personal Liability (Larkspur, CO)
The prospect is seeking homeowners and auto insurance coverage with the primary objective of reducing current premiums with Allstate, expressing skepticism about potential savings but willingness to explore options ahead of a June 1st policy renewal date. The caller provided complete contact information, demographics, and property details during a comprehensive phone intake. They also imported […]
Joseph Malka – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of replacing an existing policy to reduce current premium costs. The prospect already owns the home and is requesting coverage to begin immediately, indicating urgency and strong intent to move forward. No competing agents were indicated. The request was for standalone homeowners coverage, though […]
James Spencer – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of replacing an existing policy to reduce current premium costs while maintaining appropriate protection. The existing homeowners policy was imported and reflects current coverage with State Farm at approximately $5,900 annually, indicating a mid-to-high tier homeowners premium and a strong opportunity for remarketing. No […]
Todd Patton – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance with the primary objective of significantly reducing their current premium while maintaining strong coverage. They are currently insured with Allstate for both homeowners and auto, with a combined annual premium of approximately $15,200–$15,500. The prospect has fully imported their existing policies, indicating strong engagement and readiness […]