Rachael Young – Home Buyer (Castle Rock, CO)
Prospect is purchasing a home in the Founders Village neighborhood of Castle Rock and is interested in a home and auto bundle. After an outbound conversation, the prospect confirmed they are willing to bundle if the pricing is competitive and has already provided the information needed to begin quoting. The only competing homeowners quote was […]
Donna Hoagland – Home & Auto Bundle (Castle Rock, CO)
Prospect is under contract to purchase a primary residence in The Meadows neighborhood of Castle Rock with a scheduled closing date of August 21, 2026. They are seeking a home and auto bundle, were directly qualified by phone, and later confirmed by SMS that they want to proceed with a bundled quote. Their existing homeowners […]
Terry Luchi – Home, Auto & Umbrella (Castle Rock, CO)
Prospect is requesting a home, auto and umbrella bundle for a primary residence in The Meadows neighborhood of Castle Rock. They are relocating to Colorado, closing on the home around August 24, and are looking for a reputable carrier offering strong bundled pricing and coverage. Existing auto policies have been provided along w/ all insured […]
Jeremiah Johnson – Home, Auto & Umbrella (Castle Rock, CO)
Prospect is seeking a homeowners, auto and umbrella bundle for their primary residence in The Meadows neighborhood of Castle Rock. Prospect was directly qualified and is looking to reduce overall insurance costs while maintaining high coverage limits with higher deductibles. Existing home, auto and umbrella policies have been successfully imported, and the current combined annual […]
David Schwartz – Home, Auto & Umbrella (Castle Rock, CO)
This is a well-qualified new home construction opportunity for a primary residence in the Crystal Valley Summit neighborhood of Castle Rock. The prospect is purchasing a luxury Toll Brothers home that is currently under construction with completion expected in November 2026. The prospect is requesting home, auto and umbrella insurance quotes. Existing auto and umbrella […]
Jessie Reese – Home & Auto bundle (Castle Rock, CO)
This is a well-qualified homeowners insurance opportunity for a primary residence currently under contract in the Crystal Valley Ranch neighborhood of Castle Rock. The prospect was directly qualified and successfully upsold from a standalone homeowners inquiry to also explore a home and auto bundle for comparison. An existing homeowners quote of approximately $3,650 per year […]
Jon DeLorenzo – Home & Auto (La Junta, CO)
This is a directly qualified homeowners insurance opportunity for a primary residence in La Junta. The prospect is seeking to replace an existing homeowners policy after experiencing continued premium increases and running into underwriting issues with another carrier due to the property’s agricultural zoning. Although the property is zoned agricultural, it is used only as […]
Zachary Nau – Home & Auto (Castle Pines, CO)
This is a strong homeowners and auto bundle opportunity that was directly qualified by phone. The prospect is actively shopping due to repeated premium increases, poor communication from the current agency, and a recent lapse in auto insurance after the renewal was not communicated. Screenshots of existing policy declarations have been provided, along with all […]
Daniel Riggs – Commercial Liability (Thornton, CO)
This is a commercial insurance opportunity for a Colorado-based corporate wellness business seeking to replace existing General Liability and Professional Liability coverage before the September 2026 renewal. The business provides on-site corporate wellness and fitness programs using the owners along with independent contractor trainers. Current combined premium is approximately $4,720 per year, and the prospect […]
James Hunter – Home & Auto (Golden, CO)
Home and auto bundle prospect in the Golden foothills seeking replacement coverage at renewal for a primary residence located in an elevated wildfire risk area. The prospect currently has coverage with a standard market carrier and is not being non-renewed (this not an E&S placement). Prospect is shopping due to a substantial premium increase. He […]