Michael Starzer – Home, Auto, Landlord & Umbrella (Castle Rock / Glenwood Springs, CO)
The prospect is seeking a full rewrite of an existing multi-policy State Farm account with a requested start date of 6/1/2026. The main goal is to improve coverage while also exploring potential cost savings. This is a high value bundled opportunity that includes three homes, one rental property, three autos and a $5M umbrella policy. […]
Dusti Mogren – Home, Auto & Landlord (Castle Rock, CO)
The prospect is seeking home, auto, and landlord insurance coverage with the primary objective of restructuring their current policies and increasing liability limits across all exposures. This is a strong bundle opportunity centered around a primary residence in Castle Rock, paired with a rental property in Gunnison and a vehicle policy for a household member. […]
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 […]
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 […]
Erica Blackburn – Home & Auto (Castle Rock, CO)
Caller asked for home & auto but dropped.
Catherine Morales – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied home in Castle Rock’s Crystal Valley Ranch neighborhood, with the primary goal of lowering premium costs while keeping solid coverage in place. This is a strong replacement opportunity with full household details collected through a phone conversation, including DOB, driver’s license and […]
Patrick Ferguson – Home, Auto, RV & Umbrella Insurance (Castle Pines, CO)
The prospect is seeking bundled home, auto, RV and umbrella coverage with the goal of replacing an existing policy due to rising premiums. The existing Allstate homeowners policy is approximately $5,380 annually and has been imported, allowing for a clear comparison. Auto, umbrella and RV policy amounts are not yet confirmed. The prospect has obtained […]
Daniel Stein – Home, Auto & Personal Articles (Fort Collins, CO)
The prospect is seeking bundled home, auto and personal articles insurance coverage with the primary objective of replacing an existing policy due to a significant renewal increase. The current combined Allstate premium is $4,864 annually ($1,223.42 auto and $3,640.77 homeowners) and is expected to increase by over 30% at renewal to approximately $6,300+ annually. All […]
Dan Boyle – Home & Auto Bundle (Cotopaxi, CO)
The prospect is seeking homeowners insurance coverage following a recent non-renewal, leaving the property currently uninsured. The situation is urgent, with multiple prior declines and active efforts to secure coverage as soon as possible. The prospect is open to bundling home and auto to improve eligibility and pricing, while prioritizing placement of the homeowners policy. […]
Daniel Callahan – Home & Auto (Castle Rock, CO)
The prospect is seeking homeowners and auto insurance with the goal of securing a bundled policy tied to an upcoming home purchase and relocation. Closing is set for May 7, 2026, creating a clear timeline and strong intent to bind. The property is located in Crystal Valley Ranch in Castle Rock. They imported their existing […]