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 […]
Conor Parker – Commercial Insurance (Castle Rock, CO)
The prospect is seeking commercial insurance coverage for an agritourism and event-based business, with the objective of obtaining appropriate liability protection for operations including weddings, corporate events and animal-related experiences. This is a new policy request with no existing coverage in place and no competing agents indicated, suggesting a clean opportunity with defined timing and […]
SCOTT FINN – Homeowners + Auto (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a primary residence in Castle Rock, Colorado, with the primary objective of reducing overall insurance costs. This is a first-time shopping situation with no competing agents currently involved, creating a strong opportunity for engagement and conversion. The requested effective date is May 15th. The […]
Warren Dickinson – Commercial Auto (Centennial, CO)
The prospect is seeking commercial auto coverage for a nonprofit organization with the primary objective of securing liability protection for trailers used during event operations. The request is time-sensitive with a desired effective date within the next few days. They are actively shopping for coverage after multiple agents were unable to secure a policy, indicating […]
DEANNA BEESLEY – Vacation Rental (Evergreen, CO)
The prospect is seeking landlord insurance coverage for a single-family vacation rental property. Prospect noted that the key issue is that Clear Creek County requires short-term rental insurance with specific wording in the proof of coverage letter, and the current Travelers policy is unable to meet those requirements. Existing Travelers homeowners policies were successfully imported, […]
Charles Holcomb – Commercial Insurance (Idaho Springs, CO)
The prospect is seeking comprehensive commercial insurance coverage for a restaurant operation, including a Business Owners Policy along with additional protections such as liability, property, business interruption and cyber coverage. The prospect currently has an active commercial policy but is exploring new options to secure broader and more appropriate coverage for a higher-risk operating environment. […]
Chase Daniels – Homeowners + Auto Bundle (Idledale, CO)
The prospect is seeking bundled homeowners and auto insurance coverage with the primary objective of comparing pricing against an existing active homeowners policy and a recent auto quote. The prospect has already obtained a quote from another agent and has an active policy in place, indicating moderate shopping behavior while evaluating potential savings and coverage […]
Kyle Morgan – Home & Auto Insurance (Durango, CO)
The prospect is seeking homeowners insurance for a primary residence located in a high-risk fire zone after losing coverage and struggling to secure a stable policy. They were previously quoted close to $10,000 annually through a bundled policy and expressed frustration with pricing, but remain open to a home and auto bundle if it improves […]
Eric Batte – Homeowners Insurance (Durango, CO)
The prospect is seeking homeowners insurance coverage for a replacement policy with an upcoming renewal effective date of May 5, 2026. The prospect came in via direct email and provided a highly detailed quote request file with complete coverage specifications and supporting documentation, and is actively shopping for competitive quotes from admitted carriers with no […]
Heather Lietz – (Grand Junction, CO)
This prospect is seeking a bundled home, auto and RV insurance package for a primary residence in Collbran, Colorado. The home features a metal roof installed in 2011 along with solar panels, and includes a second driver and RV exposure as part of the overall risk profile. The property appears to be owner-occupied with standard […]