Brian Clark – Homeowners Insurance (Colorado Springs, CO)
The prospect is seeking homeowners insurance coverage because they are not happy with their current insurance provider and want to explore better options. This is an active replacement scenario with no prior shopping activity indicated and a first-time engagement with an agent. The prospect currently carries an existing homeowners policy with an annual premium of […]
Laura Coates – Excess & Surplus (Silverthorne, CO)
The prospect is seeking homeowners and auto insurance for a Silverthorne property purchase. The prospect currently resides in Canada and will be relocating to the USA in September 2026, requiring both home and auto coverage. When asked about competing agents, the prospect confirmed “I’m talking to many” indicating this is very competitive E&S homeowners yet […]
Susan Soutar – Homeowners E&S (Westcliffe, CO)
The prospect is seeking homeowners insurance coverage for a primary residence purchase in rural Westcliffe area with the primary objective of obtaining a price estimate for property acquisition currently in process. The prospect has specifically indicated needing insurance quote estimates rather than immediate binding requirements, with a June 1, 2026 effective date providing adequate timeline […]
Jason Adkins – Homeowners Insurance (Blackhawk, CO)
The prospect is seeking homeowners insurance coverage for a property purchase with the primary objective of securing a policy prior to closing. This is a new purchase scenario with a defined closing timeline, indicating urgency and strong intent to bind coverage. The prospect confirmed prior difficulty obtaining coverage due to wildfire exposure and is requesting […]
Scott Hillen – New Construction Cabin (Pagosa Springs, CO)
The prospect is seeking homeowners insurance for a brand new cabin currently under construction, with completion expected in fall 2026. The property is being built from the ground up with all new systems, indicating a meaningful investment and a clear need to have coverage in place as the project nears completion. The prospect has also […]
Dan Boyle – Home & Auto Bundle (Cotopaxi, CO)
The prospect is seeking homeowners insurance coverage following a recent non-renewal, leaving the property currently uninsured. The situation is urgent, with multiple prior declines and active efforts to secure coverage as soon as possible. The prospect is open to bundling home and auto to improve eligibility and pricing, while prioritizing placement of the homeowners policy. […]
Brian Cullen – Homeowners (Green Mountain Falls, CO)
The prospect is seeking homeowners insurance coverage for a property purchase in Green Mountain Falls with the primary objective of securing adequate coverage for a home located in a high-risk fire zone requiring excess & surplus placement, with anticipated closing on May 21, 2026. The risk profile presents placement complexity due to fire zone exposure […]
Edward Adamson – Homeowners Insurance (Colorado Springs, CO)
Edward Adamson is seeking homeowners insurance with the primary objective of securing coverage for a property located in a designated high-risk fire zone in Colorado Springs. The prospect initially contacted us via Google Organic search and has engaged via SMS, indicating either a non-renewal situation from his current carrier or the purchase of a new […]
Diana Leavy – Homeowners (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage with the primary objective of securing a new policy for a primary residence that is currently under contract, with a closing date of April 23. The request is time-sensitive, indicating strong intent to bind coverage prior to closing. The prospect confirmed the property is located in a moderate […]
Liam Walker – Home & Auto Bundle (Bayfield, CO)
Prospect is seeking homeowners insurance with the primary objective of replacing an existing policy due to non-renewal driven by wildfire exposure. The request includes interest in bundling with auto coverage and a near-term effective date, indicating urgency and strong intent to secure replacement coverage. The prospect has also engaged with other agents. The risk profile […]