Frank Ackerson – Home, Auto & Umbrella (Castle Rock, CO)
The prospect is requesting a home, auto & umbrella insurance quote for a primary residence in The Meadows neighborhood of Castle Rock. The property is an established two-story single-family home. This appears to be a solid standard-market homeowners opportunity with strong cross-sell potential if the prospect also has auto insurance or an umbrella policy.
RONALD KEAS – Home & Auto Bundle (Castle Rock, CO)
The prospect is purchasing a primary residence in the Escavera neighborhood of Castle Rock and is seeking homeowners and auto insurance as part of the relocation. The prospect is mostly quote ready, with nearly all underwriting information collected. Existing auto policies are being imported to streamline the quoting process and ensure accurate coverage comparisons. The […]
Joseph Saunders – Home & Auto (Castle Rock, CO)
The prospect called requesting bundled homeowners and auto insurance quotes for a primary residence in The Meadows neighborhood of Castle Rock. The property is located in one of the area’s most established master-planned communities, offering a strong opportunity for a multi-policy household review. The prospect confirmed there is an active homeowners policy in force and […]
Samuel Vroom – Auto (Castle Rock, CO)
The prospect is seeking a standalone auto insurance quote for a 2010 Chevrolet Camaro that is driven infrequently and primarily stored in a garage. The primary goal is to reduce insurance costs, and the prospect requested to speak with a licensed agent to discuss coverage options. The prospect provided contact information, home address and Colorado […]
Kris Jennings – Standalone Auto (Castle Rock, CO)
This is a highly motivated auto insurance prospect seeking immediate coverage for a newly purchased vehicle so they can get back on the road for work. The prospect is requesting a replacement auto insurance quote and is looking to bind coverage as soon as possible. All insured information has been provided, including DOB, Colorado driver’s […]
Andrew Davis – Home & Auto (Castle Rock, CO)
This is a strong home and auto bundle opportunity in the Crystal Valley Ranch area of Castle Rock. The prospect is requesting a replacement quote for both homeowners and auto insurance and currently has coverage through different carriers for each policy. Existing policies are available for review, allowing for a comprehensive coverage comparison. The current […]
Brianna Pettee – Auto (Castle Rock, CO)
This is a personal insurance opportunity for a resident in The Meadows neighborhood of Castle Rock. The prospect imported their existing policies, and all insured DOB, driver’s license numbers and VIN information were provided. The existing auto premium is $2,637.80 annually ($1,318.90 per six-month term).
Shae Johnston – Home & Auto (Castle Rock, CO)
This is a high-value homeowners and auto bundle opportunity for a recently purchased luxury primary residence in The Village at Castle Pines. The home was purchased with cash for approximately $3 million, and the owners are seeking coverage after learning that State Farm was unable to provide long-term placement because of E&S / wildfire underwriting […]
William Clark
The prospect is seeking a Colorado multi-auto insurance quote and appears to be looking at replacing an existing personal auto policy. The prospect left their name and contact information but dropped during the intake process before completing all qualification questions. Despite the incomplete intake, they successfully imported their existing auto insurance policy documents, providing strong […]
Kimbra Seniw – Multi-Bundle [Castle Rock, CO]
The prospect is seeking a comprehensive personal insurance review for a primary residence in the Founders Village area of Castle Rock and is interested in consolidating multiple personal insurance policies, including homeowners, auto, personal articles, RV and umbrella coverage. The opportunity was directly qualified through the web intake, with full date of birth and driver’s […]