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 […]
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 […]
Jacob “Jake” Frame – Landlord Insurance (Colorado Springs, CO)
The prospect contacted Castle Rock Insurance seeking landlord insurance for a rental portfolio and is primarily motivated by finding a better price. He owns a total of seven rental properties and began the quoting process by providing details for the first location. The property is a single-family rental, currently tenant-occupied, and self-managed by the prospect. […]