John Jorgensen – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking homeowners and auto insurance coverage for an owner-occupied primary residence in The Meadows neighborhood of Castle Rock. The prospect is shopping due to what he described as a significant and unreasonable homeowners premium increase at renewal and is actively looking for opportunities to reduce overall insurance costs. Full existing homeowners and […]
Shelby Book – Auto (Castle Rock, CO)
The prospect is seeking personal auto insurance coverage for her 2016 Subaru Crosstrek, which she currently owns and operates in Castle Rock, Colorado. The primary motivation for shopping is that this is her first time securing independent auto insurance following a divorce, and she expressed readiness to move forward with obtaining coverage in her own […]
Alisa Stacey – Homeowners (Castle Rock, CO)
The prospect is seeking homeowners insurance alternatives for an owner-occupied residence in The Meadows neighborhood of Castle Rock. The prospect provided a copy of the current policy and is looking to improve coverage rather than simply reduce premium. Specific requests include extended replacement cost coverage, verification of Class 4 roof discounts, and customized deductible options. […]
Ryan Hu – Commercial (Castle Rock, CO)
This prospect is seeking General Liability and Business Owner’s Policy coverage for a recently established mobile windshield repair business and was directly qualified via phone call. The business operates primarily at customer locations and is currently in the startup phase with projected annual revenue under $40,000. The prospect provided complete contact information, date of birth, […]
Laurie S Lee – Home & Auto (Castle Rock, CO)
This prospect is seeking homeowners insurance alternatives for an owner-occupied residence in the Downtown Castle Rock area and was directly qualified via SMS text. The prospect provided complete underwriting information including date of birth, driver’s license information, property details, and imported existing policy declarations for review. The home features a composition shingle roof installed in […]
Garrett Griffiths – Home & Auto (Castle Rock, CO)
This prospect is seeking homeowners insurance for the purchase of a primary residence in The Meadows area of Castle Rock. The home is currently under contract with a projected closing date of July 10, 2026, creating a clear near-term need for coverage. The property features a 2017 asphalt shingle roof and 2017 major systems, is […]
Tandoori Flames – Commercial General Liability (Castle Rock, CO)
This prospect operates a restaurant in Castle Rock and submitted a request for general liability coverage. Basic contact and business information was provided, including the business location, owner contact details and employee count. The prospect appears to be actively seeking commercial insurance assistance and has indicated a willingness to be contacted by phone or text. […]
Shane Wood – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied primary residence in The Meadows neighborhood of Castle Rock. The primary motivation for shopping is a significant homeowners premium increase following a recent hail claim, and the prospect is looking to lower overall insurance costs while maintaining coverage. Existing homeowners and auto […]
Jesse Carter – Homeowners & Life Insurance (Castle Rock, CO)
The prospect submitted an unorthodox insurance inquiry and was qualified through email correspondence. The prospect is seeking both homeowners and life insurance coverage and expressed interest in establishing a long-term relationship with a reputable local insurance professional rather than simply obtaining a quick quote. A Google Meet meeting was specifically requested to discuss coverage needs […]
Glen Moore – Home, Auto & Umbrella Insurance (Castle Rock, CO)
The prospect is seeking bundled homeowners, auto, and umbrella insurance coverage for an owner-occupied primary residence in the Founders Village area of Castle Rock. The primary motivation is to reduce overall insurance costs while maintaining strong protection across all lines. Existing home, auto and umbrella policies imported. Current annual insurance spending is approximately $5,150 (likely […]