Kristine Banks – Home & Auto Insurance (Monument, CO)
The prospect is seeking bundled homeowners and auto insurance with the primary goal of replacing their existing Safeco coverage while improving overall pricing and protection. They have already provided their current policies and are highly engaged, indicating strong intent to move forward, though they have received a competing quote from one other agent. The risk […]
Keith Cleveland – Homeowners Insurance (Sedalia, CO)
The prospect is seeking homeowners insurance with the primary objective of securing coverage for a primary residence currently under contract, indicating urgency and a high likelihood to bind prior to closing. The prospect has fully imported their existing policies and is willing to bundle coverage, providing strong data transparency and positioning this as a well-qualified […]
Irene McCoy – Homeowners Insurance (Westcliffe, CO)
The prospect is seeking homeowners insurance with the primary objective of replacing an existing American Modern policy that is being non-renewed due to wildfire exposure. The prospect needs to secure new coverage prior to the current policy ending this summer and is focused on finding a more reliable provider, indicating urgency and strong intent to […]
RICHARD HOLLAND – Home / Auto / Umbrella (Castle Rock, CO)
The prospect is seeking bundled homeowners, auto and umbrella insurance with the primary objective of replacing existing coverage after receiving a high quote and exploring better options. The prospect confirmed active policies are in place, has fully imported their existing State Farm policies with a combined annual premium of approximately $6,734, and indicated they have […]
Jeff Borgeson – Home / Auto Bundle (Castle Pines, CO)
The prospect is seeking bundled homeowners and auto insurance coverage with the primary objective of securing coverage for an upcoming home purchase while replacing their existing auto policy. The prospect was directly qualified via phone call and imported their existing Amica policies, demonstrating strong engagement and data completeness. They have a clear timeline tied to […]
David Stoneking – Home & Auto Bundle (Wolcott, CO)
The prospect is seeking bundled homeowners and auto insurance coverage following a recent home purchase, with the objective of securing comprehensive protection for the residence and household vehicles. The prospect already owns the property (likely bought in cash but not confirmed), has not engaged with other agents, and provided detailed intake information, indicating strong engagement […]
Ryan Holcombe – Home & Auto Bundle (Thornton, CO)
The prospect is seeking bundled homeowners and auto insurance coverage with the primary objective of replacing their current policies due to dissatisfaction with recent coverage changes and prior claims handling. The current combined annual premium is approximately $12,843, indicating a strong revenue opportunity, and both home and auto existing policies have been imported for quoting. […]
Marie Schultz – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage with the primary objective of reducing current insurance costs while maintaining comparable protection. The request appears to be a replacement of existing policies, and the prospect has already provided full policy details for both home and auto, indicating readiness for accurate quoting. This is the […]
Amanda Collier – Homeowners Insurance (Lone Tree, CO)
The prospect is seeking homeowners insurance for a home currently under contract in Lone Tree, demonstrating clear urgency to secure coverage. The prospect is willing to bundle home and auto, and has an existing auto policy with Progressive, though full declarations are pending. They are shopping for coverage with a requested effective date of April […]
Eirika Brown – Home, Auto & Motorcycle Bundle (Sedalia, CO)
he prospect is seeking bundled homeowners, auto and motorcycle insurance coverage with the objective of securing comprehensive protection across multiple policies under one carrier. The prospect prefers to speak directly with an agent rather than uploading documents and is requesting a quote for homeowners insurance along with coverage for four vehicles, four motorcycles and a […]