Donna Hoagland – Home & Auto Bundle (Castle Rock, CO)
Prospect is under contract to purchase a primary residence in The Meadows neighborhood of Castle Rock with a scheduled closing date of August 21, 2026. They are seeking a home and auto bundle, were directly qualified by phone, and later confirmed by SMS that they want to proceed with a bundled quote. Their existing homeowners […]
Terry Luchi – Home, Auto & Umbrella (Castle Rock, CO)
Prospect is requesting a home, auto and umbrella bundle for a primary residence in The Meadows neighborhood of Castle Rock. They are relocating to Colorado, closing on the home around August 24, and are looking for a reputable carrier offering strong bundled pricing and coverage. Existing auto policies have been provided along w/ all insured […]
David Schwartz – Home, Auto & Umbrella (Castle Rock, CO)
This is a well-qualified new home construction opportunity for a primary residence in the Crystal Valley Summit neighborhood of Castle Rock. The prospect is purchasing a luxury Toll Brothers home that is currently under construction with completion expected in November 2026. The prospect is requesting home, auto and umbrella insurance quotes. Existing auto and umbrella […]
Jessie Reese – Home & Auto bundle (Castle Rock, CO)
This is a well-qualified homeowners insurance opportunity for a primary residence currently under contract in the Crystal Valley Ranch neighborhood of Castle Rock. The prospect was directly qualified and successfully upsold from a standalone homeowners inquiry to also explore a home and auto bundle for comparison. An existing homeowners quote of approximately $3,650 per year […]
Greg Fisher – Homeowner (Monument, CO)
This is a well-qualified homeowners insurance opportunity for a primary residence purchase in Monument. The prospect does not currently have an existing homeowners policy and is purchasing a home with a scheduled closing date of July 30, 2026. The sellers will remain in the home after closing through September 28, 2026 and will maintain their […]
Richard Nelson – Home & Auto (Castle Rock, CO)
This is a high-quality home, auto and umbrella insurance opportunity for a prospect who is under contract to purchase a primary residence in The Meadows neighborhood of Castle Rock. The prospect is relocating from South Dakota to Colorado and is seeking a bundled insurance package effective August 14, 2026. This appears to be a standard-market […]
MacKenzi Knight – Home (Castle Rock, CO)
The prospect is under contract to purchase a home in the Sapphire Pointe neighborhood of Castle Rock and is seeking homeowners insurance for the new primary residence. Full contact information and the property address have been provided
RONALD KEAS – Home & Auto Bundle (Castle Rock, CO)
The prospect is purchasing a primary residence in the Escavera neighborhood of Castle Rock and is seeking homeowners and auto insurance as part of the relocation. The prospect is mostly quote ready, with nearly all underwriting information collected. Existing auto policies are being imported to streamline the quoting process and ensure accurate coverage comparisons. The […]
Deborrah Bailey – Home Buyer Inquiry
This is a home insurance inquiry from an Arizona agent seeking coverage for a buyer on a home purchase. Name, phone and email provided. But location / situation unknown (other then being in Colorado)
Tzsana Jones – Homeowners (Monument, CO)
The prospect called seeking a homeowners insurance quote, but the call dropped before the intake could be completed. The property address was confirmed, along with the preferred contact number. Based on the property, this appears to be a high value home. The prospect may be purchasing the home or could be looking for a homeowners […]