David Jacob – Home Auto & Umbrella (Castle Rock, CO)
This is a mostly quote ready home, auto and umbrella bundle opportunity in The Meadows. The prospect was extensively qualified through direct SMS communication, all existing policies have been provided, and all insured DOBs and driver’s license numbers have been collected. The prospect is looking to replace their current home, auto and umbrella coverage after […]
Ann McCloskey – Home Auto & Umbrella (Castle Rock, CO)
The prospect is seeking replacement quotes for a multi-property (two homes), multi-auto (three vehicles) and umbrella insurance package ahead of the August 1 renewal. The opportunity was extensively qualified through SMS and email, and all insured dates of birth, driver’s license information, and existing policy documents have been provided, making this a mostly quote-ready opportunity […]
Robert Krebs – Home, Auto, Umbrella (Castle Rock, CO)
Prospect is seeking a home, auto, and umbrella bundle with a requested effective date of 8/1/2026. The property is located in Keene Ranch, an upscale acreage community in Castle Rock, on approximately 10 acres with an estimated value exceeding $2.5 million. The household includes two drivers and a 2025 GMC Sierra. The prospect has not […]
Kristine Boyle – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking a home and auto insurance bundle for an owner-occupied primary residence in The Meadows neighborhood of Castle Rock. The prospect was directly qualified via SMS with concierge verification and is fully qualified with all named insureds’ dates of birth and driver’s license information collected. Full existing policies have been imported, no […]
Laurie Lewis – Auto (Castle Rock, CO)
The prospect is seeking an independent insurance broker with access to multiple carriers to shop auto insurance for a brand new vehicle. They currently have active auto coverage and specifically requested to speak directly with a licensed agent to compare options across several insurance companies. Prospect price was discounted due to the time-sensitive nature of […]
Shane Koch – Insurance Quote (Castle Rock, CO)
Prospect called but dropped asking for an insurance quote. However enhanced caller ID information has a name, email and address in the Castle Rock area (data needs to be verified). Prospect likely in Castle Rock.
Deborah Davies – Commercial (Castle Rock, CO)
The prospect is seeking a commercial insurance quote for a warehouse and specifically requested a lessor’s risk policy. The prospect currently has commercial insurance in place, indicating an established business with an active insurance program. This appears to be a straightforward commercial opportunity with an immediate quoting need. Basic business contact information was provided during […]
Cherrlyn Eller – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking a home and auto bundle quote for an owner-occupied single-family residence in the Founders Village area of Castle Rock. Initial qualification was completed through an inbound phone call and the prospect was further qualified over email. Existing home and auto coverage are currently in force, and the existing auto policy has […]
Nicholas Jackson – Bundle (Castle Rock, CO)
The prospect is seeking homeowners insurance for a primary residence in the Castle Pines area of Castle Rock and was directly qualified via phone call. The prospect is replacing an existing homeowners policy and expressed interest in reviewing both home and auto insurance options to determine whether a bundle could provide additional value. The home […]
Isabella Perez – Special Event Liability (Castle Rock, CO)
The prospect is seeking wedding event insurance for a private wedding in Castle Rock and was directly qualified through a phone call. The wedding is scheduled to take place at a venue on West Plum Creek Parkway with approximately 70 guests attending and activities occurring both indoors and outdoors. The prospect provided a mailing address […]