Jonathan Rapisarda – E&O & Cyber Liability (Parker, CO)
The prospect is seeking E&O and cyber liability coverage for an AI/technology business that handles healthcare data. This is a new business policy opportunity with no current coverage in place, creating a clean slate for structuring the account. The caller is engaged and requested follow-up from a specialist, showing clear intent to move forward. The […]
Kimberly Davis – Nonprofit D&O (Larkspur, CO)
The prospect is seeking commercial insurance coverage for a nonprofit organization with the primary objective of improving and expanding an existing policy that does not adequately address nonprofit-related exposures. The request includes multiple coverage lines such as general liability, property, volunteer-related auto, cyber, fidelity crime, volunteer liability, and directors and officers coverage. The prospect is […]
Dawn Goard – Commercial Insurance (Littleton, CO)
Startup radon mitigation and measurement company operating in Colorado, providing services for residential, commercial and new construction projects throughout the Denver metro area. The business will operate out of a garage condo in Parker with administrative work handled from a home office in Littleton. Ownership structure includes partner-members, with two individuals initially classified as employees […]