Christina Arsenault – Homeowners & Auto Insurance (Franktown, CO)
The prospect is seeking homeowners insurance coverage with a strong focus on wildfire protection, primarily driven by dissatisfaction with their current agent rather than any non-renewal situation. They are currently insured with a standard carrier and are proactively exploring better service and guidance, indicating strong intent and good premium potential. The property is an owner-occupied […]
Alexander Ignath – Condo Insurance (Snowmass Village, CO)
The prospect is seeking condo insurance coverage to replace an existing policy that is being dropped by the current carrier, with the objective of securing replacement coverage prior to an upcoming firm effective date. The situation reflects a time-sensitive replacement opportunity with clear motivation to bind coverage due to carrier non-renewal. The property is a […]
Wendy Ihly – Homeowners & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled homeowners and auto insurance coverage in connection with the purchase of a new primary residence, with the objective of securing coverage prior to closing and exploring bundling options with an existing auto policy. The prospect does not currently have a homeowners policy in place and appears motivated to move forward, […]
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 […]
Edith Guzman Yanes – Condo Insurance (Lakewood, CO)
The prospect is seeking condo (HO6) insurance for a recently purchased property, with the primary goal of securing interior coverage while the HOA master policy covers the exterior. This is a new purchase-driven request with a defined need for coverage and no competing quotes from other agents indicated. The prospect has also imported their existing […]
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 […]
Colton Hugo – Home & Auto Insurance (Akron, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a primary residence currently under contract, with coverage needed in preparation for closing. This represents a new purchase scenario rather than a policy replacement, and no competing agents or quotes were indicated. The property is an owner-occupied single-family home with a favorable underwriting profile, […]
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 […]
Eric Batte – Homeowners Insurance (Durango, CO)
The prospect is seeking homeowners insurance coverage for a replacement policy with an upcoming renewal effective date of May 5, 2026. The prospect came in via direct email and provided a highly detailed quote request file with complete coverage specifications and supporting documentation, and is actively shopping for competitive quotes from admitted carriers with no […]