Scott Fishman – Condo Master Policy (Crested Butte, CO)
Prospect is seeking competitive quotes for the HOA master policy covering the 3-unit Crested View Condominiums in the Town of Crested Butte. The association currently has coverage in place and is remarketing the policy ahead of its September 1 renewal to compare pricing, coverage and carrier options. The building was originally occupied in 1997, and […]
Todd Buchardt – home & auto bundle (Castle Rock, CO)
Directly qualified via phone call for a homeowners and auto bundle. Prospect is insuring a primary residence condominium in The Meadows neighborhood of Castle Rock and is primarily shopping to reduce premium while maintaining coverage. Existing homeowners and auto declaration pages have been provided, and all insured DOB, driver’s license information and vehicle VIN have […]
Hope Belloni – Condo + Auto (Aurora, CO)
This prospect is seeking an auto and condominium insurance bundle for an owner-occupied condo in Aurora’s City Center North neighborhood. The property is a 2-bedroom, 2-bath condominium built in 1982, creating a solid personal lines multiline opportunity. The opportunity provides the insured’s date of birth, driver’s license, vehicle information, email address, and contact preferences collected. […]
Scott Nelson – Condo & Umbrella (Vail, CO)
The prospect is purchasing a luxury condo located in The Wren at Vail, just steps from Vail Village, and is seeking both condo and umbrella insurance with a requested 09/01/2026 policy start date. The prospect provided complete contact information and indicated they have not obtained quotes from other agents. The Vail location, resort-community setting and […]
Robert Keenan – Homeowners (Aurora, CO)
This prospect is seeking condo insurance for an owner-occupied primary residence in Aurora, Colorado. The prospect recently moved into the property and is looking to secure a new policy immediately. During the intake, the prospect provided full contact information, date of birth, driver’s license information, desired personal property coverage limits, and coverage preferences. The prospect […]
John Whitney – Condo Insurance (Mountain Village, CO)
The prospect is seeking condo insurance coverage for a Colorado condo property with a requested effective date of June 1, 2026. The prospect stated the primary reason for shopping is to save money and confirmed no competing quotes from other agents were obtained during intake. The risk profile reflects a condo exposure with a recently […]
LOU DRENCKHAHN (caller ID not verified) – Condo Insurance (Unknown, CO)
Prospect called for condo insurance and dropped.
Alexander Ignath – Condo Insurance (Snowmass Village, CO)
The prospect is seeking condo insurance coverage to replace an existing policy that is being dropped by the current carrier, with the objective of securing replacement coverage prior to an upcoming firm effective date. The situation reflects a time-sensitive replacement opportunity with clear motivation to bind coverage due to carrier non-renewal. The property is a […]
Edith Guzman Yanes – Condo Insurance (Lakewood, CO)
The prospect is seeking condo (HO6) insurance for a recently purchased property, with the primary goal of securing interior coverage while the HOA master policy covers the exterior. This is a new purchase-driven request with a defined need for coverage and no competing quotes from other agents indicated. The prospect has also imported their existing […]