The prospect is seeking a home, auto and umbrella insurance package for an owner-occupied primary residence in the Castle Pines North area of Castle Pines. Asset protection is a primary concern for the household, with the prospect specifically maintaining a current $4 million personal umbrella policy. This is a highly attractive bundled personal lines opportunity involving homeowners, multiple vehicles and substantial excess liability coverage.
The prospect completed a detailed web form and provided a full audio recording outlining their insurance needs. Complete existing homeowners, auto and umbrella policies have already been imported for review. Full DOB and driver’s license information have been provided for all insureds. The household currently insures three vehicles and has maintained coverage with the same carrier for more than 30 years. Existing policies total approximately $13,799 annually with a requested replacement policy effective date of 07/11/2026. Existing declarations, vehicle information and coverage details have already been provided, making this a highly qualified and quote-ready opportunity.
Additional information
Insurance Type
audio file, high value, home auto & umbrella, quote ready, replacement policy
Lead Location
Castle Pines
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