Luis Correa – Homeowners (Limon, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of securing a new policy for a property currently under contract, following difficulty obtaining coverage through prior quoting attempts. Prospect is looking to reduce overall insurance costs while aligning coverage with an upcoming closing timeline. The prospect demonstrates readiness to move forward quickly once […]
Brian Cullen – Homeowners (Green Mountain Falls, CO)
The prospect is seeking homeowners insurance coverage for a property purchase in Green Mountain Falls with the primary objective of securing adequate coverage for a home located in a high-risk fire zone requiring excess & surplus placement, with anticipated closing on May 21, 2026. The risk profile presents placement complexity due to fire zone exposure […]
Edward Adamson – Homeowners Insurance (Colorado Springs, CO)
Edward Adamson is seeking homeowners insurance with the primary objective of securing coverage for a property located in a designated high-risk fire zone in Colorado Springs. The prospect initially contacted us via Google Organic search and has engaged via SMS, indicating either a non-renewal situation from his current carrier or the purchase of a new […]
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 […]
Diana Leavy – Homeowners (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of securing a new policy for a primary residence that is currently under contract, with a closing date of April 23. The request is time-sensitive, indicating strong intent to bind coverage prior to closing. The prospect confirmed the property is located in a moderate […]
Charlene Burwell – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of replacing an existing policy to reduce rising premium costs, with their current home and auto bundle totaling approximately $8,571 annually. The prospect initially requested standalone homeowners coverage but is proactively shopping ahead of a May 6 effective date and appears open to bundling […]
Phillip Bicker – Homeowners & Landlord (Castle Rock, CO)
The prospect is seeking a landlord insurance policy for a newly purchased single-family home, with the primary objective of securing coverage prior to closing and comparing pricing against an existing carrier. The property is under contract with a targeted closing date on the 5th of next month, and the prospect plans to complete light updates […]
Joseph Malka – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of replacing an existing policy to reduce current premium costs. The prospect already owns the home and is requesting coverage to begin immediately, indicating urgency and strong intent to move forward. No competing agents were indicated. The request was for standalone homeowners coverage, though […]
James Spencer – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of replacing an existing policy to reduce current premium costs while maintaining appropriate protection. The existing homeowners policy was imported and reflects current coverage with State Farm at approximately $5,900 annually, indicating a mid-to-high tier homeowners premium and a strong opportunity for remarketing. No […]
Todd Patton – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance with the primary objective of significantly reducing their current premium while maintaining strong coverage. They are currently insured with Allstate for both homeowners and auto, with a combined annual premium of approximately $15,200–$15,500. The prospect has fully imported their existing policies, indicating strong engagement and readiness […]