Clayton Davey – Commercial (CO)
Prospect filled out partial web form asking for commercial insurance. Name, phone number & email provided. Prospect is likely in the Castle Rock area (not confirmed).
Brittany Hoag – Homeowners and RV Insurance (Castle Rock, CO)
The prospect is seeking homeowners and RV insurance coverage with the primary objective of lowering current insurance costs while maintaining strong coverage. This is a replacement scenario with no competing agents noted and a clear intent to move forward for better overall value. The prospect has already imported existing policies for review, and the current […]
Michael Foster – Home, Auto, Motorcycle & Umbrella (Castle Rock, CO)
The prospect is seeking bundled home, auto, motorcycle and umbrella insurance coverage with the primary goal of replacing an existing program due to a premium increase. All existing policies have been fully imported, showing a combined annual premium of approximately $6,505, giving agents full visibility into current pricing, drivers and vehicle exposures. No competing agents […]
Erica Blackburn – Home & Auto (Castle Rock, CO)
Caller asked for home & auto but dropped.
Catherine Morales – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied home in Castle Rock’s Crystal Valley Ranch neighborhood, with the primary goal of lowering premium costs while keeping solid coverage in place. This is a strong replacement opportunity with full household details collected through a phone conversation, including DOB, driver’s license and […]
Gavin Grant – Commercial (Castle Rock, CO)
The prospect is seeking commercial umbrella coverage alongside general liability and workers compensation, with the primary objective of replacing an existing policy to improve service quality and streamline certificate handling for project-specific requirements. No competing agents were indicated, and the prospect is ready to move forward with the right setup. The risk reflects a small […]
Daniel Callahan – Home & Auto (Castle Rock, CO)
The prospect is seeking homeowners and auto insurance with the goal of securing a bundled policy tied to an upcoming home purchase and relocation. Closing is set for May 7, 2026, creating a clear timeline and strong intent to bind. The property is located in Crystal Valley Ranch in Castle Rock. They imported their existing […]
Stephen Stanton – Home, Auto & Umbrella (Castle Rock, Colorado)
The prospect is looking to replace their current home and auto insurance due to a significant premium increase, with a target effective date of May 30. They obtained a basic quote through Amica but were not pleased with the pricing, and remain motivated to move forward if a more competitive bundled option is presented. No […]
Hunter Hawkins – Auto Insurance (Castle Rock, CO)
The prospect is seeking auto insurance coverage with the primary objective of securing a new policy for a recently purchased vehicle. The request is time-sensitive, driven by the immediate need for coverage following the purchase, and reflects strong intent to bind quickly. The prospect confirmed this is the first broker they have contacted, with no […]
Diana Leavy – Homeowners (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of securing a new policy for a primary residence that is currently under contract, with a closing date of April 23. The request is time-sensitive, indicating strong intent to bind coverage prior to closing. The prospect confirmed the property is located in a moderate […]