Michelle Currie – Home & Auto Bundle
This is a very high-value, mostly quote-ready personal lines opportunity for a luxury residence in The Village at Castle Pines. The custom home is approximately 7,193 square feet of upscale living space, an estimated market value of approximately $2.67 million, and is complemented by a three-vehicle luxury auto household. The account presents an excellent opportunity […]
Tonya Hecht – Home Auto & Umbrella (Colorado Springs)
This prospect was directly qualified and is seeking a home, auto, and umbrella bundle for an owner-occupied single-family home in the Garden Ranch area of Colorado Springs. Their existing insurance policy is being non-renewed effective August 6, 2026, and they are looking to have replacement coverage in place by that date, creating an immediate quoting […]
Douglas Baker – Home, Auto & Motorcycle Bundle (Denver, CO)
This is a well-qualified personal lines bundle opportunity for a primary residence in Denver’s Harvey Park neighborhood. The prospect is seeking home, auto, motorcycle and possible umbrella coverage with a requested effective date of 08/01/2026. The prospect imported their existing insurance policies, providing excellent underwriting visibility, and is currently paying approximately $5,313 annually across their […]
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 […]
David Jacob – Home Auto & Umbrella (Castle Rock, CO)
This is a mostly quote ready home, auto and umbrella bundle opportunity in The Meadows. The prospect was extensively qualified through direct SMS communication, all existing policies have been provided, and all insured DOBs and driver’s license numbers have been collected. The prospect is looking to replace their current home, auto and umbrella coverage after […]
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 […]
Robert Lester – Home & Auto Bundle (Colorado Springs, CO)
The prospect is seeking replacement homeowners coverage for a primary residence in the Rosholt Retreat area of Colorado Springs after receiving notice that their existing Amica policy will be non-renewed. The prospect has maintained coverage with Amica since 2000 and is quote ready with a requested effective date of 06/30/2026. All insured DOBs and driver’s […]
Mark Foky – Home, Auto & Umbrella (Divide, CO)
The prospect is seeking home, auto and umbrella insurance for a primary residence in the Broken Wheel Village / Highland Lakes area of Divide, Colorado. The household includes multiple vehicles and the prospect expressed interest in reviewing a bundled package to compare pricing and coverage options. Full existing policies were provided for review along with […]
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 […]
Venkata Chunduri – Home & Auto (CO)
The prospect is seeking quotes for a home, auto and umbrella insurance package covering a primary residence in the Providence Center neighborhood of Highlands Ranch. The prospect was directly qualified through SMS and email correspondence and provided complete homeowners, auto and personal umbrella policy declarations for review. The household includes three vehicles, a recently replaced […]