Bryan Mosley – Home (CO)
Prospect called for homeowners insurance but dropped. Likely lives in or close to Castle Rock. Name and number provided.
Nathan Hanes – Homeowners (Castle Rock, CO)
The prospect is seeking homeowners insurance for an existing residence in the Terrain area of Castle Rock, Colorado. The prospect originally contacted Castle Rock Insurance a long time ago and called in again last evening requesting a homeowners insurance quote. Name, address, phone number, and email address were provided during the automated intake process.
Marion Bond – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance for an owner-occupied single-family residence in the Founders Village neighborhood of Castle Rock. The prospect is replacing an existing homeowners policy and is interested in reviewing alternative coverage options through an independent agency. Full underwriting information including date of birth, driver’s license information, property address and claims history was […]
Suzanna Metcalfe – Homeowners & Auto (Castle Rock, CO)
The prospect is seeking both homeowners and auto insurance with an immediate need for coverage and is looking to bundle a manufactured home with two vehicles. The property is located in the Castle Park Mobile Home Community in Castle Rock. The home features a metal roof that was recoated last year. The prospect currently carries […]
John Schwarz – Homeowners (Divide, CO)
The prospect is under contract to purchase a single-family home in the Grandview Estates area of Divide with a scheduled closing date of 06/29 and is seeking a new homeowners insurance policy prior to closing. The property is a larger mountain-area residence situated on acreage and features a recently replaced roof that is approximately two […]
Nathan Speer – Homeowners (Boulder Mountains, CO)
The prospect reached out regarding homeowners insurance for a property located just outside Boulder, likely in a wildfire-exposed foothills area. The inquiry centers around a buyer’s request for coverage through Lloyd’s of London or another large admitted or specialty carrier, and the prospect is seeking guidance on available excess and surplus market options for high-risk […]
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 […]
Robert Keenan – Homeowners (Aurora, CO)
This prospect is seeking condo insurance for an owner-occupied primary residence in Aurora, Colorado. The prospect recently moved into the property and is looking to secure a new policy immediately. During the intake, the prospect provided full contact information, date of birth, driver’s license information, desired personal property coverage limits, and coverage preferences. The prospect […]