Travis Laws – Home & Auto Bundle (Castle Rock, CO)

The prospect is seeking bundled homeowners and auto insurance coverage for a primary residence currently under contract in The Meadows neighborhood of Castle Rock, Colorado, with a closing date of June 15. He recently relocated from Missouri and is establishing new insurance coverage for the home purchase while also insuring two household vehicles. The prospect […]

John Arther – Umbrella Insurance (Castle Rock, CO)

The prospect is seeking expanded personal umbrella liability coverage and currently carries an existing umbrella policy with $1 million bodily injury and property damage limits plus $500,000 excess personal injury coverage. They own a primary residence in Castle Rock as well as an additional cabin property and are requesting quotes for both $3 million and […]

Carri Ludwiczak – Homeowners Insurance (Castle Rock, CO)

The prospect is seeking homeowners insurance coverage for an owner-occupied primary residence and is primarily interested in reducing insurance costs by replacing an existing homeowners policy. The risk profile reflects an owner-occupied residence with an asphalt shingle roof installed in 2016 and solar panels mounted on the home. The property includes operational smoke detectors and […]

Brandy Turner (auto insurance)

The prospect is seeking auto insurance coverage for multiple vehicles and is shopping around for the first time to compare rates and service options. The prospect contacted our office through Google My Business and provided complete contact information and vehicle details for a comprehensive auto insurance quote. The prospect maintains existing auto insurance coverage and […]

David Kingsbury (Castle Rock)

The prospect is seeking Colorado auto insurance coverage for two vehicles after recently relocating from New Mexico to Castle Rock. Their current out-of-state policy expires on May 30, 2026 and the existing agent cannot continue coverage in Colorado. The prospect is looking for immediate replacement coverage before the current policy expires. Existing auto policies were […]

Michael Schmitz – Home & Auto Insurance (Castle Rock, CO)

The prospect is seeking bundled home and auto insurance coverage for an owner-occupied primary residence in the Castlewood Ranch area of Castle Rock. The prospect is primarily shopping for better overall pricing and no competing quotes from other agents were indicated during intake. Full existing home and auto policies have been imported for review and […]

Charles Williams – Home, Auto & Umbrella (Castle Rock, CO)

The prospect is seeking bundled home, auto and possible umbrella insurance coverage for an owner-occupied residence in The Meadows area of Castle Rock. The primary reason for shopping is premium savings after the current policy reportedly increased by approximately 14%. The current policy renews June 19, 2026. The prospect was directly qualified through a return […]

Troy Ison – Home & Auto Insurance (Castle Rock, CO)

The prospect is seeking bundled home, auto, umbrella and event liability insurance coverage for an owner-occupied primary residence in the Terrain / Castle Oaks area of Castle Rock, Colorado. The prospect is primarily shopping to explore potential savings opportunities while maintaining strong liability protection limits. Existing policy information was provided during intake including imported homeowners, […]

James Breese – Home & Auto Insurance (Castle Rock, CO)

The prospect is seeking bundled home and auto insurance coverage for an owner-occupied primary residence in The Meadows area of Castle Rock, Colorado. The prospect stated the current policies are approaching renewal and pricing increased approximately 25%, prompting them to shop for alternative coverage options. Existing home and auto policies have already been imported for […]

Keelin Pendley – Auto Insurance (Castle Rock, CO)

The prospect is seeking auto insurance coverage following a recent relocation to Colorado and is primarily motivated by the need to register vehicles in-state while also reducing overall insurance costs. The household currently consists of two married drivers with Colorado driver’s licenses provided during intake. The prospect indicated their prior insurance agent does not write […]