Tyler Fielding – Auto insurance (Castle Rock, CO)
Castle Rock household seeking standalone auto coverage for one vehicle and two listed drivers. The prospect currently has active auto insurance and is looking for a more competitive rate while maintaining comparable coverage. A screenshot of the existing policy has been imported for review. All insured DOBs, driver’s license information and vehicle VIN have been […]
Grant Dwernychuk – Commercial – (Castle Rock, CO)
Established stone and masonry supply distributor serving the Colorado market since 2006 with approximately $7 million in reported annual revenue. The prospect is seeking a commercial insurance package that includes general liability, coverage for the owned commercial property and its contents, and commercial auto coverage for five vehicles primarily used for product deliveries. The business […]
Jovica Maricic – Maricic Service Group (Castle Rock, CO)
This is a newly established commercial maintenance and repair operation serving Castle Rock and surrounding areas. Services include commercial maintenance and repair, preventive maintenance, equipment repair and facility maintenance for businesses, restaurants, property managers and apartment communities. The prospect is seeking his first commercial insurance policy for the new business. General liability is the primary […]
Alex Critcher – Home & Auto (Castle Rock, CO)
This is a home and auto bundle opportunity for an existing homeowner in the Bella Mesa neighborhood of Castle Rock. The prospect is looking to replace current coverage and insure a 2022 Chevrolet Tahoe while also exploring homeowners coverage as part of the bundle. Bella Mesa is confirmed as the subdivision for properties along N […]
Jacqueline Hooper – Commercial (Castle Rock, CO)
This is an established commercial insurance opportunity for an organizational development consulting and executive coaching practice in Castle Rock. The prospect is seeking general liability and professional liability coverage for primarily remote consulting and coaching services. The business currently has commercial insurance in place, does not use subcontractors and performs most work remotely rather than […]
William Danos – Home & Auto (Castle Rock, CO)
This is a home and auto bundle opportunity in Castle Rock for a primary residence and two vehicles. The home has an approximately 8-year-old asphalt shingle roof. The prospect was directly qualified and indicated there are no competing agents. The prospect is currently insured with Farmers but is frustrated with his current agent due to […]
Nicole Pena (Landlord Liability) Castle Rock, CO
This is a landlord insurance opportunity for a newer rental property in the Terrain neighborhood of Castle Rock. The prospect is converting the property from an owner-occupied homeowners exposure to a tenant-occupied rental and is looking for strong coverage at a competitive price. Existing policies have been imported, giving the quoting agent detailed current coverage […]
Nancy Gord – Homeowners Insurance (Castle Rock, CO)
This is a homeowners insurance opportunity involving two prospective home purchases in Castle Rock. The prospect is considering homes in The Meadows and Crystal Valley Ranch and is preparing to place a bid. All insured DOB / DL information has been provided, making the household substantially quote-ready. The Meadows property is confirmed within the Meadows […]
Stephen Streeter – Home Auto & Umbrella (Castle Rock, CO)
This is a fully quote-ready home, auto and umbrella replacement opportunity for an owner-occupied single-family home in Bell Mountain Ranch, Castle Rock. The home has a 2020 asphalt shingle roof, a fully finished basement and protective features including working smoke detectors and home security cameras/monitoring. All existing policies have been imported and the requested effective […]
Ronald McCune – Home & Auto (CO)
This is a home + auto insurance opportunity for an existing homeowner in the Cobblestone area of Castle Rock. The property is a 2018-built single-family home with a two-year-old Class 4 roof and an unfinished basement. The prospect currently has both homeowners and auto insurance and is shopping primarily to save money. Castle Rock Insurance […]