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 […]
Scott Leithem – RV (Elbert, CO)
The prospect is seeking insurance coverage for a 1991 Blue Bird school bus that is being converted and titled as an RV. Coverage is needed immediately to complete the titling process, creating a time-sensitive opportunity. The prospect provided complete contact information, full date of birth information, spouse name and spouse date of birth, demonstrating strong […]
Donald Laws – Home & Auto Bundle (Larkspur, CO)
The prospect is seeking bundled home, auto and RV insurance coverage for an owner-occupied primary residence in Larkspur, Colorado with a requested effective date of June 20, 2026. The prospect is looking to lower costs. No competing quotes from other agents were indicated during intake. The risk profile reflects a long-term owner-occupied property with an […]
Shawn Repsher – Personal Lines (Allentown, PA)
The prospect is seeking a new standalone RV camper insurance policy for a camper located and primarily garaged in Pennsylvania. This is a straightforward new policy request with no competing brokers, active quote shopping or bundling interest indicated during the intake process. The prospect specifically stated they are only looking for RV camper insurance coverage […]
Brittany Hoag – Homeowners and RV Insurance (Castle Rock, CO)
The prospect is seeking homeowners and RV insurance coverage with the primary objective of lowering current insurance costs while maintaining strong coverage. This is a replacement scenario with no competing agents noted and a clear intent to move forward for better overall value. The prospect has already imported existing policies for review, and the current […]
RICHARD VAP – Homeowners, Auto & Umbrella (Castle Rock, CO)
The prospect is seeking bundled homeowners, auto and excess umbrella insurance coverage with the primary objective of reviewing and potentially improving their current insurance program after several years without remarketing. The request includes coverage for a primary residence, a separate rental property, multiple vehicles and a motorhome, indicating a comprehensive multi-policy opportunity with clear intent […]
Eirika Brown – Home, Auto & Motorcycle Bundle (Sedalia, CO)
he prospect is seeking bundled homeowners, auto and motorcycle insurance coverage with the objective of securing comprehensive protection across multiple policies under one carrier. The prospect prefers to speak directly with an agent rather than uploading documents and is requesting a quote for homeowners insurance along with coverage for four vehicles, four motorcycles and a […]
Heather Lietz – (Grand Junction, CO)
This prospect is seeking a bundled home, auto and RV insurance package for a primary residence in Collbran, Colorado. The home features a metal roof installed in 2011 along with solar panels, and includes a second driver and RV exposure as part of the overall risk profile. The property appears to be owner-occupied with standard […]