The prospect is seeking homeowners and auto insurance with the goal of securing a bundled policy tied to an upcoming home purchase and relocation. Closing is set for May 7, 2026, creating a clear timeline and strong intent to bind. The property is located in Crystal Valley Ranch in Castle Rock. They imported their existing auto policy, which is approximately $1,951 annually for one vehicle based on the current Progressive coverage, providing a clear baseline for remarketing. No competing agents were indicated.
This is an owner-occupied single-family home that will serve as a primary residence. The property is in strong condition with major system updates completed in 2021, including a new roof. The prospect is relocating from Arizona to Colorado and has provided complete underwriting details, making this a clean and straightforward quoting opportunity.
