John Jorgensen – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking homeowners and auto insurance coverage for an owner-occupied primary residence in The Meadows neighborhood of Castle Rock. The prospect is shopping due to what he described as a significant and unreasonable homeowners premium increase at renewal and is actively looking for opportunities to reduce overall insurance costs. Full existing homeowners and […]
David Baysinger – Home & Auto (Sedalia, CO)
This prospect originally submitted a web form requesting an auto insurance quote but also left notes indicating they would like a home and auto bundle quote. The prospect owns a residence in the Madge Gulch area of Sedalia, a rural acreage community west of Castle Rock known for larger parcels, custom homes, and private foothills […]
Brayden James – Multi-Line (Monument, CO & Tulsa, OK)
The prospect is relocating from Tulsa, Oklahoma to Monument, Colorado and is under contract to purchase a new primary residence in the Willow Springs Ranch area of Monument with a scheduled closing date of 07/06. The new home features a Class 4 GAF ArmorShield II roof installed in 2024. The prospect is seeking homeowners, auto, […]
Daniel Decker – Homeowners, Auto, Umbrella, Flood (Highlands Ranch, CO)
The prospect recently renewed their insurance program in April and proactively contacted the agency after researching independent broker options. Rather than requesting immediate quotes, they are seeking guidance on the best time to begin shopping before renewal and are interested in reviewing homeowners, auto, flood/earthquake coverage, and a $4 million umbrella policy. The prospect voluntarily […]
Laurie S Lee – Home & Auto (Castle Rock, CO)
This prospect is seeking homeowners insurance alternatives for an owner-occupied residence in the Downtown Castle Rock area and was directly qualified via SMS text. The prospect provided complete underwriting information including date of birth, driver’s license information, property details, and imported existing policy declarations for review. The home features a composition shingle roof installed in […]
Garrett Griffiths – Home & Auto (Castle Rock, CO)
This prospect is seeking homeowners insurance for the purchase of a primary residence in The Meadows area of Castle Rock. The home is currently under contract with a projected closing date of July 10, 2026, creating a clear near-term need for coverage. The property features a 2017 asphalt shingle roof and 2017 major systems, is […]
Diane Leitch – Home & Auto Insurance (Castle Pines, CO)
The prospect is seeking bundled homeowners and auto insurance coverage ahead of a July 22 renewal and is actively looking to reduce overall insurance costs while maintaining comparable protection. The property is located in the Buffalo Ridge area of Castle Pines and represents a strong premium opportunity. The prospect was directly qualified via phone call, […]
Young T. Byun – Homeowners & Auto (Parker, CO)
The prospect is seeking bundled homeowners, auto and umbrella insurance coverage for an owner-occupied residence in Parker’s Bradbury Ranch neighborhood. Full existing policies were imported, showing current homeowners, auto and $1 million umbrella coverage with an estimated total existing premium of approximately $3,824 annually (likely increasing at renewal). The prospect was directly qualified through text […]
Shane Wood – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied primary residence in The Meadows neighborhood of Castle Rock. The primary motivation for shopping is a significant homeowners premium increase following a recent hail claim, and the prospect is looking to lower overall insurance costs while maintaining coverage. Existing homeowners and auto […]
Glen Moore – Home, Auto & Umbrella Insurance (Castle Rock, CO)
The prospect is seeking bundled homeowners, auto, and umbrella insurance coverage for an owner-occupied primary residence in the Founders Village area of Castle Rock. The primary motivation is to reduce overall insurance costs while maintaining strong protection across all lines. Existing home, auto and umbrella policies imported. Current annual insurance spending is approximately $5,150 (likely […]