Todd Buchardt – home & auto bundle (Castle Rock, CO)
Directly qualified via phone call for a homeowners and auto bundle. Prospect is insuring a primary residence condominium in The Meadows neighborhood of Castle Rock and is primarily shopping to reduce premium while maintaining coverage. Existing homeowners and auto declaration pages have been provided, and all insured DOB, driver’s license information and vehicle VIN have […]
Terry Luchi – Home, Auto & Umbrella (Castle Rock, CO)
Prospect is requesting a home, auto and umbrella bundle for a primary residence in The Meadows neighborhood of Castle Rock. They are relocating to Colorado, closing on the home around August 24, and are looking for a reputable carrier offering strong bundled pricing and coverage. Existing auto policies have been provided along w/ all insured […]
Jeremiah Johnson – Home, Auto & Umbrella (Castle Rock, CO)
Prospect is seeking a homeowners, auto and umbrella bundle for their primary residence in The Meadows neighborhood of Castle Rock. Prospect was directly qualified and is looking to reduce overall insurance costs while maintaining high coverage limits with higher deductibles. Existing home, auto and umbrella policies have been successfully imported, and the current combined annual […]
David Schwartz – Home, Auto & Umbrella (Castle Rock, CO)
This is a well-qualified new home construction opportunity for a primary residence in the Crystal Valley Summit neighborhood of Castle Rock. The prospect is purchasing a luxury Toll Brothers home that is currently under construction with completion expected in November 2026. The prospect is requesting home, auto and umbrella insurance quotes. Existing auto and umbrella […]
Jessie Reese – Home & Auto bundle (Castle Rock, CO)
This is a well-qualified homeowners insurance opportunity for a primary residence currently under contract in the Crystal Valley Ranch neighborhood of Castle Rock. The prospect was directly qualified and successfully upsold from a standalone homeowners inquiry to also explore a home and auto bundle for comparison. An existing homeowners quote of approximately $3,650 per year […]
Richard Nelson – Home & Auto (Castle Rock, CO)
This is a high-quality home, auto and umbrella insurance opportunity for a prospect who is under contract to purchase a primary residence in The Meadows neighborhood of Castle Rock. The prospect is relocating from South Dakota to Colorado and is seeking a bundled insurance package effective August 14, 2026. This appears to be a standard-market […]
SCOTT STEPHENS – Commercial (Castle Rock, CO)
Aged Prospect (Originally called in on 4/29/2025). Commercial insurance opportunity for a TV repair service business located in Castle Rock, Colorado. The prospect operates a small business requiring multiple coverage types including general liability, commercial auto, and workers’ compensation policies. The prospect inquired about commercial insurance coverage required for vendor contracts, specifically seeking general liability […]
Rudy Todriguez – Multi-Policy (Castle Rock, CO)
Homeowners, auto, life/health, commercial auto and commercial general liability prospect in the Metzler Ranch neighborhood of Castle Rock seeking a comprehensive insurance review before an upcoming policy renewal. The prospect is looking to bundle multiple personal policies while also exploring coverage for a small dumpster delivery side business. The primary residence is a well-maintained owner-occupied […]
MacKenzi Knight – Home (Castle Rock, CO)
The prospect is under contract to purchase a home in the Sapphire Pointe neighborhood of Castle Rock and is seeking homeowners insurance for the new primary residence. Full contact information and the property address have been provided
Rachel Allen – Home & Auto Bundle (Castle Rock, CO)
Homeowners prospect in the Terrain neighborhood of Castle Rock seeking to replace a non-renewed homeowners policy and bundle with auto insurance. The property is a well-maintained single-family residence, and the prospect is looking for immediate replacement coverage after receiving a non-renewal from the current carrier. The prospect has not worked with another agent and prefers […]