Robert Lester – Home & Auto Bundle (Colorado Springs, CO)
The prospect is seeking replacement homeowners coverage for a primary residence in the Rosholt Retreat area of Colorado Springs after receiving notice that their existing Amica policy will be non-renewed. The prospect has maintained coverage with Amica since 2000 and is quote ready with a requested effective date of 06/30/2026. All insured DOBs and driver’s […]
Steven White – Special Event (Colorado Springs, CO)
This prospect is seeking special event insurance for a large outdoor festival in Colorado Springs. The event is expected to attract approximately 4,000 attendees and will be open to the general public. Alcohol will be served through a licensed vendor, outside vendors will participate, and the prospect provided complete event location, contact, and underwriting information […]
Martina Duran – Commercial (Colorado Springs, CO)
The prospect is seeking commercial insurance coverage for a tattoo business operating from a leased retail space in Colorado Springs, specifically requesting general liability and property coverage with $1,000,000 limits. This is the first time the business has shopped for commercial insurance, and no competing agents or existing quotes were indicated during intake. Coverage is […]
Deanna Martin – Auto & Home (Colorado Springs, CO)
The prospect is seeking both homeowners and auto insurance coverage for a property in the Gleneagle area of Colorado Springs. They are looking to review bundled coverage options for their home and vehicles and have provided complete contact information to begin the quoting process. The home recently received a new asphalt shingle roof in 2025 […]
David Gibson – Homeowners Insurance (Colorado Springs)
The prospect is seeking homeowners insurance coverage for an owner-occupied single-family residence in Colorado Springs and appears to be reviewing renewal positioning and overall policy value rather than addressing an active cancellation or lapse concern. Existing homeowners coverage has already been imported for review. The prospect initially requested standalone homeowners coverage but may still be […]
Abdul Kadir Kirvan – Commercial General Liability & Umbrella (Colorado Springs, CO)
Prospect is seeking commercial general liability and umbrella coverage for a retail tobacco store in Colorado Springs. The business operates from a retail storefront, has no offsite work, no subcontractors and reported approximately $3,000,000 in annual revenue. The requested coverage is $1,000,000 / $2,000,000 general liability with a $3,000,000 umbrella. This is the prospect’s first […]
Jeremy Matyas – Motorcycle (Colorado Springs, CO)
The prospect is seeking motorcycle insurance coverage with the primary objective of complying with Colorado state requirements and protecting his motorcycle asset. Initial contact via web form submission indicates engaged participation in the insurance acquisition process with comprehensive personal information provided including birth date, driver license, and contact preferences. The risk profile reflects a mature […]
Ernest Stern – Auto Insurance (Colorado Springs, CO)
The prospect is seeking auto insurance coverage for their vehicle in Colorado Springs. This appears to be a replacement scenario with the prospect looking to secure coverage for their current vehicle. The prospect has provided complete driver information and appears motivated to secure coverage. The risk reflects a mature driver with established Colorado residency in […]
Melody Pautzke – Event Liability (Colorado Springs, CO)
Professional event liability insurance prospect seeking coverage for a Colorado Springs property event.
Brian Clark – Homeowners Insurance (Colorado Springs, CO)
The prospect is seeking homeowners insurance coverage because they are not happy with their current insurance provider and want to explore better options. This is an active replacement scenario with no prior shopping activity indicated and a first-time engagement with an agent. The prospect currently carries an existing homeowners policy with an annual premium of […]