JOHN GRAHAM – Home and Auto Bundle (Edwards, CO)
The prospect is seeking homeowners insurance coverage for a newly purchased high-value single-family residence in Edwards, Colorado with an anticipated closing timeframe between June 5 and June 12. The primary objective is securing coverage for the new home purchase, although future auto bundling opportunities were also discussed during intake. The prospect confirmed they are comparing […]
Nathan Muhr – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied single-family residence in Castle Rock, Colorado within the Crystal Valley area. The prospect confirmed he is relocating from Wisconsin and is currently under contract to purchase the home, creating a time-sensitive bundled insurance opportunity tied to the upcoming move and closing process. […]
Howard Dickman – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking homeowners and potential auto bundle coverage for a home purchase in Castle Rock, Colorado with a requested effective date of June 1, 2026. This was a directly qualified phone prospect who specifically searched for an independent agency in the Castle Rock area. The prospect is primarily focused on securing strong homeowners […]
Bryen Turco – Home & Auto (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a new construction primary residence purchase in Castle Rock’s Macanta neighborhood, with an approximate closing date of July 15, 2026. The primary objective is securing comprehensive coverage while reducing overall insurance costs through a home and auto bundle. The prospect completed a detailed phone […]
Samuel Ford – Home, Auto & Umbrella (Franktown, CO)
The prospect is seeking homeowners, auto, and umbrella insurance coverage for a home purchase in Franktown with a closing date of May 22, 2026. This appears to be a high-value bundle opportunity involving a property with a barn and additional structure exposure requiring adequate Coverage B consideration. The prospect expressed clear intent to bundle all […]
Edward Kane – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking homeowners and auto insurance coverage for a newly purchased owner-occupied single-family home in the Crystal Valley Ranch area of Castle Rock, with coverage needed to align with the June 5, 2026 closing date. This is a relocation-driven purchase opportunity with no current homeowners policy in place for the new residence. The […]
Reagan Lawrence – Home & Auto Bundle (Peyton, CO)
The prospect is seeking a home and auto insurance bundle with urgency tied to an upcoming closing on June 2nd. However they need home & auto coverage with a stated deadline tomorrow. They claim that other insurance agents have not gotten back to them. This is a time-sensitive opportunity for a single-family home purchase in […]
Stan Allen – Home, Auto & Umbrella Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance for a new home purchase with the primary objective of replacing their existing State Farm coverage and securing a more competitive overall insurance package. In addition to homeowners coverage, the prospect is also seeking a $2M umbrella policy and is open to bundling auto insurance if needed for eligibility […]
Daniel Callahan – Home & Auto (Castle Rock, CO)
The prospect is seeking homeowners and auto insurance with the goal of securing a bundled policy tied to an upcoming home purchase and relocation. Closing is set for May 7, 2026, creating a clear timeline and strong intent to bind. The property is located in Crystal Valley Ranch in Castle Rock. They imported their existing […]
Andrew Davis – Homeowners (Castle Pines, CO)
The prospect is seeking homeowners insurance for a home they are actively purchasing, with the goal of putting coverage in place for a primary residence by May 13, 2026. This appears to be a clean new-purchase opportunity with clear intent to move forward and a defined timeline, indicating strong likelihood to bind. The property appears […]