Grant Dwernychuk – Commercial – (Castle Rock, CO)
Established stone and masonry supply distributor serving the Colorado market since 2006 with approximately $7 million in reported annual revenue. The prospect is seeking a commercial insurance package that includes general liability, coverage for the owned commercial property and its contents, and commercial auto coverage for five vehicles primarily used for product deliveries. The business […]
Guy Gorodishtan – Builders Risk / Homeowners – Breckenridge, CO
This is an immediate builders risk opportunity for a new-construction single-family mountain home in the Quandary Village / Northstar Village area of Breckenridge. The prospect was directly contacted and confirmed the project is approximately 95% complete, with roughly 2–3 months remaining before the Certificate of Occupancy. Existing builders risk coverage is expiring, and replacement coverage […]
Benjamin Babb – Commercial Insurance (Fairplay, CO)
Prospect is seeking General Liability and Liquor Liability coverage for a newly acquired bar and grill located in Fairplay, Colorado. The business was recently purchased, operates as an LLC, has approximately six employees, and generates an estimated $350,000 in annual revenue. Coverage is needed as soon as possible, with a requested effective date of August […]
David Schwartz – Home, Auto & Umbrella (Castle Rock, CO)
This is a well-qualified new home construction opportunity for a primary residence in the Crystal Valley Summit neighborhood of Castle Rock. The prospect is purchasing a luxury Toll Brothers home that is currently under construction with completion expected in November 2026. The prospect is requesting home, auto and umbrella insurance quotes. Existing auto and umbrella […]
Tzsana Jones – Homeowners (Monument, CO)
The prospect called seeking a homeowners insurance quote, but the call dropped before the intake could be completed. The property address was confirmed, along with the preferred contact number. Based on the property, this appears to be a high value home. The prospect may be purchasing the home or could be looking for a homeowners […]
Joseph Sabia – Home & Auto (Castle Pines, CO)
This prospect is seeking a home and auto bundle for an owner-occupied single-family home in Castle Pines with a requested effective date of August 15. The household includes four vehicles, creating an exceptional multiline opportunity. Existing home and auto policies have already been imported, allowing underwriting to begin immediately. The prospect’s current annual premium is […]
Michelle Currie – Home & Auto Bundle
This is a very high-value, mostly quote-ready personal lines opportunity for a luxury residence in The Village at Castle Pines. The custom home is approximately 7,193 square feet of upscale living space, an estimated market value of approximately $2.67 million, and is complemented by a three-vehicle luxury auto household. The account presents an excellent opportunity […]
Aaron Bakken – Home (Castle Pines, CO)
This is a fully qualified homeowners prospect for a new home purchase in the Buffalo Ridge neighborhood of Castle Pines. The insured is under contract with a July 10, 2026, closing date and is seeking coverage for a luxury home valued at approximately $1.7 million. The home features a composite roof that was replaced in […]
Shae Johnston – Home & Auto (Castle Rock, CO)
This is a high-value homeowners and auto bundle opportunity for a recently purchased luxury primary residence in The Village at Castle Pines. The home was purchased with cash for approximately $3 million, and the owners are seeking coverage after learning that State Farm was unable to provide long-term placement because of E&S / wildfire underwriting […]
Letha Phillips – Homeowners (Castle Pines, CO)
The prospect is seeking a comprehensive home & auto bundle insurance for a primary residence purchase in the Amber Ridge neighborhood of Castle Pines and is interested in bundling homeowners and auto insurance. The prospect needs coverage placed on an expedited timeline with evidence of insurance required by tomorrow and is under contract with a […]