Troy Ison – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled home, auto, umbrella and event liability insurance coverage for an owner-occupied primary residence in the Terrain / Castle Oaks area of Castle Rock, Colorado. The prospect is primarily shopping to explore potential savings opportunities while maintaining strong liability protection limits. Existing policy information was provided during intake including imported homeowners, […]
James Breese – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled home and auto insurance coverage for an owner-occupied primary residence in The Meadows area of Castle Rock, Colorado. The prospect stated the current policies are approaching renewal and pricing increased approximately 25%, prompting them to shop for alternative coverage options. Existing home and auto policies have already been imported for […]
Christopher Neiman – Home & Auto Insurance (Elizabeth, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a residential property in Elizabeth, Colorado and appears to be actively preparing for a home purchase. The caller confirmed interest in obtaining both home and auto insurance quotes together and requested immediate transfer to a live representative for quoting assistance after completing the initial […]
Andrew Labron – Homeowners & Auto Insurance (Highlands Ranch, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied primary residence and appears primarily motivated by premium savings and overall policy value. Existing home and auto policies are active and full policies have been imported for remarketing purposes. The household includes two drivers and two vehicles with no prior claims reported […]
Jacob Hughes – Homeowners & Auto Bundle Insurance (Drake, CO)
The prospect is seeking an estimated homeowners and auto insurance bundle quote for a property located in Drake, Colorado, after being informed that the area is considered a high-risk wildfire zone where standalone homeowners placement is generally unavailable. The prospect appeared willing to proceed with the bundled quote process and provided direct contact information during […]
Austen Konkel – Home & Auto (Castle Rock)
The prospect is seeking bundled home and auto insurance coverage for an owner-occupied primary residence in Castle Rock, Colorado. The prospect recently replaced the roof in 2025 following hail damage and appears to be proactively reviewing insurance options shortly after the policy renewal period. Existing policies have already been imported for review, and the prospect […]
Benjamin Parker – Home & Auto (Parker, CO)
The prospect is seeking bundled home and auto insurance coverage after noticing recent non-renewal activity affecting neighboring State Farm policyholders. The prospect stated they have maintained continuous insurance coverage with State Farm since 1992 and are proactively reviewing options before any potential disruption occurs. All existing homeowners and auto policy declarations were fully imported for […]
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 […]
Carlos Penaloza – Home & Auto (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied residence in Castle Rock, Colorado. The prospect initially contacted Castle Rock Insurance about 2 years ago and called back today for a short follow-up conversation regarding updated homeowners and auto insurance quotes. The primary goal is finding better pricing and coverage options. […]
Timothy Johnson – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied single-family home located in The Meadows area of Castle Rock, Colorado. The primary motivation for shopping is rising insurance costs tied to the current mortgage payment and escrow increases, with the prospect looking for potential savings while reviewing bundled home and auto […]