Nicholas Jackson – Bundle (Castle Rock, CO)
The prospect is seeking homeowners insurance for a primary residence in the Castle Pines area of Castle Rock and was directly qualified via phone call. The prospect is replacing an existing homeowners policy and expressed interest in reviewing both home and auto insurance options to determine whether a bundle could provide additional value. The home […]
Pamela Farone – Home, Auto, Umbrella (Castle Pines, CO)
The prospect is seeking a home, auto and umbrella insurance package for an owner-occupied primary residence in the Castle Pines North area of Castle Pines. Asset protection is a primary concern for the household, with the prospect specifically maintaining a current $4 million personal umbrella policy. This is a highly attractive bundled personal lines opportunity […]
Zachary Idris – Home (Castle Rock, CO)
The prospect is seeking homeowners insurance for a primary residence purchase in The Meadows area of Castle Rock. The prospect is under contract and scheduled to close on 08/04/2026. Contact information, date of birth and detailed property information were provided through the web form, and the prospect was also contacted via SMS text follow-up. This […]
Venkata Chunduri – Home & Auto (CO)
The prospect is seeking quotes for a home, auto and umbrella insurance package covering a primary residence in the Providence Center neighborhood of Highlands Ranch. The prospect was directly qualified through SMS and email correspondence and provided complete homeowners, auto and personal umbrella policy declarations for review. The household includes three vehicles, a recently replaced […]
Welsey To – Homeowners (Castle Rock, CO)
The prospect is seeking homeowners insurance for a newly purchased home in The Meadows area of Castle Rock. The home will be owner-occupied as a primary residence and the prospect is currently under contract with a July 2, 2026 closing date, creating an immediate need for coverage. The property features a 2019 asphalt shingle roof, […]