Catherine Morales – Home & Auto Bundle (Castle Rock, CO)
April 24, 2026
76 CR
Out of stock
INSURANCE TYPE
Min. Estimated Policy
List Item #1
Existing Policies Imported?
Bundling Interest
Quoted By Others?
The prospect is seeking bundled homeowners and auto insurance coverage for an owner-occupied home in Castle Rock’s Crystal Valley Ranch neighborhood, with the primary goal of lowering premium costs while keeping solid coverage in place. This is a strong replacement opportunity with full household details collected through a phone conversation, including DOB, driver’s license and spouse information. Screenshots of existing Allstate policies have been imported, with the current total annual premium at $8,803.06.
The property is a single-family home with a composition tile roof installed in 2024 and a 91% finished basement. The household includes two vehicles, a newer Honda and Lexus, with both drivers holding Colorado licenses and a clean claims history. No competing agents indicated, signaling clean intent and readiness to move forward.
Additional information
Insurance Type
existing homeowner, Home & Auto
Lead Location
Castle Rock
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