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. […]
Joseph Saunders – Home & Auto (Castle Rock, CO)
The prospect called requesting bundled homeowners and auto insurance quotes for a primary residence in The Meadows neighborhood of Castle Rock. The property is located in one of the area’s most established master-planned communities, offering a strong opportunity for a multi-policy household review. The prospect confirmed there is an active homeowners policy in force and […]
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 […]
Samuel Vroom – Auto (Castle Rock, CO)
The prospect is seeking a standalone auto insurance quote for a 2010 Chevrolet Camaro that is driven infrequently and primarily stored in a garage. The primary goal is to reduce insurance costs, and the prospect requested to speak with a licensed agent to discuss coverage options. The prospect provided contact information, home address and Colorado […]
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 […]
Constance Tontasch – Home & Auto Bundle (Louisville, CO)
The prospect is seeking a homeowners and auto insurance bundle for their owner-occupied single-family home in the Louisville area and was directly qualified over the phone. They are looking for a new insurance provider because they are dissatisfied with their current broker’s responsiveness and want to work with a broker who provides better service and […]
Lee Breshears – Home & Auto (Castle Pines, CO)
This prospect was directly qualified over a phone call after originating through Castle Pines Insurance Brokers and is seeking both homeowners and auto insurance. The prospect indicated they are not satisfied with their current insurance provider, citing declining service and responsiveness following a change in ownership. Price was not the primary motivation for shopping. Instead, […]
Andrew Davis – Home & Auto (Castle Rock, CO)
This is a strong home and auto bundle opportunity in the Crystal Valley Ranch area of Castle Rock. The prospect is requesting a replacement quote for both homeowners and auto insurance and currently has coverage through different carriers for each policy. Existing policies are available for review, allowing for a comprehensive coverage comparison. The current […]
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. […]
Robert McPherson – Home & Auto (Colorado Springs, CO)
This is a fully qualified home and auto bundle opportunity for an owner-occupied primary residence in the Village Seven neighborhood of Colorado Springs with a requested effective date of August 1, 2026. The prospect is looking to bundle homeowners and auto insurance to reduce overall insurance costs. The home features an asphalt shingle roof that […]