Marie Schultz – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage with the primary objective of reducing current insurance costs while maintaining comparable protection. The request appears to be a replacement of existing policies, and the prospect has already provided full policy details for both home and auto, indicating readiness for accurate quoting. This is the […]
Mark Grunder – Homeowners (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage for a primary residence currently under contract, with the objective of securing coverage in connection with the home purchase. No competing quotes from other agents were indicated, and the prospect appears prepared to move forward within a defined timeline. The property is a single-family home featuring a newly […]
Nick Scheibeler – Commercial Insurance (Castle Rock, CO)
The prospect is seeking commercial insurance coverage including General Liability, Product Liability, and an Umbrella policy for a home-based e-commerce business. The objective is to secure protection for imported consumer products sold online. This is a new policy request with no existing coverage and no competing quotes from other agents, indicating a clean opportunity with […]
Nelson David Rueda – Auto Insurance (Castle Rock, CO)
The prospect is seeking auto insurance coverage for a recently purchased vehicle, with the objective of obtaining full coverage protection offering strong benefits at a reasonable price point. The prospect has not obtained quotes from other agents, indicating a clean quoting opportunity with early engagement and intent to secure coverage prior to the requested effective […]
Lianne Bassler – Event Liability (Castle Rock, CO)
The prospect is seeking special event liability insurance coverage for a private bridal shower, with the objective of securing appropriate protection for a small gathering at a community clubhouse. The prospect has not indicated any competing quotes and appears ready to move forward with a straightforward, low-risk event policy. The requested effective date is not […]
Wendy Ihly – Homeowners & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage in connection with the purchase of a new primary residence, with the objective of securing coverage prior to closing and exploring bundling options with an existing auto policy. The prospect does not currently have a homeowners policy in place and appears motivated to move forward, […]
Conor Parker – Commercial Insurance (Castle Rock, CO)
The prospect is seeking commercial insurance coverage for an agritourism and event-based business, with the objective of obtaining appropriate liability protection for operations including weddings, corporate events and animal-related experiences. This is a new policy request with no existing coverage in place and no competing agents indicated, suggesting a clean opportunity with defined timing and […]
SCOTT FINN – Homeowners + Auto (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a primary residence in Castle Rock, Colorado, with the primary objective of reducing overall insurance costs. This is a first-time shopping situation with no competing agents currently involved, creating a strong opportunity for engagement and conversion. The requested effective date is May 15th. The […]
Siarhei Yasaukin – Life Insurance
The prospect is seeking term life insurance coverage for her husband with a requested term length of 25 to 30 years and initiated contact after a dropped inbound phone call followed by a responsive SMS conversation. The primary motivation appears to be general comparison shopping and exploring long-term financial protection. Through SMS follow-up the prospect […]
Andrew Stevens – Handyman Business (Castle Rock, CO)
This is an aged prospect that contacted CRI back on July 5th, 2025 looking for general liability insurance for a handyman business. Prospect went un-responded and has been recycled.