Robert Keenan – Homeowners (Aurora, CO)
This prospect is seeking condo insurance for an owner-occupied primary residence in Aurora, Colorado. The prospect recently moved into the property and is looking to secure a new policy immediately. During the intake, the prospect provided full contact information, date of birth, driver’s license information, desired personal property coverage limits, and coverage preferences. The prospect […]
Yvonne Kuma (or Charles Court) – Commercial General Liability, Workers Comp & A&M (Commerce City, CO)
The prospect is seeking commercial insurance coverage for a newly established residential developmental disability childcare facility in Aurora, Colorado with operations expected to begin around July 2026. The business will provide overnight residential care services for children ages 6–17 and is requesting general liability, workers compensation and abuse & molestation coverage. The prospect appears motivated […]
Gina Bramlett – Commercial (Denver, CO)
Prospect is a glass installation company requesting a return phone call to discuss coverage options.
Derek Bowers – Commercial General Liability (Aurora, CO)
The prospect is seeking commercial general liability insurance for a water damage restoration business, with the primary objective of securing coverage quickly while exploring potential cost savings. The prospect currently has an active policy but is shopping for alternative options, with no competing quotes from other agents indicated and a requested effective date of immediate […]
Veronica Johnson – Workers Compensation (Aurora, CO)
The prospect is seeking workers compensation coverage for a newly established business and is preparing to begin operations. The prospect indicated the policy is needed to support business launch and requested a start date of April 1, 2026. A prior quote has already been obtained through another agent and the prospect is currently evaluating options […]
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 […]
David “Dave” Holdcraft – Auto & Renters Bundle (Aurora, CO)
The prospect is seeking an Auto and Renters bundle for a primary residence located in Aurora, Colorado. He currently carries both auto and renters coverage with GEICO at approximately $2,000 annually and is actively shopping to reduce premium. He provided full underwriting details during intake. Single driver, single vehicle exposure with no spouse or additional […]