Anne Marie Robinson – Homeowners (Sedalia, CO)
The prospect is seeking homeowners insurance for a newly purchased property in Sedalia, Colorado, with a closing date of April 29, 2026. They are price shopping to find the best deal and have a quote from USAA for $3,361.37 per year. The prospect is not interested in bundling policies at this time. They recently had […]
Mark Grunder – Homeowners (Castle Rock, CO)
The prospect is seeking homeowners insurance coverage for a primary residence currently under contract, with the objective of securing coverage in connection with the home purchase. No competing quotes from other agents were indicated, and the prospect appears prepared to move forward within a defined timeline. The property is a single-family home featuring a newly […]
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 […]
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 […]
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, […]
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 […]
Andre Vorbrodt – Builder’s Risk / Construction Insurance (Del Norte, CO)
The prospect is seeking builder’s risk or construction-related insurance coverage for a new small cabin being built in Del Norte, Colorado, with the intent to transition to a homeowners policy upon completion and is also interested in securing homeowners coverage if builder’s risk can first be obtained. The prospect does not currently have an active […]