Adam McKeith – Homeowners (Fire Zone Colorado)
Prospect called asking for information about firezone homeowners coverage but dropped.
Diane Leitch – Home & Auto Insurance (Castle Pines, CO)
The prospect is seeking bundled homeowners and auto insurance coverage ahead of a July 22 renewal and is actively looking to reduce overall insurance costs while maintaining comparable protection. The property is located in the Buffalo Ridge area of Castle Pines and represents a strong premium opportunity. The prospect was directly qualified via phone call, […]
Young T. Byun – Homeowners & Auto (Parker, CO)
The prospect is seeking bundled homeowners, auto and umbrella insurance coverage for an owner-occupied residence in Parker’s Bradbury Ranch neighborhood. Full existing policies were imported, showing current homeowners, auto and $1 million umbrella coverage with an estimated total existing premium of approximately $3,824 annually (likely increasing at renewal). The prospect was directly qualified through text […]
Shane Wood – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied primary residence in The Meadows neighborhood of Castle Rock. The primary motivation for shopping is a significant homeowners premium increase following a recent hail claim, and the prospect is looking to lower overall insurance costs while maintaining coverage. Existing homeowners and auto […]
Jesse Carter – Homeowners & Life Insurance (Castle Rock, CO)
The prospect submitted an unorthodox insurance inquiry and was qualified through email correspondence. The prospect is seeking both homeowners and life insurance coverage and expressed interest in establishing a long-term relationship with a reputable local insurance professional rather than simply obtaining a quick quote. A Google Meet meeting was specifically requested to discuss coverage needs […]
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 […]
Deanna Martin – Auto & Home (Colorado Springs, CO)
The prospect is seeking both homeowners and auto insurance coverage for a property in the Gleneagle area of Colorado Springs. They are looking to review bundled coverage options for their home and vehicles and have provided complete contact information to begin the quoting process. The home recently received a new asphalt shingle roof in 2025 […]
Holly Osa – Home & Auto (Castle Pines, CO)
The prospect is looking to update existing homeowners coverage and bundle it with auto insurance in an effort to reduce overall insurance costs. The prospect was directly qualified over the phone, has active homeowners and auto coverage in place, has not reported any claims within the past five years, and is actively shopping for savings. […]
Carri Ludwiczak – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage for an owner-occupied primary residence and is primarily interested in reducing insurance costs by replacing an existing homeowners policy. The risk profile reflects an owner-occupied residence with an asphalt shingle roof installed in 2016 and solar panels mounted on the home. The property includes operational smoke detectors and […]