Kristine Boyle – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking a home and auto insurance bundle for an owner-occupied primary residence in The Meadows neighborhood of Castle Rock. The prospect was directly qualified via SMS with concierge verification and is fully qualified with all named insureds’ dates of birth and driver’s license information collected. Full existing policies have been imported, no […]
John Altomari – Home & Auto Bundle (Castle Pines, CO)
The prospect was qualified via SMS text and follow-up email and is seeking a home and auto bundle quote for a primary residence in the Castle Pines community of Douglas County. Although only basic underwriting information has been provided so far through screenshots of the existing insurance policy, this appears to be a quality bundled […]
Cherrlyn Eller – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking a home and auto bundle quote for an owner-occupied single-family residence in the Founders Village area of Castle Rock. Initial qualification was completed through an inbound phone call and the prospect was further qualified over email. Existing home and auto coverage are currently in force, and the existing auto policy has […]
Rainna Bollinger – Home (Rangely, CO)
The prospect is seeking replacement homeowners insurance for a primary residence in the Rangely area and is actively shopping due to rising insurance costs. The prospect currently has homeowners coverage in force with an annual premium of approximately $3,341 and is looking for more competitive pricing. The prospect imported existing policy documents for review, providing […]
Charlotte Gonzales – Home (Parker, CO)
The prospect is seeking replacement homeowners coverage for a primary residence in the Hidden River area of Parker. Basic underwriting details have been provided including DOB, driver’s license information, spouse information and roof age. The property is a single-family home with an approximately 5-year-old roof, which should be viewed favorably by many carriers. An audio […]
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 […]
Mark Foky – Home, Auto & Umbrella (Divide, CO)
The prospect is seeking home, auto and umbrella insurance for a primary residence in the Broken Wheel Village / Highland Lakes area of Divide, Colorado. The household includes multiple vehicles and the prospect expressed interest in reviewing a bundled package to compare pricing and coverage options. Full existing policies were provided for review along with […]
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 […]