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 […]
Fala Salmeen – Commercial Insurance (Littleton, CO)
The prospect is seeking commercial insurance coverage for a new handyman business, focused on securing affordable coverage. They require general liability, errors and omissions, and workers compensation with one employee. No competing quotes have been obtained, and there is no existing commercial policy in place. The requested effective date is April 1, 2026. The business […]
Trang Mai – Builders Risk (Denver, Colorado)
The prospect is seeking builders risk/contractor’s insurance for a remodeling job. They are seeking coverage for a residential project and are not currently shopping with other agents. The property is located in Denver, Colorado. The project involves a remodeling job, indicating a residential construction exposure. Occupancy is likely owner-occupied during non-construction hours. The exposure is […]
Adam Gilman – Commercial Insurance (Parker, CO)
The prospect is seeking commercial insurance coverage including General Liability, commercial auto and tools coverage for a newly established trade business, with the primary goal of securing compliant and cost-effective coverage to satisfy licensing requirements, client expectations and operational risks. The prospect is actively shopping and has received quotes from other agents, indicating price sensitivity […]
Brittany Roybal – Commercial Insurance (Denver, CO)
The prospect is seeking a Business Owners Policy for an established salon offering a full range of professional hair services along with retail haircare products. This appears to be a replacement of an existing policy, as the prospect currently carries a basic salon insurance policy and is looking to maintain appropriate coverage with a smooth […]
Travis Wood – Commercial Property Insurance (Westcliffe, CO)
The prospect is seeking commercial property and general liability insurance for a commercial rental building with the primary objective of obtaining lower-cost coverage compared to an existing quote. The prospect is actively shopping and has already received a prior quote from Safeco at $5,100 annually, indicating price sensitivity and comparison behavior. The requested policy effective […]
Macy Paul – Commercial Insurance (Colorado Springs, CO)
The prospect is seeking multiple commercial insurance coverages for a new event venue business, including general liability, workers’ compensation, commercial property and business personal property, with additional interest in life insurance and potential personal lines coverage. This is a new venture with no existing policy in place, and the prospect has not obtained any prior […]
Michael Saint Germain – COMMERCIAL (PORTAL)
The prospect is seeking both general liability and errors and omissions (E&O) coverage for a consulting-based business specializing in wildfire risk assessments and property evaluations. The primary objective is to secure professional liability coverage after already obtaining a general liability quote but encountering difficulty placing E&O coverage. The business operates strictly as a consulting service […]
Cole Martin – Commercial Auto Insurance (Castle Pines, CO)
The prospect is seeking commercial auto insurance coverage for a landscaping business with the objective of securing a new policy by the requested effective date. This represents the first time the prospect has shopped for commercial auto coverage, with no competing agents currently involved. The business operates as a landscaping service with standard operational exposure […]