Mark Foky – Home, Auto & Umbrella (Divide, CO)
The prospect is seeking home, auto and umbrella insurance for a primary residence in the Broken Wheel Village / Highland Lakes area of Divide, Colorado. The household includes multiple vehicles and the prospect expressed interest in reviewing a bundled package to compare pricing and coverage options. Full existing policies were provided for review along with […]
Edward Greif – Home (Boulder, CO)
The prospect is seeking homeowners insurance for a single-family home purchase in the Boulder foothills / Knollwood area. The home is under contract with a July 8 closing, and the prospect currently has no policy in place for the property. Basic underwriting details were provided during the intake process, including property information, roof age, prior […]
Pamela Farone – Home, Auto, Umbrella (Castle Pines, CO)
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 […]
Brenda Gomez – Commercial (Denver, CO)
The prospect is seeking commercial insurance for a newly established trucking and hauling operation specializing in dirt, sand and construction material transportation. Coverage is needed immediately to satisfy contract requirements and includes commercial auto liability, general liability, cargo coverage, non-owned trailer coverage and an additional insured endorsement. The prospect reported no insurance claims within the […]