Adrian Deleon – Homeowners + Auto (Castle Pines, CO)
The prospect is relocating from Oregon to Colorado and is under contract to purchase an owner-occupied single-family home in The Canyons neighborhood of Castle Pines with a scheduled closing date of 06/30/2026. The prospect is seeking homeowners insurance for the new residence and is also interested in bundling auto coverage. Full existing insurance policies have […]
JOHN GRAHAM – Home and Auto Bundle (Edwards, CO)
The prospect is seeking homeowners insurance coverage for a newly purchased high-value single-family residence in Edwards, Colorado with an anticipated closing timeframe between June 5 and June 12. The primary objective is securing coverage for the new home purchase, although future auto bundling opportunities were also discussed during intake. The prospect confirmed they are comparing […]
Shannon Williams – High Value Homeowners (Larkspur, CO)
The prospect is seeking preliminary insurance estimates for a potential future purchase of a high-value home currently listed for sale in Larkspur, Colorado at approximately $2.1M. The prospect is not yet under contract but is proactively evaluating insurance feasibility and estimated premium ranges before moving forward. If the purchase proceeds, this could develop into a […]
Julia Francis – Homeowners, Auto & Umbrella Insurance (Franktown, CO)
The prospect is seeking replacement homeowners, auto and umbrella insurance coverage for an owner-occupied acreage property in Franktown, Colorado with a requested effective date of June 25, 2026. The primary objective is reducing overall insurance costs while maintaining bundled protection across all policies. No competing insurance agents were indicated and the prospect imported existing policy […]
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. […]
Thomas Adams – Home, Auto & Landlord Portfolio – Estes Park & Lyons, CO
The prospect is currently insured with Allstate and maintains a bundled homeowners, auto and five-property landlord portfolio across Estes Park and Lyons, Colorado. The total annual premium footprint is conservatively estimated around $18,500 to $19,000, with roughly $9,000 attributed to the landlord portfolio. The prospect’s intent is to secure proper landlord liability coverage across multiple […]
Jacob “Jake” Frame – Landlord Insurance (Colorado Springs, CO)
The prospect contacted Castle Rock Insurance seeking landlord insurance for a rental portfolio and is primarily motivated by finding a better price. He owns a total of seven rental properties and began the quoting process by providing details for the first location. The property is a single-family rental, currently tenant-occupied, and self-managed by the prospect. […]
Jennifer Mendenhall – High Value Homeowners
Prospect is seeking replacement homeowners insurance for a high-value mountain property ahead of an early March renewal. Prospect submitted a request for coverage on an already-owned secondary residence in Crested Butte, Colorado, and is currently insured with State Farm but is exploring alternatives after prior difficulty placing coverage for a high-value mountain home. The property […]
M. A. – Mountain Village
The prospect contacted Castle Rock Insurance requesting homeowners insurance for a very high-value home located in Mountain Village, Colorado. The caller completed a very limited intake by phone and confirmed the full property address. Preliminary risk data indicates generally low exposure, including a Fire Factor of 4 out of 10. Zillow data shows a sale […]