Brad Hines – Commercial Insurance (Denver, CO)
The prospect is seeking workers compensation and commercial auto coverage for a valet parking services operation. This is a new business with no current commercial insurance in place and coverage is required to satisfy franchise agreement requirements. The requested effective date is April 15 and the prospect has not obtained quotes from other agents. The […]
Manuel Sanchez – Commercial Insurance (South Lake Tahoe, CA)
Startup utility forestry and vegetation management business seeking General Liability, Commercial Auto, Workers Compensation, and Inland Marine coverage to meet utility company contract requirements. Prospect needs $2M+ limits and plans to hire a small crew (1–2 employees). Currently in the quoting process with another agent but no active policy in place. Looking to secure coverage […]
Caleb Straley – Everett Services LLC – Cheyenne, WY
The prospect reached out because his prior general liability policy for his licensed residential general contracting business recently expired and he needs coverage to begin immediately. He is seeking $1,000,000 per occurrence and $2,000,000 aggregate limits for a construction operation based in Cheyenne, Wyoming generating approximately $200,000 in annual revenue. He confirmed he has already […]
Andrew Stevens – Handyman Business (Castle Rock, CO)
This is an aged prospect that contacted CRI back on July 5th, 2025 looking for general liability insurance for a handyman business. Prospect went un-responded and has been recycled.
Commercial Subcontractor Lead – Fort Lupton, CO
This is an aged commercial general liability prospect that originally came in on April 28, 2025. The opportunity involves a subcontractor who needed general liability coverage in order to begin work on active projects. The request was initiated by a business owner with an established relationship with the brokerage who was coordinating coverage so the […]