Cameron Wilson – Homeowner Bundle (Centennial, CO)
The prospect is seeking bundled homeowners, auto and umbrella coverage for a newly purchased single-family home in the Dream House Acres neighborhood of Centennial. Their primary focus is securing comprehensive homeowners coverage that includes roof replacement cost protection, service line coverage and umbrella liability protection. Coverage is requested in conjunction with the June 23, 2026 […]
Young T. Byun – Homeowners & Auto (Parker, CO)
The prospect is seeking bundled homeowners, auto and umbrella insurance coverage for an owner-occupied residence in Parker’s Bradbury Ranch neighborhood. Full existing policies were imported, showing current homeowners, auto and $1 million umbrella coverage with an estimated total existing premium of approximately $3,824 annually (likely increasing at renewal). The prospect was directly qualified through text […]
Glen Moore – Home, Auto & Umbrella Insurance (Castle Rock, CO)
The prospect is seeking bundled homeowners, auto, and umbrella insurance coverage for an owner-occupied primary residence in the Founders Village area of Castle Rock. The primary motivation is to reduce overall insurance costs while maintaining strong protection across all lines. Existing home, auto and umbrella policies imported. Current annual insurance spending is approximately $5,150 (likely […]
Charles Williams – Home, Auto & Umbrella (Castle Rock, CO)
The prospect is seeking bundled home, auto and possible umbrella insurance coverage for an owner-occupied residence in The Meadows area of Castle Rock. The primary reason for shopping is premium savings after the current policy reportedly increased by approximately 14%. The current policy renews June 19, 2026. The prospect was directly qualified through a return […]
Holly Guinan – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage for a single-family home purchase in Castle Rock, Colorado with a targeted closing date of June 18. The primary objective is securing immediate coverage for the new owner-occupied residence while also exploring bundled auto and possible umbrella insurance opportunities. The prospect confirmed no competing agents or outside quotes […]
Ron Stettner – Home, Auto & Umbrella Bundle (Highlands Ranch, CO)
The prospect is seeking a bundled homeowners, auto and umbrella insurance review for an owner-occupied single-family residence in Highlands Ranch, Colorado. Existing homeowners, auto and umbrella policy documents were fully imported along with roof replacement certification documentation. The current insurance portfolio reflects approximately $6,275 annually in existing premium across all lines. The prospect is looking […]
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 […]
Jeffrey Sperber – Home, Auto & Umbrella Insurance (Castle Rock, CO)
The prospect is seeking home, auto and umbrella insurance coverage with the primary objective of securing more competitive pricing ahead of an upcoming renewal. This is a clean replacement opportunity for a well-qualified risk located in Castle Pines Village, currently insured with Berkley One. The prospect is actively evaluating multiple quote structures including bundled and […]
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 […]
Stan Allen – Home, Auto & Umbrella Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance for a new home purchase with the primary objective of replacing their existing State Farm coverage and securing a more competitive overall insurance package. In addition to homeowners coverage, the prospect is also seeking a $2M umbrella policy and is open to bundling auto insurance if needed for eligibility […]