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 […]
Tonya Hecht – Home Auto & Umbrella (Colorado Springs)
This prospect was directly qualified and is seeking a home, auto, and umbrella bundle for an owner-occupied single-family home in the Garden Ranch area of Colorado Springs. Their existing insurance policy is being non-renewed effective August 6, 2026, and they are looking to have replacement coverage in place by that date, creating an immediate quoting […]
Douglas Baker – Home, Auto & Motorcycle Bundle (Denver, CO)
This is a well-qualified personal lines bundle opportunity for a primary residence in Denver’s Harvey Park neighborhood. The prospect is seeking home, auto, motorcycle and possible umbrella coverage with a requested effective date of 08/01/2026. The prospect imported their existing insurance policies, providing excellent underwriting visibility, and is currently paying approximately $5,313 annually across their […]
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 […]
Balu Natarajan – Commercial Landlord Property (Aurora, CO)
The prospect is seeking landlord liability insurance for an existing rental property after initially calling the agency but disconnecting before completing the intake. The prospect was subsequently qualified through SMS and email follow-up, responded with the requested information and provided existing landlord policy documents for review, making this a substantially qualified replacement opportunity. The property […]
Ann McCloskey – Home Auto & Umbrella (Castle Rock, CO)
The prospect is seeking replacement quotes for a multi-property (two homes), multi-auto (three vehicles) and umbrella insurance package ahead of the August 1 renewal. The opportunity was extensively qualified through SMS and email, and all insured dates of birth, driver’s license information, and existing policy documents have been provided, making this a mostly quote-ready opportunity […]
John Matasich – Home (Larkspur, CO)
The prospect is seeking a homeowners and auto bundle for an owner-occupied primary residence in Larkspur and is primarily motivated by reducing insurance costs. After the initial web intake, the prospect was further qualified via SMS, was highly responsive throughout the conversation and specifically requested a bundled quote. Full DOB and driver’s license information have […]
Cheyenne Watson – Investor Portfolio (Parker, CO)
Well-qualified home & auto & landlord portfolio opportunity qualified over email. The prospect provided their driver’s license, date of birth, and all existing policy documents, which have been imported into the portal, making this a mostly quote-ready opportunity with minimal follow-up required. Current portfolio includes one owner-occupied home, three rental properties, and an auto policy […]