Timothy Johnson – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied single-family home located in The Meadows area of Castle Rock, Colorado. The primary motivation for shopping is rising insurance costs tied to the current mortgage payment and escrow increases, with the prospect looking for potential savings while reviewing bundled home and auto […]
Nathan Muhr – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied single-family residence in Castle Rock, Colorado within the Crystal Valley area. The prospect confirmed he is relocating from Wisconsin and is currently under contract to purchase the home, creating a time-sensitive bundled insurance opportunity tied to the upcoming move and closing process. […]
Daniel Smyser – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a newer owner-occupied primary residence located in the Crystal Valley area of Castle Rock, Colorado. The inquiry reflects a well-qualified bundled personal lines opportunity with the prospect confirming the home is already owned and occupied as a primary residence. The property presents a strong […]
Moksuda McKeithan – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied single-family residence located in the Crystal Valley area of Castle Rock, Colorado with a requested effective date of May 25, 2026. The household is currently insured with American Family at approximately $15,582 annually and appears motivated to explore competitive replacement options following […]
Howard Dickman – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking homeowners and potential auto bundle coverage for a home purchase in Castle Rock, Colorado with a requested effective date of June 1, 2026. This was a directly qualified phone prospect who specifically searched for an independent agency in the Castle Rock area. The prospect is primarily focused on securing strong homeowners […]
Robert Romaniak – Commercial (Castle Rock, CO)
The prospect is seeking general liability coverage for a home-based business that manufactures and sells wood-fired hot tub coils. Primary concern is liability protection in the event a customer is injured using the product. This is a startup operation with approximately $50,000 in estimated annual revenue and no prior commercial insurance history. The prospect provided […]
Bryen Turco – Home & Auto (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a new construction primary residence purchase in Castle Rock’s Macanta neighborhood, with an approximate closing date of July 15, 2026. The primary objective is securing comprehensive coverage while reducing overall insurance costs through a home and auto bundle. The prospect completed a detailed phone […]
Amber Tripp – Homeowners & Auto Insurance (Castle Rock, CO)
The prospect is seeking replacement homeowners and auto insurance coverage for an owner-occupied primary residence in Castle Rock neighborhood The Meadows, with a requested effective date of June 1, 2026. The primary objective is reducing current insurance costs while maintaining strong coverage across both home and auto policies. No competing insurance quotes or agents were […]
Thomas Calhoun – Home & Auto Bundle (Castle Rock, Colorado)
The prospect is seeking replacement homeowners and auto insurance coverage for an owner-occupied residence located in The Meadows area of Castle Rock with the primary objective of securing more competitive pricing ahead of the upcoming June 3rd renewal. This is a competitive but well-qualified home and auto bundle opportunity involving a local Castle Rock real […]
Steven Vassar – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking replacement homeowners and auto insurance coverage for an owner-occupied single-family home in Castle Rock with clear intent to bundle both policies for improved overall pricing. Existing home and auto policies are currently active, and the prospect is engaged and responsive throughout the intake process. No cancellation or non-renewal concerns were reported. […]