Jim Hackett – Home & Auto Bundle (CO)
This is a home + auto insurance opportunity for an owner-occupied primary residence in The Meadows area of Castle Rock. The prospect already owns the home and is looking for an insurance quote estimate. The property was built in 2018 with an asphalt shingle roof. The home has favorable newer construction characteristics, with the roof, […]
Michael Rhynard – Home + Auto + Umbrella Bundle
The prospect is seeking homeowners insurance for a new primary residence purchase with coverage needed to coincide with an August 27 closing. The prospect also wants auto coverage for three vehicles and a $2 million umbrella policy. No competing agents were indicated during intake. The prospect is purchasing a newer single-family home in the Macanta […]
Caroll Murphy – Home & Auto (Castle Rock, CO)
This is a partial web form submission for a home and auto opportunity in The Meadows in Castle Rock. The property associated with the inquiry is currently listed for sale, so the prospect may be a potential home buyer, although this has not been confirmed. The prospect provided DOB, Colorado driver’s license information and full […]
Ronald Westover – Home & Auto Bundle (Castle Rock, CO)
Fully verified home and auto bundle prospect in The Woodlands neighborhood of Castle Rock. The prospect was spoken to directly and provided detailed information for both insureds, the residence and both vehicles. Existing homeowners and auto policy documentation was also provided, making the prospect quote ready. The current policies confirm both insureds and the insured […]
Nick Lissolo – Home & Auto (Castle Rock, CO)
Fully quote-ready prospect seeking a replacement homeowners and auto bundle for a primary residence in the Terrain neighborhood of Castle Rock. All existing policies have been imported, all insured dates of birth and driver’s license information have been provided, and the account is ready for quoting. The current household premium is approximately $9,562 annually (going […]
Bryan Mosley – Home (CO)
Prospect called for homeowners insurance but dropped. Likely lives in or close to Castle Rock. Name and number provided.
Rachael Young – Home Buyer (Castle Rock, CO)
Prospect is purchasing a home in the Founders Village neighborhood of Castle Rock and is interested in a home and auto bundle. After an outbound conversation, the prospect confirmed they are willing to bundle if the pricing is competitive and has already provided the information needed to begin quoting. The only competing homeowners quote was […]
Patrick Obarr – Auto & Renters Bundle (Castle Rock, CO)
Prospect is seeking auto and renters insurance with the primary goal of lowering insurance costs. They currently carry active auto and renters policies and are shopping for more competitive pricing. The prospect is looking to insure four vehicles and bundle them with a renters policy for their Castle Rock residence. All insured date of birth […]
Shawn Dorry – Standalone Homeowners (Castle Rock, CO)
Prospect is purchasing a primary residence in the Park Preserve neighborhood of The Meadows in Castle Rock and is scheduled to close next week. The home was built in 2018 and features an asphalt shingle roof, smoke detectors and a security camera or monitoring system. The roof, plumbing, heating, electrical and water heater all date […]
Donna Hoagland – Home & Auto Bundle (Castle Rock, CO)
Prospect is under contract to purchase a primary residence in The Meadows neighborhood of Castle Rock with a scheduled closing date of August 21, 2026. They are seeking a home and auto bundle, were directly qualified by phone, and later confirmed by SMS that they want to proceed with a bundled quote. Their existing homeowners […]