Trystan Isenhour – Home & Auto Insurance (Castle Rock, CO)
The prospect is in the process of purchasing a primary residence and is seeking bundled homeowners and auto insurance coverage to secure protection ahead of closing. Closing is scheduled for the 20th and coverage must be bound by the 16th, creating a firm timeline and clear urgency to move forward. The prospect has been responsive […]
Aaron Lee – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled home and auto insurance with the primary objective of reducing current premium costs while also understanding the current Colorado market and whether different coverage strategies could help improve their overall situation. They are currently insured with a combined annual premium of approximately $6,734, have provided full home and auto declarations […]
RICHARD HOLLAND – Home / Auto / Umbrella (Castle Rock, CO)
The prospect is seeking bundled homeowners, auto and umbrella insurance with the primary objective of replacing existing coverage after receiving a high quote and exploring better options. The prospect confirmed active policies are in place, has fully imported their existing State Farm policies with a combined annual premium of approximately $6,734, and indicated they have […]
Douglas Bayer – Landlord (Westcliffe, CO)
The prospect is seeking homeowners insurance for a property in Westcliffe, Colorado. They were directly qualified via text but provided very limited information, though there is clear intent to connect with a specialist. The prospect confirmed an active policy is currently in place, suggesting they may be evaluating better coverage or pricing options. No competing […]
Jeff Borgeson – Home / Auto Bundle (Castle Pines, CO)
The prospect is seeking bundled homeowners and auto insurance coverage with the primary objective of securing coverage for an upcoming home purchase while replacing their existing auto policy. The prospect was directly qualified via phone call and imported their existing Amica policies, demonstrating strong engagement and data completeness. They have a clear timeline tied to […]
David Stoneking – Home & Auto Bundle (Wolcott, CO)
The prospect is seeking bundled homeowners and auto insurance coverage following a recent home purchase, with the objective of securing comprehensive protection for the residence and household vehicles. The prospect already owns the property (likely bought in cash but not confirmed), has not engaged with other agents, and provided detailed intake information, indicating strong engagement […]
Janice Nash – Homeowners Insurance (Colorado Springs, CO)
The prospect is seeking to replace an existing homeowners insurance policy for a single-family primary residence. They confirmed an active policy is currently in place and requested direct communication with an agent, indicating immediate coverage needs and clear intent to move forward. The risk appears to be a standard owner-occupied residence with no indication of […]
Ryan Holcombe – Home & Auto Bundle (Thornton, CO)
The prospect is seeking bundled homeowners and auto insurance coverage with the primary objective of replacing their current policies due to dissatisfaction with recent coverage changes and prior claims handling. The current combined annual premium is approximately $12,843, indicating a strong revenue opportunity, and both home and auto existing policies have been imported for quoting. […]
Marie Schultz – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage with the primary objective of reducing current insurance costs while maintaining comparable protection. The request appears to be a replacement of existing policies, and the prospect has already provided full policy details for both home and auto, indicating readiness for accurate quoting. This is the […]
Amanda Collier – Homeowners Insurance (Lone Tree, CO)
The prospect is seeking homeowners insurance for a home currently under contract in Lone Tree, demonstrating clear urgency to secure coverage. The prospect is willing to bundle home and auto, and has an existing auto policy with Progressive, though full declarations are pending. They are shopping for coverage with a requested effective date of April […]