Camille Hankins Homeowners Auto & umbrella (Englewood, CO)
Established personal-lines household seeking coverage for a portfolio centered around a primary residence in the Cherry Creek Vista neighborhood of Englewood. The account includes the primary home, two vehicles, a personal umbrella and personal articles coverage, representing approximately $6,734 in total annual premium for the Englewood portfolio. The prospect recently completed a full roof replacement […]
William Danos – Home & Auto (Castle Rock, CO)
This is a home and auto bundle opportunity in Castle Rock for a primary residence and two vehicles. The home has an approximately 8-year-old asphalt shingle roof. The prospect was directly qualified and indicated there are no competing agents. The prospect is currently insured with Farmers but is frustrated with his current agent due to […]
David Wurzbach Home & Auto (Parker, CO)
This is a home + auto bundle opportunity for a new home purchase in Parker. The prospect is purchasing a single-family home and is looking for a new insurance provider, with coverage requested to begin September 17. Both insureds’ DOB and driver’s license information were provided. The home has an unfinished basement and a 2021 […]
Stephen Streeter – Home Auto & Umbrella (Castle Rock, CO)
This is a fully quote-ready home, auto and umbrella replacement opportunity for an owner-occupied single-family home in Bell Mountain Ranch, Castle Rock. The home has a 2020 asphalt shingle roof, a fully finished basement and protective features including working smoke detectors and home security cameras/monitoring. All existing policies have been imported and the requested effective […]
Patrick Kennedy – Home & Auto (Elizabeth, CO)
This is a homeowners + auto opportunity for a home buyer under contract in the Pine Ridge area of Elizabeth. The property is a single-family home on nearly 3 acres in Elbert County. The prospect is purchasing the home with a September 9, 2026 closing date and needs homeowners coverage for the purchase. The home […]
Anna Larson – Multi Auto & Renters (Parker, CO)
This is an auto + renters insurance opportunity for a Parker household with two drivers and two vehicles. The prospect directly requested an auto quote and subsequently agreed to include renters insurance for potential bundling. Both existing policies were imported, and the prospect was directly qualified over SMS. All insured DOB, DL & VINs provided. […]
Patrick Obarr – Auto & Renters Bundle (Castle Rock, CO)
Prospect is seeking auto and renters insurance with the primary goal of lowering insurance costs. They currently carry active auto and renters policies and are shopping for more competitive pricing. The prospect is looking to insure four vehicles and bundle them with a renters policy for their Castle Rock residence. All insured date of birth […]
Rudy Todriguez – Multi-Policy (Castle Rock, CO)
Homeowners, auto, life/health, commercial auto and commercial general liability prospect in the Metzler Ranch neighborhood of Castle Rock seeking a comprehensive insurance review before an upcoming policy renewal. The prospect is looking to bundle multiple personal policies while also exploring coverage for a small dumpster delivery side business. The primary residence is a well-maintained owner-occupied […]
Charles Sutton – Home & Auto Bundle (Castle Pines, CO)
The prospect is quote ready and requested an immediate homeowners and auto bundle quote. All existing policies have been imported, allowing the broker to perform a thorough coverage comparison and identify any opportunities for improved protection or pricing. The home is located in the Green Valley neighborhood of Castle Pines and represents a high-value personal […]
Joseph Sabia – Home & Auto (Castle Pines, CO)
This prospect is seeking a home and auto bundle for an owner-occupied single-family home in Castle Pines with a requested effective date of August 15. The household includes four vehicles, creating an exceptional multiline opportunity. Existing home and auto policies have already been imported, allowing underwriting to begin immediately. The prospect’s current annual premium is […]