Camille Hankins Homeowners Auto & umbrella (Englewood, CO)
Established personal-lines household seeking coverage for a portfolio centered around a primary residence in the Cherry Creek Vista neighborhood of Englewood. The account includes the primary home, two vehicles, a personal umbrella and personal articles coverage, representing approximately $6,734 in total annual premium for the Englewood portfolio. The prospect recently completed a full roof replacement […]
Nicole Pena (Landlord Liability) Castle Rock, CO
This is a landlord insurance opportunity for a newer rental property in the Terrain neighborhood of Castle Rock. The prospect is converting the property from an owner-occupied homeowners exposure to a tenant-occupied rental and is looking for strong coverage at a competitive price. Existing policies have been imported, giving the quoting agent detailed current coverage […]
Barbara Clausen – Landlord Policy (CO)
Prospect is seeking a landlord (dwelling fire/rental property) insurance quote for a tenant-occupied rental property in the Castle Pines North neighborhood of Castle Pines. The property is professionally managed, and the prospect is looking to replace their current policy after a significant premium increase from their existing carrier. The owner resides out of state and […]
Rich Virgil – Home & Auto Bundle (Brighton, CO)
This prospect was previously unable to be reached after initially requesting insurance assistance but has since confirmed he is still interested in moving forward with a quote. His primary objective is obtaining a $2,000,000 Personal Umbrella policy to provide additional liability protection due to ownership of multiple rental properties in Kansas City, Missouri that are […]
Balu Natarajan – Commercial Landlord Property (Aurora, CO)
The prospect is seeking landlord liability insurance for an existing rental property after initially calling the agency but disconnecting before completing the intake. The prospect was subsequently qualified through SMS and email follow-up, responded with the requested information and provided existing landlord policy documents for review, making this a substantially qualified replacement opportunity. The property […]
Cheyenne Watson – Investor Portfolio (Parker, CO)
Well-qualified home & auto & landlord portfolio opportunity qualified over email. The prospect provided their driver’s license, date of birth, and all existing policy documents, which have been imported into the portal, making this a mostly quote-ready opportunity with minimal follow-up required. Current portfolio includes one owner-occupied home, three rental properties, and an auto policy […]
Jamie Sutherland – Landlord (Cripple Creek, CO)
The prospect is under contract to purchase a four-unit landlord property in downtown Cripple Creek and is seeking a new landlord insurance policy effective 06/23/2026. The property is currently occupied, professionally managed, and the prospect is specifically requesting coverage for loss of rental income and premises liability protection. The roof was replaced in 2025 due […]
Melissa Fisher – Landlord Liability Insurance (Colorado)
The prospect is seeking landlord insurance coverage for a tenant-occupied single-family rental property after the prior policy lapsed. The prospect indicated this is the first agency contacted for replacement coverage and appears motivated to secure coverage quickly. During intake the prospect also expressed possible future interest in bundling additional policies and preferred phone communication for […]
Michael Starzer – Home, Auto, Landlord & Umbrella (Castle Rock / Glenwood Springs, CO)
The prospect is seeking a full rewrite of an existing multi-policy State Farm account with a requested start date of 6/1/2026. The main goal is to improve coverage while also exploring potential cost savings. This is a high value bundled opportunity that includes three homes, one rental property, three autos and a $5M umbrella policy. […]
Dusti Mogren – Home, Auto & Landlord (Castle Rock, CO)
The prospect is seeking home, auto, and landlord insurance coverage with the primary objective of restructuring their current policies and increasing liability limits across all exposures. This is a strong bundle opportunity centered around a primary residence in Castle Rock, paired with a rental property in Gunnison and a vehicle policy for a household member. […]