Nicholas Jackson – Bundle (Castle Rock, CO)
The prospect is seeking homeowners insurance for a primary residence in the Castle Pines area of Castle Rock and was directly qualified via phone call. The prospect is replacing an existing homeowners policy and expressed interest in reviewing both home and auto insurance options to determine whether a bundle could provide additional value. The home […]
Venkata Chunduri – Home & Auto (CO)
The prospect is seeking quotes for a home, auto and umbrella insurance package covering a primary residence in the Providence Center neighborhood of Highlands Ranch. The prospect was directly qualified through SMS and email correspondence and provided complete homeowners, auto and personal umbrella policy declarations for review. The household includes three vehicles, a recently replaced […]
Alexandra Savage – Home & Auto Bundle (Golden, CO)
The prospect is seeking a home and auto insurance bundle for a property in the Coal Creek Canyon area of Golden and is currently under contract to purchase the home. The prospect was directly qualified via SMS text and provided detailed information regarding the property, insurance needs and bundling objectives. Existing auto insurance policies were […]
Nicole Dragoi – Auto (Elizabeth, CO)
The prospect is seeking coverage for a multi-vehicle household and is primarily shopping for auto insurance with a strong focus on maximizing coverage while lowering overall insurance costs. Full date of birth and driver’s license information was provided for both drivers, along with vehicle details, allowing agents to quickly begin the quoting process. No competing […]
Welsey To – Homeowners (Castle Rock, CO)
The prospect is seeking homeowners insurance for a newly purchased home in The Meadows area of Castle Rock. The home will be owner-occupied as a primary residence and the prospect is currently under contract with a July 2, 2026 closing date, creating an immediate need for coverage. The property features a 2019 asphalt shingle roof, […]
Sandra Davis – Home & Auto Bundle (Golden, CO)
The prospect is seeking a home and auto insurance bundle for a newly purchased single-family home in the Genesee area of Golden, Colorado. Coverage is needed by the 06/30/2026 closing date, creating an immediate placement opportunity. The prospect provided complete underwriting information including date of birth, driver’s license information, property details, roof information, vehicle information, […]
Kelsey Quinn / Riley Quinn – Lyons (Home + Auto Purchase)
The prospect is seeking bundled homeowners and auto insurance for a primary residence purchase in the Lyons Park Estates area of Lyons with coverage requested to begin on 06/25/2026. The home is under contract and features a 2015 impact-resistant composite roof. The prospect imported their existing insurance policies for review and is looking to secure […]
Cory Strickler – Home, Auto, Life & Personal Articles Bundle (Castle Rock)
The prospect is under contract to purchase a primary residence in the Crystal Valley Ranch area of Castle Rock and is seeking homeowners, auto, life, personal articles, and landlord insurance coverage. The closing date is scheduled for July 15, 2026. The Castle Rock home features a newer 2023 asphalt shingle roof and will serve as […]
Suzanna Metcalfe – Homeowners & Auto (Castle Rock, CO)
The prospect is seeking both homeowners and auto insurance with an immediate need for coverage and is looking to bundle a manufactured home with two vehicles. The property is located in the Castle Park Mobile Home Community in Castle Rock. The home features a metal roof that was recoated last year. The prospect currently carries […]
Adrian Deleon – Homeowners + Auto (Castle Pines, CO)
The prospect is relocating from Oregon to Colorado and is under contract to purchase an owner-occupied single-family home in The Canyons neighborhood of Castle Pines with a scheduled closing date of 06/30/2026. The prospect is seeking homeowners insurance for the new residence and is also interested in bundling auto coverage. Full existing insurance policies have […]