Joseph Saunders – Home & Auto (Castle Rock, CO)
The prospect called requesting bundled homeowners and auto insurance quotes for a primary residence in The Meadows neighborhood of Castle Rock. The property is located in one of the area’s most established master-planned communities, offering a strong opportunity for a multi-policy household review. The prospect confirmed there is an active homeowners policy in force and […]
Charles Sutton – Home & Auto Bundle (Castle Pines, CO)
The prospect is quote ready and requested an immediate homeowners and auto bundle quote. All existing policies have been imported, allowing the broker to perform a thorough coverage comparison and identify any opportunities for improved protection or pricing. The home is located in the Green Valley neighborhood of Castle Pines and represents a high-value personal […]
Larry Bass – Home, Auto & Rental (Highlands Ranch, CO)
The prospect is seeking homeowners, auto and landlord insurance coverage and was directly qualified over the phone. The opportunity includes an owner-occupied single-family home in the Highlands Ranch area, two personal vehicles and an additional rental property, creating a strong multi-policy bundling opportunity. The prospect requested coverage to begin immediately and prefers to be contacted […]
Constance Tontasch – Home & Auto Bundle (Louisville, CO)
The prospect is seeking a homeowners and auto insurance bundle for their owner-occupied single-family home in the Louisville area and was directly qualified over the phone. They are looking for a new insurance provider because they are dissatisfied with their current broker’s responsiveness and want to work with a broker who provides better service and […]
Cory Bergquist – Home & Auto (CO)
This is a directly qualified homeowners and auto bundle prospect purchasing a home in the Westcliff neighborhood of Westminster with a scheduled July 22 closing. The prospect has an immediate need for coverage, confirmed they have not received quotes from any other insurance agents and is looking to work with a broker who can navigate […]
Rhyannon Gerard – Home & Auto (CO)
This is a directly qualified home buyer opportunity for an owner-occupied single-family home in the Valley Hi Mountain Estates neighborhood of Florissant. The prospect is scheduled to close on July 20, 2026, creating an immediate homeowners quoting opportunity with strong multiline potential. This opportunity is mostly quote ready. Audio from the qualification call has been […]
Lee Breshears – Home & Auto (Castle Pines, CO)
This prospect was directly qualified over a phone call after originating through Castle Pines Insurance Brokers and is seeking both homeowners and auto insurance. The prospect indicated they are not satisfied with their current insurance provider, citing declining service and responsiveness following a change in ownership. Price was not the primary motivation for shopping. Instead, […]
Andrew Davis – Home & Auto (Castle Rock, CO)
This is a strong home and auto bundle opportunity in the Crystal Valley Ranch area of Castle Rock. The prospect is requesting a replacement quote for both homeowners and auto insurance and currently has coverage through different carriers for each policy. Existing policies are available for review, allowing for a comprehensive coverage comparison. The current […]
Hope Belloni – Condo + Auto (Aurora, CO)
This prospect is seeking an auto and condominium insurance bundle for an owner-occupied condo in Aurora’s City Center North neighborhood. The property is a 2-bedroom, 2-bath condominium built in 1982, creating a solid personal lines multiline opportunity. The opportunity provides the insured’s date of birth, driver’s license, vehicle information, email address, and contact preferences collected. […]
Robert McPherson – Home & Auto (Colorado Springs, CO)
This is a fully qualified home and auto bundle opportunity for an owner-occupied primary residence in the Village Seven neighborhood of Colorado Springs with a requested effective date of August 1, 2026. The prospect is looking to bundle homeowners and auto insurance to reduce overall insurance costs. The home features an asphalt shingle roof that […]