The prospect is seeking bundled homeowners and auto insurance coverage for a new construction primary residence purchase in Castle Rock’s Macanta neighborhood, with an approximate closing date of July 15, 2026. The primary objective is securing comprehensive coverage while reducing overall insurance costs through a home and auto bundle. The prospect completed a detailed phone qualification and imported existing GEICO auto insurance policies for quoting purposes. No competing insurance agents or were indicated, creating a strong exclusive bundle opportunity with a requested effective date of June 30, 2026.
The risk profile reflects an owner-occupied single-family home with a brand-new architectural shingle roof, unfinished basement and no reported claims within the past five years. The prospect specifically requested $500,000 homeowners liability coverage, sewer/water backup protection and a 1% roof deductible structure. Full DOB / DL information were provided during intake, and the prospect was highly responsive and straightforward throughout the qualification process.
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