Jeffrey Dexter – Home & Auto (Parker, CO)
The prospect is seeking a homeowners insurance quote for an owner-occupied home in The Pinery neighborhood of Parker. Existing auto policy information has been provided, along with all insured DOBs, driver’s license information and VINs, helping expedite the quoting process. The prospect is shopping to reduce premium while determining an appropriate wind and hail deductible […]
Jessie Reese – Home & Auto bundle (Castle Rock, CO)
This is a well-qualified homeowners insurance opportunity for a primary residence currently under contract in the Crystal Valley Ranch neighborhood of Castle Rock. The prospect was directly qualified and successfully upsold from a standalone homeowners inquiry to also explore a home and auto bundle for comparison. An existing homeowners quote of approximately $3,650 per year […]
Jon DeLorenzo – Home & Auto (La Junta, CO)
This is a directly qualified homeowners insurance opportunity for a primary residence in La Junta. The prospect is seeking to replace an existing homeowners policy after experiencing continued premium increases and running into underwriting issues with another carrier due to the property’s agricultural zoning. Although the property is zoned agricultural, it is used only as […]
Zachary Nau – Home & Auto (Castle Pines, CO)
This is a strong homeowners and auto bundle opportunity that was directly qualified by phone. The prospect is actively shopping due to repeated premium increases, poor communication from the current agency, and a recent lapse in auto insurance after the renewal was not communicated. Screenshots of existing policy declarations have been provided, along with all […]
Michaela Collier – Home & Auto Bundle (Monte Vista, CO)
This is a well-qualified home and auto bundle opportunity for a primary residence in Monte Vista. The prospect is looking to replace both existing homeowners and auto insurance with a new standard-market carrier in hopes of lowering premiums after improving credit score. Current combined premium is approximately $2,340 per year, has not worked with another […]
Stephen Amen – Home & Auto Bundle (Parker, CO)
Homeowners and auto bundle opportunity for a primary residence in the Clarke Farms neighborhood of Parker. The prospect is seeking replacement coverage for both homeowners and two vehicles, with a desired effective date of approximately August 1. They prefer to be contacted by email and are looking for a competitive bundle quote. The home is […]
James Hunter – Home & Auto (Golden, CO)
Home and auto bundle prospect in the Golden foothills seeking replacement coverage at renewal for a primary residence located in an elevated wildfire risk area. The prospect currently has coverage with a standard market carrier and is not being non-renewed (this not an E&S placement). Prospect is shopping due to a substantial premium increase. He […]
Rudy Todriguez – Multi-Policy (Castle Rock, CO)
Homeowners, auto, life/health, commercial auto and commercial general liability prospect in the Metzler Ranch neighborhood of Castle Rock seeking a comprehensive insurance review before an upcoming policy renewal. The prospect is looking to bundle multiple personal policies while also exploring coverage for a small dumpster delivery side business. The primary residence is a well-maintained owner-occupied […]
Rachel Allen – Home & Auto Bundle (Castle Rock, CO)
Homeowners prospect in the Terrain neighborhood of Castle Rock seeking to replace a non-renewed homeowners policy and bundle with auto insurance. The property is a well-maintained single-family residence, and the prospect is looking for immediate replacement coverage after receiving a non-renewal from the current carrier. The prospect has not worked with another agent and prefers […]
RONALD KEAS – Home & Auto Bundle (Castle Rock, CO)
The prospect is purchasing a primary residence in the Escavera neighborhood of Castle Rock and is seeking homeowners and auto insurance as part of the relocation. The prospect is mostly quote ready, with nearly all underwriting information collected. Existing auto policies are being imported to streamline the quoting process and ensure accurate coverage comparisons. The […]