Natalie Geer – HOA Insurance (Steamboat Springs, CO)
<p>The prospect is seeking HOA master insurance coverage with the primary objective of reducing current insurance costs following a recent premium increase. This is a replacement scenario with an existing policy already in place, and no competing quotes from other agents were indicated. The current HOA master policy premium is $8,626.43 annually, and the policy […]
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 […]
John Eifler – HOA Insurance (Littleton, CO)
The prospect is seeking HOA master insurance coverage with the primary objective of replacing an existing policy due to their prior broker retiring. This is a replacement scenario with no competing quotes indicated and a clear renewal timeline, reflecting an organized transition rather than active shopping behavior. The request is driven by the need to […]
Shaine Winstin – Errors & Omissions (Centennial, CO)
The prospect is seeking commercial Errors & Omissions (E&O) coverage for a property management business, with a clear goal of securing a more competitive rate. A prior quote ($5,139 annually) has been obtained, imported and attached, giving agents a strong pricing benchmark to work from along w/ coverage details. This is a well-informed, price-motivated opportunity […]
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 […]
Lobsang Partsang – General Liability (Fountain, CO)
The prospect is seeking general liability coverage for a newly established business with the primary objective of securing initial insurance protection for a new painting business. This is a new purchase scenario with no existing commercial policy in place and no prior quotes from other agents, indicating a clean opportunity and strong conversion potential. The […]
Gavin Grant – Commercial (Castle Rock, CO)
The prospect is seeking commercial umbrella coverage alongside general liability and workers compensation, with the primary objective of replacing an existing policy to improve service quality and streamline certificate handling for project-specific requirements. No competing agents were indicated, and the prospect is ready to move forward with the right setup. The risk reflects a small […]
Jayleb Klein – Event Liability (United States)
Prospect is seeking event liability coverage but only left basic contact information.
Daniel Stein – Home, Auto & Personal Articles (Fort Collins, CO)
The prospect is seeking bundled home, auto and personal articles insurance coverage with the primary objective of replacing an existing policy due to a significant renewal increase. The current combined Allstate premium is $4,864 annually ($1,223.42 auto and $3,640.77 homeowners) and is expected to increase by over 30% at renewal to approximately $6,300+ annually. All […]