Charles Williams – Home, Auto & Umbrella (Castle Rock, CO)
The prospect is seeking bundled home, auto and possible umbrella insurance coverage for an owner-occupied residence in The Meadows area of Castle Rock. The primary reason for shopping is premium savings after the current policy reportedly increased by approximately 14%. The current policy renews June 19, 2026. The prospect was directly qualified through a return […]
Alex McGuire – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage for an owner-occupied primary residence in the Founders Village area of Castle Rock and is currently under contract to purchase the property with a requested July 1 policy start date. The intake reflects a motivated inbound buyer actively preparing for closing with no indication of competing agent involvement […]
Kristine Banks – Home & Auto Insurance (Monument, CO)
The prospect is seeking bundled homeowners and auto insurance with the primary goal of replacing their existing Safeco coverage while improving overall pricing and protection. They have already provided their current policies and are highly engaged, indicating strong intent to move forward, though they have received a competing quote from one other agent. The risk […]
Christina Arsenault – Homeowners & Auto Insurance (Franktown, CO)
The prospect is seeking homeowners insurance coverage with a strong focus on wildfire protection, primarily driven by dissatisfaction with their current agent rather than any non-renewal situation. They are currently insured with a standard carrier and are proactively exploring better service and guidance, indicating strong intent and good premium potential. The property is an owner-occupied […]
Andrew Stevens – Handyman Business (Castle Rock, CO)
This is an aged prospect that contacted CRI back on July 5th, 2025 looking for general liability insurance for a handyman business. Prospect went un-responded and has been recycled.