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 […]

Patrick Kennedy – Home & Auto (Elizabeth, CO)

This is a homeowners + auto opportunity for a home buyer under contract in the Pine Ridge area of Elizabeth. The property is a single-family home on nearly 3 acres in Elbert County. The prospect is purchasing the home with a September 9, 2026 closing date and needs homeowners coverage for the purchase. The home […]

Sierra Hiner – Commercial (Colorado Springs, CO)

This is a new Colorado Springs preschool/daycare commercial insurance opportunity with a requested coverage start date of September 25, 2026 ahead of a planned September 28 opening. The business is a newly formed LLC operating from a leased single-family residence under a lease-to-own arrangement. The CDEC licensing application is currently in process. The prospect was […]

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 […]

Matthew Pruitt – Auto (Sedalia, CO)

Prospect called directly requesting an auto insurance quote for a single vehicle and was directly qualified by phone. The prospect is currently uninsured, has had no claims within the past five years, is seeking immediate coverage, and indicated this is the first time shopping for auto insurance. Contact information and the property address were provided. […]

Cindy Tran – Auto Insurance

This is a well-qualified personal auto opportunity for a driver in Aurora seeking a standalone auto policy. The prospect is looking to transition from a parents’ policy to an individual policy and is seeking guidance on selecting the right level of coverage. Coverage is requested to begin August 12, 2026. All insured information, including DOB […]

Kaitlyn White – Auto (Larkspur, CO)

This is a directly qualified auto insurance opportunity for a Colorado resident transferring an existing auto policy from North Carolina. The prospect is seeking coverage for one vehicle and confirmed the correct spelling of the insured’s name. The prospect was responsive throughout the conversation and is interested in obtaining a new Colorado auto insurance policy.

Kris Jennings – Standalone Auto (Castle Rock, CO)

This is a highly motivated auto insurance prospect seeking immediate coverage for a newly purchased vehicle so they can get back on the road for work. The prospect is requesting a replacement auto insurance quote and is looking to bind coverage as soon as possible. All insured information has been provided, including DOB, Colorado driver’s […]

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 […]