Jason Breed – Commercial Property Insurance (Castle Rock, CO)
The prospect is seeking commercial property insurance with the primary objective of securing coverage for a wellness clinic relocating into a new leased space, with a targeted effective date aligned to the lease commencement. This is a new policy request with no prior commercial coverage in place, and the prospect has demonstrated strong intent by […]
Charlene Burwell – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of replacing an existing policy to reduce rising premium costs, with their current home and auto bundle totaling approximately $8,571 annually. The prospect initially requested standalone homeowners coverage but is proactively shopping ahead of a May 6 effective date and appears open to bundling […]
Phillip Bicker – Homeowners & Landlord (Castle Rock, CO)
The prospect is seeking a landlord insurance policy for a newly purchased single-family home, with the primary objective of securing coverage prior to closing and comparing pricing against an existing carrier. The property is under contract with a targeted closing date on the 5th of next month, and the prospect plans to complete light updates […]
Stephan DuPont – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage with the primary objective of reducing overall premium costs across all policies. This is a high value home and auto prospect with substantial existing premium volume totaling approximately $24,000 annually. The prospect is currently insured with Allstate for homeowners and GEICO for auto and motorcycle […]
Jason Garcia – Auto (Castle Rock, CO)
The prospect is seeking auto insurance with the primary objective of securing coverage for a recreational vehicle recently relocated from family property to the local area. The vehicle was previously covered under a ranch insurance policy and represents a non-daily driver situation with seasonal or occasional use patterns. The coverage gap of approximately two months […]
Aiyana Sena – Auto Insurance (Castle Rock, CO)
The prospect is seeking auto insurance coverage with the primary objective of securing immediate protection for a 2025 vehicle through comprehensive web form submission. The request was initiated through Castle Pines referral traffic with complete personal information, vehicle details, and immediate start date specified, indicating genuine coverage interest with professional presentation and thorough documentation provided. […]
Jodi Gassmann – Multi-Vehicle Auto Insurance (Castle Rock, CO)
The prospect is seeking multi-vehicle auto insurance with the primary objective of establishing in-state Colorado coverage after relocating from Florida. The request involves transitioning an existing 4-vehicle Allstate policy covering Honda vehicles for a family household, with a current annual premium of $5,368, driven by the need to establish Colorado-compliant coverage with additional interest in […]
Jay Smith – Business Owner’s Policy (Castle Rock, CO)
The prospect is seeking a business owner’s policy with the primary objective of replacing an existing policy to improve pricing and coverage for a rental property. The request includes property coverage, liability and loss of rents, with flexibility on deductible to reduce premium. No competing quotes from other agents were indicated. The risk profile reflects […]
Joseph Malka – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of replacing an existing policy to reduce current premium costs. The prospect already owns the home and is requesting coverage to begin immediately, indicating urgency and strong intent to move forward. No competing agents were indicated. The request was for standalone homeowners coverage, though […]
James Spencer – Homeowners Insurance (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of replacing an existing policy to reduce current premium costs while maintaining appropriate protection. The existing homeowners policy was imported and reflects current coverage with State Farm at approximately $5,900 annually, indicating a mid-to-high tier homeowners premium and a strong opportunity for remarketing. No […]