Greg Fisher – Homeowner (Monument, CO)
This is a well-qualified homeowners insurance opportunity for a primary residence purchase in Monument. The prospect does not currently have an existing homeowners policy and is purchasing a home with a scheduled closing date of July 30, 2026. The sellers will remain in the home after closing through September 28, 2026 and will maintain their […]
Tzsana Jones – Homeowners (Monument, CO)
The prospect called seeking a homeowners insurance quote, but the call dropped before the intake could be completed. The property address was confirmed, along with the preferred contact number. Based on the property, this appears to be a high value home. The prospect may be purchasing the home or could be looking for a homeowners […]
Brayden James – Multi-Line (Monument, CO & Tulsa, OK)
The prospect is relocating from Tulsa, Oklahoma to Monument, Colorado and is under contract to purchase a new primary residence in the Willow Springs Ranch area of Monument with a scheduled closing date of 07/06. The new home features a Class 4 GAF ArmorShield II roof installed in 2024. The prospect is seeking homeowners, auto, […]
Ryan Shilts – Insurance (Monument, CO)
Prospect called in asking for insurance but dropped.
Ryan Shilts – Homeowners Insurance (Monument, CO)
The prospect is looking for a home & auto estimate for a potential home purchase and is currently in the early evaluation stage, requesting pricing guidance rather than actively moving forward with binding coverage. The prospect is not yet under contract and has no competing agents involved, creating a clean opportunity to engage early and […]
Kristine Banks – Home & Auto Insurance (Monument, CO)
The prospect is seeking bundled homeowners and auto insurance with the primary goal of replacing their existing Safeco coverage while improving overall pricing and protection. They have already provided their current policies and are highly engaged, indicating strong intent to move forward, though they have received a competing quote from one other agent. The risk […]