Edward Kane – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking homeowners and auto insurance coverage for a newly purchased owner-occupied single-family home in the Crystal Valley Ranch area of Castle Rock, with coverage needed to align with the June 5, 2026 closing date. This is a relocation-driven purchase opportunity with no current homeowners policy in place for the new residence. The […]
Jeffrey Sperber – Home, Auto & Umbrella Insurance (Castle Rock, CO)
The prospect is seeking home, auto and umbrella insurance coverage with the primary objective of securing more competitive pricing ahead of an upcoming renewal. This is a clean replacement opportunity for a well-qualified risk located in Castle Pines Village, currently insured with Berkley One. The prospect is actively evaluating multiple quote structures including bundled and […]
Dan Romanek – Home & Auto (Denver, CO)
Prospect called in asking for home & auto. Provided name but dropped. Likely in Castle Rock.
Paul & Linda Blanding – Home & Auto (Castle Rock, CO)
The prospect is seeking a home and auto insurance bundle with the goal of lowering overall cost while maintaining strong coverage. This is a high-value replacement opportunity for a Castle Rock homeowner in The Village at Castle Pines. The prospect has imported their existing PURE policies, showing a current total premium of approximately $16,423, providing […]
Lawrence Brake – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking home and auto insurance with the goal of lowering overall cost while maintaining strong coverage. This is a clean replacement opportunity for a Castle Rock homeowner in the Mountain View neighborhood. No competing agents were indicated, and the prospect appears engaged and ready to move forward, making this a straightforward quoting […]
Michael Starzer – Home, Auto, Landlord & Umbrella (Castle Rock / Glenwood Springs, CO)
The prospect is seeking a full rewrite of an existing multi-policy State Farm account with a requested start date of 6/1/2026. The main goal is to improve coverage while also exploring potential cost savings. This is a high value bundled opportunity that includes three homes, one rental property, three autos and a $5M umbrella policy. […]
Dusti Mogren – Home, Auto & Landlord (Castle Rock, CO)
The prospect is seeking home, auto, and landlord insurance coverage with the primary objective of restructuring their current policies and increasing liability limits across all exposures. This is a strong bundle opportunity centered around a primary residence in Castle Rock, paired with a rental property in Gunnison and a vehicle policy for a household member. […]
Brian Codding – Umbrella Insurance (Castle Rock, CO)
The prospect is seeking umbrella insurance coverage with the primary objective of securing new liability protection across multiple properties. This is a new purchase scenario with no existing umbrella policy currently in place, and the prospect is looking to complement existing home and auto coverage with a $1,000,000 umbrella limit. The prospect provided basic intake […]
Rod Haselhorst – Home, Auto & Umbrella (Castle Rock, CO)
The prospect is seeking bundled home, auto and umbrella insurance coverage with the primary objective of replacing existing Allstate policies and reviewing better overall options. Full existing Allstate policies have been imported, giving the agent strong visibility into the current account structure, premiums and coverage setup. Current combined premium spend appears to exceed approximately $14,000 […]
Stan Allen – Home, Auto & Umbrella Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance for a new home purchase with the primary objective of replacing their existing State Farm coverage and securing a more competitive overall insurance package. In addition to homeowners coverage, the prospect is also seeking a $2M umbrella policy and is open to bundling auto insurance if needed for eligibility […]