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 […]

Dejun Kong – Homeowners (CO)

This prospect owns a newer home in the Canyons neighborhood of Castle Pines and is seeking homeowners coverage with a requested effective date of July 20, 2026. The prospect is currently paying $3,623 annually for homeowners insurance and is looking to improve both pricing and overall coverage. They also indicated plans to relocate outside the […]

Aaron Bakken – Home (Castle Pines, CO)

This is a fully qualified homeowners prospect for a new home purchase in the Buffalo Ridge neighborhood of Castle Pines. The insured is under contract with a July 10, 2026, closing date and is seeking coverage for a luxury home valued at approximately $1.7 million. The home features a composite roof that was replaced in […]

Letha Phillips – Homeowners (Castle Pines, CO)

The prospect is seeking a comprehensive home & auto bundle insurance for a primary residence purchase in the Amber Ridge neighborhood of Castle Pines and is interested in bundling homeowners and auto insurance. The prospect needs coverage placed on an expedited timeline with evidence of insurance required by tomorrow and is under contract with a […]

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 […]

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 […]

Adrian Deleon – Homeowners + Auto (Castle Pines, CO)

The prospect is relocating from Oregon to Colorado and is under contract to purchase an owner-occupied single-family home in The Canyons neighborhood of Castle Pines with a scheduled closing date of 06/30/2026. The prospect is seeking homeowners insurance for the new residence and is also interested in bundling auto coverage. Full existing insurance policies have […]

Diane Leitch – Home & Auto Insurance (Castle Pines, CO)

The prospect is seeking bundled homeowners and auto insurance coverage ahead of a July 22 renewal and is actively looking to reduce overall insurance costs while maintaining comparable protection.  The property is located in the Buffalo Ridge area of Castle Pines and represents a strong premium opportunity.  The prospect was directly qualified via phone call, […]

Pavel Bergman – Home & Auto Insurance (Castle Pines, CO)

The prospect is seeking auto insurance coverage for two vehicles for a household in Castle Pines.  The primary motivation for shopping is to reduce insurance costs following a recent marriage and consolidate coverage for the household. Coverage requested to begin by June 7. No competing agents were indicated during intake. The risk profile reflects a […]