Holly Osa – Home & Auto (Castle Pines, CO)
The prospect is looking to update existing homeowners coverage and bundle it with auto insurance in an effort to reduce overall insurance costs. The prospect was directly qualified over the phone, has active homeowners and auto coverage in place, has not reported any claims within the past five years, and is actively shopping for savings. […]
Brendan McDonald – Homeowners Insurance (Castle Pines, CO)
The prospect is seeking homeowners insurance with the primary objective of reducing the current Allstate premium, which has increased from approximately $4,800 to $5,500 annually. The prospect contacted our office after experiencing significant rate increases and is motivated to secure more affordable coverage while maintaining adequate protection. The prospect has expressed interest in exploring bundling […]
Pamela Lackey – Homeowners & Auto (Castle Pines, CO)
The prospect is seeking homeowners insurance coverage for an owner-occupied primary residence in The Canyons community of Castle Pines. They are actively shopping for alternatives after experiencing substantial rate increases over the past two years and are primarily focused on finding more affordable coverage. The prospect initially requested a homeowners estimate and may explore bundling […]
James Boswell (homeowners)
Homeowners prospect in the Kings Crossing subdivision of Castle Pines North. The prospect is looking to review and potentially replace existing homeowners coverage. Current homeowners policy documents have been imported for review. The existing annual homeowners premium is $8,351 with approximately $779,700 in dwelling coverage (price likely increasing at renewal) This appears to be a […]
Jason Parker
Prospect is looking to insure his airplane. Name, number and email provided.
Sarah Taub – Home & Auto (Castle Pines, CO)
The prospect is seeking bundled home and auto insurance coverage for an owner-occupied primary residence in the Castle Pines North / Knightsbridge area and is currently in the process of purchasing the home. This is a clean bundled opportunity with clear home and auto intent. The home reflects favorable update history with plumbing and water […]
Caleb Avecilla – Commercial General Liability (Castle Pines, CO)
The prospect is seeking general liability insurance coverage for a startup youth sports performance and personal training business operating in Colorado with business activities conducted primarily in public parks and mobile training environments. The prospect does not currently maintain an active commercial insurance policy and is seeking guidance regarding appropriate liability limits, recommended coverage structure […]
Rahul Kumar – Homeowners Insurance (Castle Pines, CO)
The prospect is seeking homeowners insurance coverage for a primary residence townhome purchase in Castle Pines, Colorado and confirmed he is currently under contract to close on the property. The opportunity appears tied to an active home purchase involving a newer residential property with good overall placement potential. The property appears to be a 2020-built […]
Patrick Ferguson – Home, Auto, RV & Umbrella Insurance (Castle Pines, CO)
The prospect is seeking bundled home, auto, RV and umbrella coverage with the goal of replacing an existing policy due to rising premiums. The existing Allstate homeowners policy is approximately $5,380 annually and has been imported, allowing for a clear comparison. Auto, umbrella and RV policy amounts are not yet confirmed. The prospect has obtained […]
Andrew Davis – Homeowners (Castle Pines, CO)
The prospect is seeking homeowners insurance for a home they are actively purchasing, with the goal of putting coverage in place for a primary residence by May 13, 2026. This appears to be a clean new-purchase opportunity with clear intent to move forward and a defined timeline, indicating strong likelihood to bind. The property appears […]