Jaime Villanueva – Builders Risk (Peyton, CO)
The prospect is seeking builders risk insurance for a residential construction project. This is a new policy request with no competing agents indicated and clear coverage needs identified. The prospect appears responsive, consented to text communication, and provided complete contact information demonstrating engagement and readiness to move forward. The risk profile reflects a residential builders […]
Reagan Lawrence – Home & Auto Bundle (Peyton, CO)
The prospect is seeking a home and auto insurance bundle with urgency tied to an upcoming closing on June 2nd. However they need home & auto coverage with a stated deadline tomorrow. They claim that other insurance agents have not gotten back to them. This is a time-sensitive opportunity for a single-family home purchase in […]
Susan Roberts – Builder’s Risk Insurance (Peyton, CO)
The prospect is seeking builder’s risk insurance coverage for a new residential construction project involving a double wide manufactured home, with coverage needed prior to the construction start date. This represents a first-time insurance inquiry for the project with no competing agents or quotes currently involved. The risk profile is relatively straightforward with clearly defined […]
James Hayhurst – Homeowners Insurance (Peyton, CO)
The prospect is seeking replacement homeowners insurance coverage for an existing owner occupied primary residence with a requested effective date of March 24, 2026. The prospect indicated their current carrier, USAA, is dropping the policy because the property is classified as a modular home. The prospect’s current homeowners policy with USAA carries an annual premium […]
Heather Fitch – Homeowners, Auto & Umbrella (Peyton, CO)
The prospect contacted Castle Rock Insurance to explore homeowners, auto and umbrella coverage options and was directly qualified over a phone call regarding her situation. She currently has all policies with triple AAA but is seeking a more comprehensive solution due to concerns with how her existing carrier handles properties held in a revocable trust. […]