Greg Burstein – Home (Denver, CO)
The prospect is seeking homeowners insurance for the purchase of a primary residence in the Observatory Park neighborhood of Denver and is under contract to purchase a high-value home listed at approximately $2.3 million. Full date of birth has been provided along with detailed property information, making this a well-qualified homebuyer opportunity for standard-market homeowners […]
Kimbra Seniw – Multi-Bundle [Castle Rock, CO]
The prospect is seeking a comprehensive personal insurance review for a primary residence in the Founders Village area of Castle Rock and is interested in consolidating multiple personal insurance policies, including homeowners, auto, personal articles, RV and umbrella coverage. The opportunity was directly qualified through the web intake, with full date of birth and driver’s […]
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 […]
Ann McCloskey – Home Auto & Umbrella (Castle Rock, CO)
The prospect is seeking replacement quotes for a multi-property (two homes), multi-auto (three vehicles) and umbrella insurance package ahead of the August 1 renewal. The opportunity was extensively qualified through SMS and email, and all insured dates of birth, driver’s license information, and existing policy documents have been provided, making this a mostly quote-ready opportunity […]
Robert Krebs – Home, Auto, Umbrella (Castle Rock, CO)
Prospect is seeking a home, auto, and umbrella bundle with a requested effective date of 8/1/2026. The property is located in Keene Ranch, an upscale acreage community in Castle Rock, on approximately 10 acres with an estimated value exceeding $2.5 million. The household includes two drivers and a 2025 GMC Sierra. The prospect has not […]
Pamela Farone – Home, Auto, Umbrella (Castle Pines, CO)
The prospect is seeking a home, auto and umbrella insurance package for an owner-occupied primary residence in the Castle Pines North area of Castle Pines. Asset protection is a primary concern for the household, with the prospect specifically maintaining a current $4 million personal umbrella policy. This is a highly attractive bundled personal lines opportunity […]
Brenda Gomez – Commercial (Denver, CO)
The prospect is seeking commercial insurance for a newly established trucking and hauling operation specializing in dirt, sand and construction material transportation. Coverage is needed immediately to satisfy contract requirements and includes commercial auto liability, general liability, cargo coverage, non-owned trailer coverage and an additional insured endorsement. The prospect reported no insurance claims within the […]
Robert Truscheit – Homeowners (Vail, CO)
The prospect is seeking homeowners insurance for a high-value property in the East Vail area near the Bighorn Road and Gore Creek corridor. The prospect was directly qualified via phone call and owns the property as a second residence while residing out of state. The prospect expressed dissatisfaction with the current State Farm relationship and […]
Joe Stifter – Commercial (Castle Rock, CO)
The prospect is seeking commercial insurance for a new parking lot striping, sealcoating, pavement repair, sign installation and snow removal business scheduled to begin operations on September 1, 2026. The business is organized as an LLC and is requesting General Liability, Workers Compensation, Commercial Auto and Commercial Umbrella coverage. The prospect provided full contact information, […]
Nicole DeRoche – Multi Auto Insurance (Castle Rock, CO)
The prospect is seeking auto insurance coverage for a multi-vehicle household who has potential for home & auto bundle as well. The prospect resides in The Meadows area of Castle Rock and has imported both existing personal auto and commercial auto policies for quoting review. Current combined insurance premiums are approximately $10,232 annually across the […]