Susan Roberts – Builder’s Risk Insurance (Peyton, CO)
The prospect is seeking builder’s risk insurance coverage for a new residential construction project involving a double wide manufactured home, with coverage needed prior to the construction start date. This represents a first-time insurance inquiry for the project with no competing agents or quotes currently involved. The risk profile is relatively straightforward with clearly defined […]
Warren Dickinson – Commercial Auto (Centennial, CO)
The prospect is seeking commercial auto coverage for a nonprofit organization with the primary objective of securing liability protection for trailers used during event operations. The request is time-sensitive with a desired effective date within the next few days. They are actively shopping for coverage after multiple agents were unable to secure a policy, indicating […]
Bleys Kueck – Business Owners Policy (Colorado Springs, CO)
The prospect is seeking inland marine insurance and general liability coverage for a small mobile food business operating at farmers markets. The primary motivation for reaching out is a significant increase in their renewal premium with the current carrier, along with ongoing service frustrations related to responsiveness and difficulty handling policy changes such as adding […]
DEANNA BEESLEY – Vacation Rental (Evergreen, CO)
The prospect is seeking landlord insurance coverage for a single-family vacation rental property. Prospect noted that the key issue is that Clear Creek County requires short-term rental insurance with specific wording in the proof of coverage letter, and the current Travelers policy is unable to meet those requirements. Existing Travelers homeowners policies were successfully imported, […]
Charles Holcomb – Commercial Insurance (Idaho Springs, CO)
The prospect is seeking comprehensive commercial insurance coverage for a restaurant operation, including a Business Owners Policy along with additional protections such as liability, property, business interruption and cyber coverage. The prospect currently has an active commercial policy but is exploring new options to secure broader and more appropriate coverage for a higher-risk operating environment. […]
Chase Daniels – Homeowners + Auto Bundle (Idledale, CO)
The prospect is seeking bundled homeowners and auto insurance coverage with the primary objective of comparing pricing against an existing active homeowners policy and a recent auto quote. The prospect has already obtained a quote from another agent and has an active policy in place, indicating moderate shopping behavior while evaluating potential savings and coverage […]
Kyle Morgan – Home & Auto Insurance (Durango, CO)
The prospect is seeking homeowners insurance for a primary residence located in a high-risk fire zone after losing coverage and struggling to secure a stable policy. They were previously quoted close to $10,000 annually through a bundled policy and expressed frustration with pricing, but remain open to a home and auto bundle if it improves […]
Suvetha Ketheeswaran – Commercial Insurance (Westminister, CO)
The prospect is seeking commercial general liability and product liability coverage for a startup beverage manufacturing business, with the primary objective of securing proper protection before beginning operations. This appears to be a new policy purchase with no existing coverage in place, no competing agents indicated, and a requested effective date of 04/11/2026. The prospect […]
Derek Bowers – Commercial General Liability (Aurora, CO)
The prospect is seeking commercial general liability insurance for a water damage restoration business, with the primary objective of securing coverage quickly while exploring potential cost savings. The prospect currently has an active policy but is shopping for alternative options, with no competing quotes from other agents indicated and a requested effective date of immediate […]
David Peters – Commercial General Liability (Lakewood, CO)
The prospect is seeking a commercial general liability policy for an existing business and is requesting a quote to review and potentially replace current coverage. The inquiry appears to be a straightforward remarket of an active policy with standard limits requested and a near-term effective date. The prospect confirmed no interest in bundling additional personal […]