Samuel Cohen – Home & Auto Insurance (Durango, Colorado)

The prospect is seeking a bundled homeowners and auto insurance quote for a triplex property where they occupy one unit. The request appears to be driven primarily by a desire to reduce current insurance costs. The prospect confirmed they currently have both homeowners and auto coverage in place, have not been non-renewed or canceled, and […]

James Hayhurst – Homeowners Insurance (Peyton, CO)

The prospect is seeking replacement homeowners insurance coverage for an existing owner occupied primary residence with a requested effective date of March 24, 2026. The prospect indicated their current carrier, USAA, is dropping the policy because the property is classified as a modular home. The prospect’s current homeowners policy with USAA carries an annual premium […]

Dylan Hetterley – Homeowners (Manufactured Home) (Canon City, CO)

The prospect is seeking homeowners insurance for a manufactured home currently under contract to purchase, with a requested policy start date aligned with the closing timeline. The prospect reported difficulty securing coverage due to the property’s location in a high wildfire exposure area and indicated that multiple carriers have already declined to provide a quote. […]

Travis Taylor – Homeowners & Auto Bundle (Bailey, CO)

The prospect is seeking homeowners and auto insurance for a home currently under contract to purchase with coverage being arranged ahead of closing. The prospect requested a quote comparison that includes options both with and without wildfire coverage and indicated interest in bundling home and auto insurance together. The prospect shared that they previously received […]

Alec Lucas – Homeowners & Auto Bundle (Livermore, CO)

The prospect is seeking homeowners insurance for a primary residence located in a wildfire-exposed area after their previous policy with State Farm was cancelled shortly after closing due to wildfire underwriting restrictions. The prospect indicated they are actively looking for a homeowners policy that can accommodate wildfire zone exposure and requested a new policy to […]

Dolores Weless – Commercial Property & Umbrella (Durango, CO)

Prospect contacted requesting insurance coverage for two high-value residential structures owned by an LLC in Durango, Colorado: a primary home and a barndominium currently under construction. The LLC’s purpose is simply to manage the properties and it generates no operating revenue. The prospect is seeking coverage for both structures along with an umbrella policy, with […]

Holly Wilkes – Homeowners (South Fork, CO)

The prospect is seeking homeowners insurance coverage for a home they currently own in South Fork, CO.  The prospect indicated there is currently no active insurance policy on the property and is requesting an insurance estimate to evaluate coverage options. No prior non-renewal or underwriting issues were reported during the intake conversation. The property is […]

Terry Spivey – Homeowners & Auto Bundle (Lake George, CO)

The prospect is seeking homeowners insurance for a property located in Lake George, Colorado and requires coverage to begin prior to closing as part of a home purchase.  The prospect confirmed there is currently no active homeowners policy in place and that he has not yet obtained quotes from other insurance agents. The prospect also […]

Yvonne “Yo” Benson – Home & Auto Bundle (Woodland Park, CO)

The prospect is seeking homeowners coverage for her single family residence in Woodland Park, Colorado with coverage requested to begin as soon as possible. The prior homeowners policy has expired and there is currently no active home coverage in place. She believes her previous homeowners coverage was with Allstate and confirmed her auto policy is […]

Alex Diamond – Homeowners (Indian Hills, CO)

The prospect is seeking to transition from a builders risk policy to a standard homeowners policy as renovation of their secondary residence nears completion. The property was previously quoted with Northlight and another carrier but coverage had to be canceled during construction, and the prospect is now motivated to secure final homeowners coverage with a […]