Jeff Borgeson – Home / Auto Bundle (Castle Pines, CO)
The prospect is seeking bundled homeowners and auto insurance coverage with the primary objective of securing coverage for an upcoming home purchase while replacing their existing auto policy. The prospect was directly qualified via phone call and imported their existing Amica policies, demonstrating strong engagement and data completeness. They have a clear timeline tied to […]
Cole Martin – Commercial Auto Insurance (Castle Pines, CO)
The prospect is seeking commercial auto insurance coverage for a landscaping business with the objective of securing a new policy by the requested effective date. This represents the first time the prospect has shopped for commercial auto coverage, with no competing agents currently involved. The business operates as a landscaping service with standard operational exposure […]