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 […]
Paul Aldana Home & Umbrella Lead – Single Family Homeowner (Elizabeth, CO)
This is a well-qualified homeowners insurance opportunity for a primary residence in the Independence neighborhood of Elizabeth. The prospect is looking to replace an existing homeowners policy to lower insurance costs while maintaining comparable coverage. Existing policies have been imported, the current homeowners premium is $2,570 per year, there have been no claims within the […]
Cameron Wilson – Homeowner Bundle (Centennial, CO)
The prospect is seeking bundled homeowners, auto and umbrella coverage for a newly purchased single-family home in the Dream House Acres neighborhood of Centennial. Their primary focus is securing comprehensive homeowners coverage that includes roof replacement cost protection, service line coverage and umbrella liability protection. Coverage is requested in conjunction with the June 23, 2026 […]
Daniel Decker – Homeowners, Auto, Umbrella, Flood (Highlands Ranch, CO)
The prospect recently renewed their insurance program in April and proactively contacted the agency after researching independent broker options. Rather than requesting immediate quotes, they are seeking guidance on the best time to begin shopping before renewal and are interested in reviewing homeowners, auto, flood/earthquake coverage, and a $4 million umbrella policy. The prospect voluntarily […]
John Arther – Umbrella Insurance (Castle Rock, CO)
The prospect is seeking expanded personal umbrella liability coverage and currently carries an existing umbrella policy with $1 million bodily injury and property damage limits plus $500,000 excess personal injury coverage. They own a primary residence in Castle Rock as well as an additional cabin property and are requesting quotes for both $3 million and […]