William Clark
The prospect is seeking a Colorado multi-auto insurance quote and appears to be looking at replacing an existing personal auto policy. The prospect left their name and contact information but dropped during the intake process before completing all qualification questions. Despite the incomplete intake, they successfully imported their existing auto insurance policy documents, providing strong […]
Lawrence Lutz – Home & Auto Bundle (Larkspur, CO)
The prospect is seeking homeowners insurance for a primary residence in the Perry Park area of Larkspur and is also willing to bundle auto coverage to meet carrier underwriting requirements for the property’s wildfire exposure. Detailed underwriting information was collected including the primary insured’s full date of birth and driver’s license, the spouse’s full date […]
Kimbra Seniw – Multi-Bundle [Castle Rock, CO]
The prospect is seeking a comprehensive personal insurance review for a primary residence in the Founders Village area of Castle Rock and is interested in consolidating multiple personal insurance policies, including homeowners, auto, personal articles, RV and umbrella coverage. The opportunity was directly qualified through the web intake, with full date of birth and driver’s […]
Ann McCloskey – Home Auto & Umbrella (Castle Rock, CO)
The prospect is seeking replacement quotes for a multi-property (two homes), multi-auto (three vehicles) and umbrella insurance package ahead of the August 1 renewal. The opportunity was extensively qualified through SMS and email, and all insured dates of birth, driver’s license information, and existing policy documents have been provided, making this a mostly quote-ready opportunity […]
Nicole Dragoi – Auto (Elizabeth, CO)
The prospect is seeking coverage for a multi-vehicle household and is primarily shopping for auto insurance with a strong focus on maximizing coverage while lowering overall insurance costs. Full date of birth and driver’s license information was provided for both drivers, along with vehicle details, allowing agents to quickly begin the quoting process. No competing […]
Nicole DeRoche – Multi Auto Insurance (Castle Rock, CO)
The prospect is seeking auto insurance coverage for a multi-vehicle household who has potential for home & auto bundle as well. The prospect resides in The Meadows area of Castle Rock and has imported both existing personal auto and commercial auto policies for quoting review. Current combined insurance premiums are approximately $10,232 annually across the […]
Cory Strickler – Home, Auto, Life & Personal Articles Bundle (Castle Rock)
The prospect is under contract to purchase a primary residence in the Crystal Valley Ranch area of Castle Rock and is seeking homeowners, auto, life, personal articles, and landlord insurance coverage. The closing date is scheduled for July 15, 2026. The Castle Rock home features a newer 2023 asphalt shingle roof and will serve as […]
David Baysinger – Home & Auto (Sedalia, CO)
This prospect originally submitted a web form requesting an auto insurance quote but also left notes indicating they would like a home and auto bundle quote. The prospect owns a residence in the Madge Gulch area of Sedalia, a rural acreage community west of Castle Rock known for larger parcels, custom homes, and private foothills […]
Pavel Bergman – Home & Auto Insurance (Castle Pines, CO)
The prospect is seeking auto insurance coverage for two vehicles for a household in Castle Pines. The primary motivation for shopping is to reduce insurance costs following a recent marriage and consolidate coverage for the household. Coverage requested to begin by June 7. No competing agents were indicated during intake. The risk profile reflects a […]
Brandy Turner (auto insurance)
The prospect is seeking auto insurance coverage for multiple vehicles and is shopping around for the first time to compare rates and service options. The prospect contacted our office through Google My Business and provided complete contact information and vehicle details for a comprehensive auto insurance quote. The prospect maintains existing auto insurance coverage and […]