Nathan Muhr – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied single-family residence in Castle Rock, Colorado within the Crystal Valley area. The prospect confirmed he is relocating from Wisconsin and is currently under contract to purchase the home, creating a time-sensitive bundled insurance opportunity tied to the upcoming move and closing process. […]
Daniel Smyser – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a newer owner-occupied primary residence located in the Crystal Valley area of Castle Rock, Colorado. The inquiry reflects a well-qualified bundled personal lines opportunity with the prospect confirming the home is already owned and occupied as a primary residence. The property presents a strong […]
Moksuda McKeithan – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied single-family residence located in the Crystal Valley area of Castle Rock, Colorado with a requested effective date of May 25, 2026. The household is currently insured with American Family at approximately $15,582 annually and appears motivated to explore competitive replacement options following […]
Collin Meek – Home & Auto Bundle (Larkspur, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a higher-value single-family home in Larkspur, Colorado with an estimated market value around $932,300. The prospect indicated prior difficulty obtaining homeowners coverage due to wildfire concerns and appears to be actively searching for replacement coverage following a recent cancellation or non-renewal situation. Existing auto […]
Ty Wickline – Insurance (Location TBD)
The prospect call for a home & auto bundle quote but dropped. Prospect is likely in the Castle Rock area.
Howard Dickman – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking homeowners and potential auto bundle coverage for a home purchase in Castle Rock, Colorado with a requested effective date of June 1, 2026. This was a directly qualified phone prospect who specifically searched for an independent agency in the Castle Rock area. The prospect is primarily focused on securing strong homeowners […]
Bryen Turco – Home & Auto (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a new construction primary residence purchase in Castle Rock’s Macanta neighborhood, with an approximate closing date of July 15, 2026. The primary objective is securing comprehensive coverage while reducing overall insurance costs through a home and auto bundle. The prospect completed a detailed phone […]
Ryan Laterza – Homeowners & Auto Bundle Insurance (Evergreen, CO)
The prospect is seeking homeowners insurance coverage for a newly purchased owner-occupied luxury home in Evergreen, Colorado with an expected closing date of June 5, 2026. The opportunity appears directly tied to the active home purchase process, and the prospect requested quote completion by approximately May 20, 2026. The prospect expressed frustration that he has […]
Amber Tripp – Homeowners & Auto Insurance (Castle Rock, CO)
The prospect is seeking replacement homeowners and auto insurance coverage for an owner-occupied primary residence in Castle Rock neighborhood The Meadows, with a requested effective date of June 1, 2026. The primary objective is reducing current insurance costs while maintaining strong coverage across both home and auto policies. No competing insurance quotes or agents were […]
Samuel Ford – Home, Auto & Umbrella (Franktown, CO)
The prospect is seeking homeowners, auto, and umbrella insurance coverage for a home purchase in Franktown with a closing date of May 22, 2026. This appears to be a high-value bundle opportunity involving a property with a barn and additional structure exposure requiring adequate Coverage B consideration. The prospect expressed clear intent to bundle all […]