Scott Nelson – Condo & Umbrella (Vail, CO)
The prospect is purchasing a luxury condo located in The Wren at Vail, just steps from Vail Village, and is seeking both condo and umbrella insurance with a requested 09/01/2026 policy start date. The prospect provided complete contact information and indicated they have not obtained quotes from other agents. The Vail location, resort-community setting and […]
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, […]
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 […]
Scott Gauthier – Homeowners (Highlands Ranch, CO)
The prospect is seeking homeowners insurance for a primary residence currently under contract in the Westridge area of Highlands Ranch, with a requested effective date of June 11. The prospect is relocating from Indiana and is purchasing the home as an owner-occupied primary residence. He is seeking adequate coverage at a competitive price point and […]
Travis Laws – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a primary residence currently under contract in The Meadows neighborhood of Castle Rock, Colorado, with a closing date of June 15. He recently relocated from Missouri and is establishing new insurance coverage for the home purchase while also insuring two household vehicles. The prospect […]
Alexander Gayed – Home & Auto (Sedalia)
The prospect is seeking home & auto insurance coverage for a property under contract in the Sedalia area with a requested effective date of July 3, 2026. The prospect stated the property is intended for future usage after closing and requested underwriting review and quote preparation immediately due to timing needs tied to the pending […]
Sarah Taub – Home & Auto (Castle Pines, CO)
The prospect is seeking bundled home and auto insurance coverage for an owner-occupied primary residence in the Castle Pines North / Knightsbridge area and is currently in the process of purchasing the home. This is a clean bundled opportunity with clear home and auto intent. The home reflects favorable update history with plumbing and water […]
Christopher Neiman – Home & Auto Insurance (Elizabeth, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a residential property in Elizabeth, Colorado and appears to be actively preparing for a home purchase. The caller confirmed interest in obtaining both home and auto insurance quotes together and requested immediate transfer to a live representative for quoting assistance after completing the initial […]
Alex McGuire – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage for an owner-occupied primary residence in the Founders Village area of Castle Rock and is currently under contract to purchase the property with a requested July 1 policy start date. The intake reflects a motivated inbound buyer actively preparing for closing with no indication of competing agent involvement […]