Jason Garcia – Auto (Castle Rock, CO)
The prospect is seeking auto insurance with the primary objective of securing coverage for a recreational vehicle recently relocated from family property to the local area. The vehicle was previously covered under a ranch insurance policy and represents a non-daily driver situation with seasonal or occasional use patterns. The coverage gap of approximately two months […]
Stuart Ashmore – Home & Auto Bundle (Colorado)
The prospect is seeking a bundled homeowners and auto insurance policy for a single-family primary residence with the primary goal of obtaining cheaper coverage than his current policy with Safeco, where he is paying approximately $4,800 for his existing policy. He is actively shopping and has already received this quote through another agent, creating a […]
Roger Maynard – General Liability Insurance (Elizabeth, CO)
The prospect is seeking a commercial general liability policy for his concrete flatwork business. The primary goal is to obtain pricing for liability coverage with requested limits of $1,000,000 per occurrence and $2,000,000 aggregate. The prospect currently carries an existing commercial insurance policy but is shopping for pricing comparison and requested a straightforward quote. The […]