Randy Sasaki – Commercial Property (Denver, CO)
The prospect submitted a partial web form requesting commercial property insurance for a Denver business location. Full name, phone number, email, business address & mailing address provided
Robert Davis – Life Insurance (Parker, CO)
Life insurance prospect seeking affordable term life policies with current coverage of $550,000 expiring soon. Has health considerations including diabetes requiring specialized underwriting approach. Established Parker resident with complete contact information and clear coverage objectives. Ready to move forward with term life insurance replacement strategy addressing health factors and affordability requirements.
Sheron Ladue – Homeowners Insurance (Parker, CO)
The prospect is seeking homeowners insurance coverage for an owner-occupied single-family residence in Parker, Colorado. The property was described as well maintained with no recent claims or known exterior concerns. The prospect expressed interest in HO-3 or DP-3 policy options and no competing agents or outside quotes were indicated during intake. The home is currently […]
Shannon Williams – High Value Homeowners (Larkspur, CO)
The prospect is seeking preliminary insurance estimates for a potential future purchase of a high-value home currently listed for sale in Larkspur, Colorado at approximately $2.1M. The prospect is not yet under contract but is proactively evaluating insurance feasibility and estimated premium ranges before moving forward. If the purchase proceeds, this could develop into a […]
Ryan Laterza – Homeowners & Auto Bundle Insurance (Evergreen, CO)
The prospect is seeking homeowners insurance coverage for a newly purchased owner-occupied luxury home in Evergreen, Colorado with an expected closing date of June 5, 2026. The opportunity appears directly tied to the active home purchase process, and the prospect requested quote completion by approximately May 20, 2026. The prospect expressed frustration that he has […]
Vincent Gutierrez – Commercial (Denver, CO)
The prospect is seeking replacement commercial garage policy coverage for a Denver-based car donation program with a requested effective date of June 14, 2026. The business currently maintains active garage coverage with established $1,000,000 liability limits and is shopping due to dissatisfaction with the prior underwriting experience. Other than the existing quote provided, no other […]
Steven Vassar – Home & Auto Bundle (Castle Rock, CO)
The prospect is seeking replacement homeowners and auto insurance coverage for an owner-occupied single-family home in Castle Rock with clear intent to bundle both policies for improved overall pricing. Existing home and auto policies are currently active, and the prospect is engaged and responsive throughout the intake process. No cancellation or non-renewal concerns were reported. […]
Davis Nicart calling on behalf of Ayesha Nichols – Homeowners & Auto Bundle (Denver, CO)
This is a referral connection opportunity involving a mortgage broker calling on behalf of a client during a refinance process. The prospect is seeking replacement homeowners insurance coverage for an owner-occupied single-family home in Denver, Colorado, with the primary objective of reducing premium costs after a substantial increase on the current policy. The mortgage broker […]
Ryan Shilts – Homeowners Insurance (Monument, CO)
The prospect is looking for a home & auto estimate for a potential home purchase and is currently in the early evaluation stage, requesting pricing guidance rather than actively moving forward with binding coverage. The prospect is not yet under contract and has no competing agents involved, creating a clean opportunity to engage early and […]
Jillian Harvey – Commercial Auto & General Liability (Denver, CO)
The prospect is seeking commercial general liability and hired & non-owned auto coverage for an established pizza restaurant operation with the primary objective of correcting what appears to be an overly aggressive delivery classification on a recent quote. Existing quote documents were provided and the current insurance structure reportedly exceeds approximately $13,000 annually between GL […]