RICHARD VAP – Homeowners, Auto & Umbrella (Castle Rock, CO)
The prospect is seeking bundled homeowners, auto and excess umbrella insurance coverage with the primary objective of reviewing and potentially improving their current insurance program after several years without remarketing. The request includes coverage for a primary residence, a separate rental property, multiple vehicles and a motorhome, indicating a comprehensive multi-policy opportunity with clear intent […]
Todd Patton – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance with the primary objective of significantly reducing their current premium while maintaining strong coverage. They are currently insured with Allstate for both homeowners and auto, with a combined annual premium of approximately $15,200–$15,500. The prospect has fully imported their existing policies, indicating strong engagement and readiness […]
Aaron Myers – Auto / Renters / Builders Risk (Castle Rock, CO)
The prospect is seeking auto, renters and builders risk insurance with the primary objective of securing coverage across multiple personal exposures in a single, coordinated approach. The request reflects clear multi-policy intent with a defined need for coverage and willingness to move forward once options are presented, creating a strong opportunity to bundle and round […]
Trystan Isenhour – Home & Auto Insurance (Castle Rock, CO)
The prospect is in the process of purchasing a primary residence and is seeking bundled homeowners and auto insurance coverage to secure protection ahead of closing. Closing is scheduled for the 20th and coverage must be bound by the 16th, creating a firm timeline and clear urgency to move forward. The prospect has been responsive […]
Aaron Lee – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled home and auto insurance with the primary objective of reducing current premium costs while also understanding the current Colorado market and whether different coverage strategies could help improve their overall situation. They are currently insured with a combined annual premium of approximately $6,734, have provided full home and auto declarations […]
Elizabeth Foster – Home & Auto Insurance (, CO)
The prospect is seeking insurance coverage and was directly qualified by CRI through a live phone call, which significantly strengthens the quality of this opportunity. This was not a passive submission. The intake was completed in real time, allowing for accurate information gathering, clarification of needs, and confirmation of intent. This level of engagement indicates […]
Anthony Olsen – Commercial (Castle Rock, CO)
The prospect is seeking general liability insurance for a newly formed Handyman business in Castle Rock, Colorado. They are looking to secure coverage and are reaching out for information and a quote, with a requested effective date of April 14, 2026. They have not received quotes from other agents at this time. The prospect operates […]
Jerrald Mastenbrook – Auto Insurance (Castle Rock, CO)
The prospect is seeking auto insurance coverage with the primary objective of reducing their current premium while maintaining similar coverage. They have an active Progressive policy in place and fully imported their existing policy details, indicating strong intent to move forward with quoting. The current premium is approximately $1,943 for a 6-month term, or about […]
RICHARD HOLLAND – Home / Auto / Umbrella (Castle Rock, CO)
The prospect is seeking bundled homeowners, auto and umbrella insurance with the primary objective of replacing existing coverage after receiving a high quote and exploring better options. The prospect confirmed active policies are in place, has fully imported their existing State Farm policies with a combined annual premium of approximately $6,734, and indicated they have […]
ROBERT ASKEW – Commercial (Castle Rock, CO)
The prospect is seeking commercial insurance for a new hauling and carting business focused on construction debris removal, with the primary objective of understanding coverage options and securing a policy within the next couple of weeks. The prospect is in the early startup phase with no prior coverage in place, indicating both urgency and a […]