Danny Schissler – Home & Auto (Nunn, CO)
Prospect filled out a partial web form submission asking for home & auto insurance. Name, phone number, address & email provided. Likely a high-risk fire zone prospect.
Thomas Calhoun – Home & Auto Bundle (Castle Rock, Colorado)
The prospect is seeking replacement homeowners and auto insurance coverage for an owner-occupied residence located in The Meadows area of Castle Rock with the primary objective of securing more competitive pricing ahead of the upcoming June 3rd renewal. This is a competitive but well-qualified home and auto bundle opportunity involving a local Castle Rock real […]
Steven Vassar – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking replacement homeowners and auto insurance coverage for an owner-occupied single-family home in Castle Rock with clear intent to bundle both policies for improved overall pricing. Existing home and auto policies are currently active, and the prospect is engaged and responsive throughout the intake process. No cancellation or non-renewal concerns were reported. […]
Edward Kane – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking homeowners and auto insurance coverage for a newly purchased owner-occupied single-family home in the Crystal Valley Ranch area of Castle Rock, with coverage needed to align with the June 5, 2026 closing date. This is a relocation-driven purchase opportunity with no current homeowners policy in place for the new residence. The […]
Davis Nicart calling on behalf of Ayesha Nichols – Homeowners & Auto Bundle (Denver, CO)
This is a referral connection opportunity involving a mortgage broker calling on behalf of a client during a refinance process. The prospect is seeking replacement homeowners insurance coverage for an owner-occupied single-family home in Denver, Colorado, with the primary objective of reducing premium costs after a substantial increase on the current policy. The mortgage broker […]
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 […]
Reagan Lawrence – Home & Auto Bundle (Peyton, CO)
The prospect is seeking a home and auto insurance bundle with urgency tied to an upcoming closing on June 2nd. However they need home & auto coverage with a stated deadline tomorrow. They claim that other insurance agents have not gotten back to them. This is a time-sensitive opportunity for a single-family home purchase in […]
Dan Romanek – Home & Auto (Denver, CO)
Prospect called in asking for home & auto. Provided name but dropped. Likely in Castle Rock.
Paul & Linda Blanding – Home & Auto (Castle Rock, CO)
The prospect is seeking a home and auto insurance bundle with the goal of lowering overall cost while maintaining strong coverage. This is a high-value replacement opportunity for a Castle Rock homeowner in The Village at Castle Pines. The prospect has imported their existing PURE policies, showing a current total premium of approximately $16,423, providing […]
Lawrence Brake – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking home and auto insurance with the goal of lowering overall cost while maintaining strong coverage. This is a clean replacement opportunity for a Castle Rock homeowner in the Mountain View neighborhood. No competing agents were indicated, and the prospect appears engaged and ready to move forward, making this a straightforward quoting […]