Larry Bass – Home, Auto & Rental (Highlands Ranch, CO)
The prospect is seeking homeowners, auto and landlord insurance coverage and was directly qualified over the phone. The opportunity includes an owner-occupied single-family home in the Highlands Ranch area, two personal vehicles and an additional rental property, creating a strong multi-policy bundling opportunity. The prospect requested coverage to begin immediately and prefers to be contacted […]
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 […]
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 […]
Jeffrey Muench – Secondary Market
Prospect called about insuring properties in Vail. Caller ID name provided and phone number.