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 […]
Stuart Ashmore – Home & Auto Bundle (Colorado)
The prospect is seeking a bundled homeowners and auto insurance policy for a single-family primary residence with the primary goal of obtaining cheaper coverage than his current policy with Safeco, where he is paying approximately $4,800 for his existing policy. He is actively shopping and has already received this quote through another agent, creating a […]
Heather Lietz – (Grand Junction, CO)
This prospect is seeking a bundled home, auto and RV insurance package for a primary residence in Collbran, Colorado. The home features a metal roof installed in 2011 along with solar panels, and includes a second driver and RV exposure as part of the overall risk profile. The property appears to be owner-occupied with standard […]
Samuel Cohen – Home & Auto Insurance (Durango, Colorado)
The prospect is seeking a bundled homeowners and auto insurance quote for a triplex property where they occupy one unit. The request appears to be driven primarily by a desire to reduce current insurance costs. The prospect confirmed they currently have both homeowners and auto coverage in place, have not been non-renewed or canceled, and […]
Shannan Longley – Landlord Insurance (Colorado Springs, Colorado)
The prospect is seeking landlord insurance coverage for a condo that has recently transitioned from owner occupied to a rental property. This will be the prospect’s first landlord policy as no rental property insurance is currently in place. The prospect is also willing to bundle the landlord policy with home and auto insurance and has […]
Joshua Norton – Homeowners & Auto Insurance (Divide, CO)
The prospect is seeking homeowners and auto insurance coverage and is primarily motivated by the potential to reduce their current insurance costs. The prospect indicated they currently have both homeowners and auto coverage but are actively shopping for better pricing. No recent policy cancellation or non-renewal was reported and the prospect requested coverage to begin […]
Travis Taylor – Homeowners & Auto Bundle (Bailey, CO)
The prospect is seeking homeowners and auto insurance for a home currently under contract to purchase with coverage being arranged ahead of closing. The prospect requested a quote comparison that includes options both with and without wildfire coverage and indicated interest in bundling home and auto insurance together. The prospect shared that they previously received […]
Alec Lucas – Homeowners & Auto Bundle (Livermore, CO)
The prospect is seeking homeowners insurance for a primary residence located in a wildfire-exposed area after their previous policy with State Farm was cancelled shortly after closing due to wildfire underwriting restrictions. The prospect indicated they are actively looking for a homeowners policy that can accommodate wildfire zone exposure and requested a new policy to […]
Terry Spivey – Homeowners & Auto Bundle (Lake George, CO)
The prospect is seeking homeowners insurance for a property located in Lake George, Colorado and requires coverage to begin prior to closing as part of a home purchase. The prospect confirmed there is currently no active homeowners policy in place and that he has not yet obtained quotes from other insurance agents. The prospect also […]
Chad Halvarson – Home & Auto Bundle (Aurora, CO)
The prospect is seeking a comprehensive home and auto bundle review in Aurora with the primary objective of securing competitive pricing that supports a $1M umbrella policy. The prospect is requesting high underlying auto liability limits, evaluation of a single deductible option for hail events and consideration of a personal articles policy while ensuring proper […]