Josiah Masingale – Homeowners Insurance (Crestone, CO)
The prospect is seeking homeowners insurance with the primary objective of securing coverage for a property currently under contract, indicating urgency and a high likelihood to move forward with binding. No competing agents were indicated and the prospect provided clear intent along with solid initial details. The risk reflects a secondary residence with an LLC […]
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, […]
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 […]
Alex Diamond – Homeowners (Indian Hills, CO)
The prospect is seeking to transition from a builders risk policy to a standard homeowners policy as renovation of their secondary residence nears completion. The property was previously quoted with Northlight and another carrier but coverage had to be canceled during construction, and the prospect is now motivated to secure final homeowners coverage with a […]