LISA PEREZ – E&O Insurance (California & Colorado)
The prospect is seeking errors and omissions (E&O) insurance coverage for trustee services, with the primary objective of securing a new policy for a trust they manage. This is a new purchase request with no current E&O coverage in place, and the prospect confirmed no interest in additional policies. The prospect resides in Colorado while […]
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 […]
Bek Wallis – Business Owners Policy (Milliken, CO)
The prospect is looking for a Business Owners Policy with liquor liability, primarily to replace their current setup and reduce overall insurance costs. This is an active opportunity ahead of an upcoming effective date, no competing agents were indicated and existing Novus commercial policies were imported. This is a small LLC-operated bar with on-premise alcohol […]
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 […]
Andrew Davis – Homeowners (Castle Pines, CO)
The prospect is seeking homeowners insurance for a home they are actively purchasing, with the goal of putting coverage in place for a primary residence by May 13, 2026. This appears to be a clean new-purchase opportunity with clear intent to move forward and a defined timeline, indicating strong likelihood to bind. The property appears […]
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 […]
Steven Bis – Auto Insurance (Westminster, CO)
The prospect is seeking auto insurance coverage with the primary objective of securing immediate protection for a vehicle intended to be used on a Turo rental platform. The request is time-sensitive, indicating strong urgency and intent to bind quickly, while also replacing or modifying an existing active policy that does not currently support this specific […]
Jason Breed – Commercial Property Insurance (Castle Rock, CO)
The prospect is seeking commercial property insurance with the primary objective of securing coverage for a wellness clinic relocating into a new leased space, with a targeted effective date aligned to the lease commencement. This is a new policy request with no prior commercial coverage in place, and the prospect has demonstrated strong intent by […]
Aiyana Sena – Auto Insurance (Castle Rock, CO)
The prospect is seeking auto insurance coverage with the primary objective of securing immediate protection for a 2025 vehicle through comprehensive web form submission. The request was initiated through Castle Pines referral traffic with complete personal information, vehicle details, and immediate start date specified, indicating genuine coverage interest with professional presentation and thorough documentation provided. […]