John Matasich – Home (Larkspur, CO)
The prospect is seeking a homeowners and auto bundle for an owner-occupied primary residence in Larkspur and is primarily motivated by reducing insurance costs. After the initial web intake, the prospect was further qualified via SMS, was highly responsive throughout the conversation and specifically requested a bundled quote. Full DOB and driver’s license information have […]
Cheyenne Watson – Investor Portfolio (Parker, CO)
Well-qualified home & auto & landlord portfolio opportunity qualified over email. The prospect provided their driver’s license, date of birth, and all existing policy documents, which have been imported into the portal, making this a mostly quote-ready opportunity with minimal follow-up required. Current portfolio includes one owner-occupied home, three rental properties, and an auto policy […]
Ryan Murphy – Home & Auto (Littleton, CO)
Well-qualified Home & Auto bundle opportunity in the Sterling Ranch neighborhood of Littleton. All insured DOBs, driver’s licenses, and underwriting information have been provided, making this a mostly quote-ready opportunity with minimal follow-up required. The insured is shopping due to their current homeowners carrier exiting the U.S. market and is also looking to reduce premiums. […]
Kristine Boyle – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking a home and auto insurance bundle for an owner-occupied primary residence in The Meadows neighborhood of Castle Rock. The prospect was directly qualified via SMS with concierge verification and is fully qualified with all named insureds’ dates of birth and driver’s license information collected. Full existing policies have been imported, no […]
Chris Morgan – Home (Hayden, CO)
The prospect is seeking homeowners insurance for a primary residence that is currently under contract in the Hayden area, with a requested effective date of 07/24/2026. This is a new home purchase and appears to be a well-qualified opportunity with full contact information and date of birth provided. The prospect has already obtained a quote […]
Kevin Lohr – Home & Auto Bundle (Littleton, CO)
The prospect is seeking a home and auto bundle quote for their owner-occupied primary residence in Littleton and is looking for a more competitive rate following a recent premium increase from their existing carrier. Full existing home and auto policies have been imported. Prospect has supplied detailed property information including recent updates to the roof […]
John Altomari – Home & Auto Bundle (Castle Pines, CO)
The prospect was qualified via SMS text and follow-up email and is seeking a home and auto bundle quote for a primary residence in the Castle Pines community of Douglas County. Although only basic underwriting information has been provided so far through screenshots of the existing insurance policy, this appears to be a quality bundled […]
Cherrlyn Eller – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking a home and auto bundle quote for an owner-occupied single-family residence in the Founders Village area of Castle Rock. Initial qualification was completed through an inbound phone call and the prospect was further qualified over email. Existing home and auto coverage are currently in force, and the existing auto policy has […]
Sally Blea – Home & Auto Bundle (Berthoud, CO)
The prospect is seeking a homeowners and auto bundle quote for a new home purchase in the Vantage neighborhood of Berthoud. The property is a single-family residence currently under contract with a requested effective date of 07/24/2026. The prospect provided complete underwriting information including DOB and driver’s license details, and existing auto policies have been […]
Robert Lester – Home & Auto Bundle (Colorado Springs, CO)
The prospect is seeking replacement homeowners coverage for a primary residence in the Rosholt Retreat area of Colorado Springs after receiving notice that their existing Amica policy will be non-renewed. The prospect has maintained coverage with Amica since 2000 and is quote ready with a requested effective date of 06/30/2026. All insured DOBs and driver’s […]