David Wurzbach Home & Auto (Parker, CO)
This is a home + auto bundle opportunity for a new home purchase in Parker. The prospect is purchasing a single-family home and is looking for a new insurance provider, with coverage requested to begin September 17. Both insureds’ DOB and driver’s license information were provided. The home has an unfinished basement and a 2021 […]
Nancy Gord – Homeowners Insurance (Castle Rock, CO)
This is a homeowners insurance opportunity involving two prospective home purchases in Castle Rock. The prospect is considering homes in The Meadows and Crystal Valley Ranch and is preparing to place a bid. All insured DOB / DL information has been provided, making the household substantially quote-ready. The Meadows property is confirmed within the Meadows […]
Patrick Kennedy – Home & Auto (Elizabeth, CO)
This is a homeowners + auto opportunity for a home buyer under contract in the Pine Ridge area of Elizabeth. The property is a single-family home on nearly 3 acres in Elbert County. The prospect is purchasing the home with a September 9, 2026 closing date and needs homeowners coverage for the purchase. The home […]
Michael Rhynard – Home + Auto + Umbrella Bundle
The prospect is seeking homeowners insurance for a new primary residence purchase with coverage needed to coincide with an August 27 closing. The prospect also wants auto coverage for three vehicles and a $2 million umbrella policy. No competing agents were indicated during intake. The prospect is purchasing a newer single-family home in the Macanta […]
Neil Troy – Home & Auto Bundle (Arboles, CO)
This is a homeowners + auto estimate request submitted by a loan officer for a first-time homebuyer preparing to make an offer on a single-family home in the Piedra Park area of Arboles, Archuleta County near Navajo Reservoir. The property sits on approximately 2.1 wooded acres and is a 1972 A-frame/stick-built home with a metal […]
Caroll Murphy – Home & Auto (Castle Rock, CO)
This is a partial web form submission for a home and auto opportunity in The Meadows in Castle Rock. The property associated with the inquiry is currently listed for sale, so the prospect may be a potential home buyer, although this has not been confirmed. The prospect provided DOB, Colorado driver’s license information and full […]
Dara Petersen – Home (Golden, CO)
This is a standalone homeowners insurance opportunity for a new property purchase in the KK Subdivision in the Golden/Coal Creek area. The property is currently under contract with a potential August 17, 2026 closing and an insurance deadline prior to closing. The prospect is seeking homeowners coverage only at this time. The home has a […]
Anthony Ibanez – Home + Auto (Larkspur, CO)
Prospect is purchasing a primary residence in Woodmoor Mountain near Larkspur with a scheduled closing date of August 31 and is seeking a homeowners and auto bundle. The property is located in an elevated wildfire exposure area, making carrier selection an important part of the quoting process. The prospect has been responsive, completed the policy […]
Rachael Young – Home Buyer (Castle Rock, CO)
Prospect is purchasing a home in the Founders Village neighborhood of Castle Rock and is interested in a home and auto bundle. After an outbound conversation, the prospect confirmed they are willing to bundle if the pricing is competitive and has already provided the information needed to begin quoting. The only competing homeowners quote was […]
Shawn Dorry – Standalone Homeowners (Castle Rock, CO)
Prospect is purchasing a primary residence in the Park Preserve neighborhood of The Meadows in Castle Rock and is scheduled to close next week. The home was built in 2018 and features an asphalt shingle roof, smoke detectors and a security camera or monitoring system. The roof, plumbing, heating, electrical and water heater all date […]