Brian Cullen – Homeowners (Green Mountain Falls, CO)
The prospect is seeking homeowners insurance coverage for a property purchase in Green Mountain Falls with the primary objective of securing adequate coverage for a home located in a high-risk fire zone requiring excess & surplus placement, with anticipated closing on May 21, 2026. The risk profile presents placement complexity due to fire zone exposure […]
Charlene Burwell – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of replacing an existing policy to reduce rising premium costs, with their current home and auto bundle totaling approximately $8,571 annually. The prospect initially requested standalone homeowners coverage but is proactively shopping ahead of a May 6 effective date and appears open to bundling […]
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 […]
Stephan DuPont – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage with the primary objective of reducing overall premium costs across all policies. This is a high value home and auto prospect with substantial existing premium volume totaling approximately $24,000 annually. The prospect is currently insured with Allstate for homeowners and GEICO for auto and motorcycle […]
Liam Walker – Home & Auto Bundle (Bayfield, CO)
Prospect is seeking homeowners insurance with the primary objective of replacing an existing policy due to non-renewal driven by wildfire exposure. The request includes interest in bundling with auto coverage and a near-term effective date, indicating urgency and strong intent to secure replacement coverage. The prospect has also engaged with other agents. The risk profile […]
Todd Patton – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance with the primary objective of significantly reducing their current premium while maintaining strong coverage. They are currently insured with Allstate for both homeowners and auto, with a combined annual premium of approximately $15,200–$15,500. The prospect has fully imported their existing policies, indicating strong engagement and readiness […]
Trystan Isenhour – Home & Auto Insurance (Castle Rock, CO)
The prospect is in the process of purchasing a primary residence and is seeking bundled homeowners and auto insurance coverage to secure protection ahead of closing. Closing is scheduled for the 20th and coverage must be bound by the 16th, creating a firm timeline and clear urgency to move forward. The prospect has been responsive […]
Aaron Lee – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled home and auto insurance with the primary objective of reducing current premium costs while also understanding the current Colorado market and whether different coverage strategies could help improve their overall situation. They are currently insured with a combined annual premium of approximately $6,734, have provided full home and auto declarations […]
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 […]