Ricardo Jaime Flores – Standalone Homeowners (Calhan, CO)
The prospect is looking to replace an existing homeowners policy for their primary residence in the Calhan area. Their current homeowners premium is increasing from approximately $2,400 to $3,371.48 at the 08/08/2026 renewal, prompting them to shop for a new carrier. They confirmed there are no competing insurance agents involved, making this an exclusive opportunity. […]
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 […]
DIANE JAUCH – Auto & Renters (Englewood, CO)
This is a fully qualified personal lines opportunity for an auto renewal with a strong cross-sell opportunity for renters’ insurance. The prospect was directly verified over a phone call, is looking to replace an upcoming auto policy before renewal and is open to reviewing an auto and renters bundle if it provides better overall value. […]
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 […]
Michelle Currie – Home & Auto Bundle
This is a very high-value, mostly quote-ready personal lines opportunity for a luxury residence in The Village at Castle Pines. The custom home is approximately 7,193 square feet of upscale living space, an estimated market value of approximately $2.67 million, and is complemented by a three-vehicle luxury auto household. The account presents an excellent opportunity […]
Dejun Kong – Homeowners (CO)
This prospect owns a newer home in the Canyons neighborhood of Castle Pines and is seeking homeowners coverage with a requested effective date of July 20, 2026. The prospect is currently paying $3,623 annually for homeowners insurance and is looking to improve both pricing and overall coverage. They also indicated plans to relocate outside the […]
Aaron Bakken – Home (Castle Pines, CO)
This is a fully qualified homeowners prospect for a new home purchase in the Buffalo Ridge neighborhood of Castle Pines. The insured is under contract with a July 10, 2026, closing date and is seeking coverage for a luxury home valued at approximately $1.7 million. The home features a composite roof that was replaced in […]
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 […]
David Jacob – Home Auto & Umbrella (Castle Rock, CO)
This is a mostly quote ready home, auto and umbrella bundle opportunity in The Meadows. The prospect was extensively qualified through direct SMS communication, all existing policies have been provided, and all insured DOBs and driver’s license numbers have been collected. The prospect is looking to replace their current home, auto and umbrella coverage after […]
Edward Baron – Home & Auto (Colorado Springs, CO)
The prospect is seeking homeowners insurance for a primary residence purchase in the Black Forest area of Colorado Springs and is also interested in bundling auto coverage. This is a high-value insurance opportunity with significant premium potential. While the property may present some E&S placement challenges due to wildfire exposure, the prospect is highly motivated […]