Michael Foster – Home, Auto, Motorcycle & Umbrella (Castle Rock, CO)
The prospect is seeking bundled home, auto, motorcycle and umbrella insurance coverage with the primary goal of replacing an existing program due to a premium increase. All existing policies have been fully imported, showing a combined annual premium of approximately $6,505, giving agents full visibility into current pricing, drivers and vehicle exposures. No competing agents […]
Stephen Stanton – Home, Auto & Umbrella (Castle Rock, Colorado)
The prospect is looking to replace their current home and auto insurance due to a significant premium increase, with a target effective date of May 30. They obtained a basic quote through Amica but were not pleased with the pricing, and remain motivated to move forward if a more competitive bundled option is presented. No […]
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 […]
RICHARD VAP – Homeowners, Auto & Umbrella (Castle Rock, CO)
The prospect is seeking bundled homeowners, auto and excess umbrella insurance coverage with the primary objective of reviewing and potentially improving their current insurance program after several years without remarketing. The request includes coverage for a primary residence, a separate rental property, multiple vehicles and a motorhome, indicating a comprehensive multi-policy opportunity with clear intent […]
Elizabeth Foster – Home & Auto Insurance (, CO)
The prospect is seeking insurance coverage and was directly qualified by CRI through a live phone call, which significantly strengthens the quality of this opportunity. This was not a passive submission. The intake was completed in real time, allowing for accurate information gathering, clarification of needs, and confirmation of intent. This level of engagement indicates […]
Joshua Manweiler – Home, Auto & Umbrella (Lone Tree, CO)
The prospect is seeking bundled homeowners, auto and umbrella insurance coverage with the primary objective of re-quoting existing policies due to recent pricing changes, particularly with umbrella coverage. The prospect previously explored options but is now re-engaging and appears motivated to review updated pricing and move forward, with no competing agents indicated. The risk profile […]
Darin Anderson – Home, Auto & Umbrella Bundle (Cotopaxi, CO)
Prospect contacted CRI seeking bundled homeowners, auto and umbrella coverage for his primary single-family residence in Cotopaxi. He is shopping due to consistent annual premium increases with his current carrier ranging between approximately 12% and 20% per year. His current total premium across all active policies is $4,809.19 annually (State Farm). The prospect was personally […]
Heather Fitch – Homeowners, Auto & Umbrella (Peyton, CO)
The prospect contacted Castle Rock Insurance to explore homeowners, auto and umbrella coverage options and was directly qualified over a phone call regarding her situation. She currently has all policies with triple AAA but is seeking a more comprehensive solution due to concerns with how her existing carrier handles properties held in a revocable trust. […]
Denise Logan – Penrose
The prospect is relocating from Scottsdale AZ and is actively seeking coverage for a home purchase with a willingness to bundle homeowners auto and umbrella and existing auto policies have been imported to assist quoting however the property is in a high wildfire risk area, and the metal roof was installed in 1994. E&S placement […]
P. B. – Denver
The prospect reached out seeking a bundled home, auto, and umbrella insurance review for a primary residence in Denver, Colorado, with the goal of securing a better overall rate. The property is already owned and was built and fully upgraded in 2023. Existing coverage is in place, and the prospect is evaluating bundled options ahead […]