Scott Nelson – Condo & Umbrella (Vail, CO)
The prospect is purchasing a luxury condo located in The Wren at Vail, just steps from Vail Village, and is seeking both condo and umbrella insurance with a requested 09/01/2026 policy start date. The prospect provided complete contact information and indicated they have not obtained quotes from other agents. The Vail location, resort-community setting and […]
Troy Ison – Home & Auto Insurance (Castle Rock, CO)
The prospect is seeking bundled home, auto, umbrella and event liability insurance coverage for an owner-occupied primary residence in the Terrain / Castle Oaks area of Castle Rock, Colorado. The prospect is primarily shopping to explore potential savings opportunities while maintaining strong liability protection limits. Existing policy information was provided during intake including imported homeowners, […]
Curtis Orlowski – Homeowners & Umbrella (Castle Rock, CO)
The prospect is seeking homeowners and umbrella insurance coverage for an owner-occupied primary residence in Castle Rock with a requested July 1, 2026 effective date. Existing policies have already been imported for review. The prospect appears motivated to shop due to a significant homeowners renewal increase from approximately $5,032 to $6,847 annually and is seeking […]
Andrew Fillo – Umbrella Insurance
Prospect called looking for insurance but dropped. Confirmed over text they need umbrella insurance. Only name & number provided.
Samuel Ford – Home, Auto & Umbrella (Franktown, CO)
The prospect is seeking homeowners, auto, and umbrella insurance coverage for a home purchase in Franktown with a closing date of May 22, 2026. This appears to be a high-value bundle opportunity involving a property with a barn and additional structure exposure requiring adequate Coverage B consideration. The prospect expressed clear intent to bundle all […]
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. […]
Joshua Manweiler – Home, Auto & Umbrella (Lone Tree, CO)
The prospect is seeking bundled homeowners, auto and umbrella insurance coverage with the primary objective of re-quoting existing policies due to recent pricing changes, particularly with umbrella coverage. The prospect previously explored options but is now re-engaging and appears motivated to review updated pricing and move forward, with no competing agents indicated. The risk profile […]
RICHARD HOLLAND – Home / Auto / Umbrella (Castle Rock, CO)
The prospect is seeking bundled homeowners, auto and umbrella insurance with the primary objective of replacing existing coverage after receiving a high quote and exploring better options. The prospect confirmed active policies are in place, has fully imported their existing State Farm policies with a combined annual premium of approximately $6,734, and indicated they have […]
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 […]