Michael Bariagaber – Commercial Insurance (Aurora, CO)
The prospect is seeking commercial auto, general liability and workers compensation coverage for a non-emergency medical transportation operation. The prospect currently has no commercial insurance in place and is seeking $1,000,000 in coverage as soon as possible. This is the prospect’s first time shopping for commercial auto coverage and no other broker is currently involved. […]
Kenneth Sipich – Auto + Umbrella Bundle (Aurora, CO)
This is an auto and umbrella opportunity for an Aurora, Colorado prospect who is looking to insure only himself and his 2023 Chevrolet Colorado Z71 4×4. His existing policies have been successfully imported and he specifically clarified that the new auto quote should exclude the other drivers and vehicles currently included on the household policy. […]
Gregory Martin – Commercial Liability (Aurora, CO)
Prospect called Castle Rock Insurance on 5/2/2025 seeking a commercial insurance quote for a low voltage cabling and telecommunications business. The business has been operating since 2014 and is primarily interested in general liability coverage for its operations. The intake call was completed successfully with a high-confidence lead score, indicating a qualified commercial opportunity. The […]
Tariq Affouri – Commercial Liability (Aurora, CO)
Prospect originally contacted Castle Rock Insurance on 5/1/2025 seeking a commercial insurance quote for the purchase of an existing hookah lounge in Aurora, Colorado. The business is a café serving hookahs and snacks, and the prospect requested business liability coverage with a preference for standard $1 million / $2 million liability limits. He expressed urgency, […]
Cindy Tran – Auto Insurance
This is a well-qualified personal auto opportunity for a driver in Aurora seeking a standalone auto policy. The prospect is looking to transition from a parents’ policy to an individual policy and is seeking guidance on selecting the right level of coverage. Coverage is requested to begin August 12, 2026. All insured information, including DOB […]
Alan & Oscar Almeida (Health & Dental Insurance)
The prospect is seeking an individual health insurance plan, while another household member is interested in dental insurance coverage. There is also interest in reviewing health insurance options for an additional household, creating the potential for multiple health and dental insurance policies. The prospect has already been informed about the quoting process and appears prepared […]
Hope Belloni – Condo + Auto (Aurora, CO)
This prospect is seeking an auto and condominium insurance bundle for an owner-occupied condo in Aurora’s City Center North neighborhood. The property is a 2-bedroom, 2-bath condominium built in 1982, creating a solid personal lines multiline opportunity. The opportunity provides the insured’s date of birth, driver’s license, vehicle information, email address, and contact preferences collected. […]
Tania Renova – Commercial
The prospect is seeking commercial insurance for a Colorado roofing contractor and is requesting General Liability, Workers Compensation and Commercial Builders Risk coverage. The business is an LLC based in Aurora with the mailing address matching the business address. The business performs roofing installation services and has employees. The prospect provided complete contact information along […]
Olivia Johnson – Standalone Auto (CO)
The prospect is seeking auto insurance for a personal vehicle in Aurora and is looking to replace their current quoting options with a more affordable policy. The prospect recently relocated to Colorado and believes previous quotes have been inflated due to the area’s insurance market despite the vehicle being kept in a secure, enclosed apartment […]
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 […]