Larry Bass – Home, Auto & Rental (Highlands Ranch, CO)
The prospect is seeking homeowners, auto and landlord insurance coverage and was directly qualified over the phone. The opportunity includes an owner-occupied single-family home in the Highlands Ranch area, two personal vehicles and an additional rental property, creating a strong multi-policy bundling opportunity. The prospect requested coverage to begin immediately and prefers to be contacted […]
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 […]
Venkata Chunduri – Home & Auto (CO)
The prospect is seeking quotes for a home, auto and umbrella insurance package covering a primary residence in the Providence Center neighborhood of Highlands Ranch. The prospect was directly qualified through SMS and email correspondence and provided complete homeowners, auto and personal umbrella policy declarations for review. The household includes three vehicles, a recently replaced […]
Daniel Decker – Homeowners, Auto, Umbrella, Flood (Highlands Ranch, CO)
The prospect recently renewed their insurance program in April and proactively contacted the agency after researching independent broker options. Rather than requesting immediate quotes, they are seeking guidance on the best time to begin shopping before renewal and are interested in reviewing homeowners, auto, flood/earthquake coverage, and a $4 million umbrella policy. The prospect voluntarily […]
Scott Gauthier – Homeowners (Highlands Ranch, CO)
The prospect is seeking homeowners insurance for a primary residence currently under contract in the Westridge area of Highlands Ranch, with a requested effective date of June 11. The prospect is relocating from Indiana and is purchasing the home as an owner-occupied primary residence. He is seeking adequate coverage at a competitive price point and […]
Amy Lu – Commercial (Colorado)
The prospect is seeking general liability insurance for a home-based business that manufactures handmade soaps, shampoo bars and body care products. The business was started in 2026 and is currently operating from a residence in Highlands Ranch. The prospect is looking for an initial commercial insurance policy with standard $1 million liability limits. The operation […]
Andrew Labron – Homeowners & Auto Insurance (Highlands Ranch, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied primary residence and appears primarily motivated by premium savings and overall policy value. Existing home and auto policies are active and full policies have been imported for remarketing purposes. The household includes two drivers and two vehicles with no prior claims reported […]
Krista Ross – Commercial (Highlands Ranch, CO)
Commercial insurance inquiry covering multiple coverage types including Errors & Omissions, General Liability, and Workers Compensation. Full name, phone number, email and business address provided. Prospect is looking for a commercial policy but wants to speak to an agent first. Likely a radon mitigation company.
Ron Stettner – Home, Auto & Umbrella Bundle (Highlands Ranch, CO)
The prospect is seeking a bundled homeowners, auto and umbrella insurance review for an owner-occupied single-family residence in Highlands Ranch, Colorado. Existing homeowners, auto and umbrella policy documents were fully imported along with roof replacement certification documentation. The current insurance portfolio reflects approximately $6,275 annually in existing premium across all lines. The prospect is looking […]