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 […]
LISA PEREZ – E&O Insurance (California & Colorado)
The prospect is seeking errors and omissions (E&O) insurance coverage for trustee services, with the primary objective of securing a new policy for a trust they manage. This is a new purchase request with no current E&O coverage in place, and the prospect confirmed no interest in additional policies. The prospect resides in Colorado while […]
Fala Salmeen – Commercial Insurance (Littleton, CO)
The prospect is seeking commercial insurance coverage for a new handyman business, focused on securing affordable coverage. They require general liability, errors and omissions, and workers compensation with one employee. No competing quotes have been obtained, and there is no existing commercial policy in place. The requested effective date is April 1, 2026. The business […]