Ryan Laterza – Homeowners & Auto Bundle Insurance (Evergreen, CO)
The prospect is seeking homeowners insurance coverage for a newly purchased owner-occupied luxury home in Evergreen, Colorado with an expected closing date of June 5, 2026. The opportunity appears directly tied to the active home purchase process, and the prospect requested quote completion by approximately May 20, 2026. The prospect expressed frustration that he has […]
DEANNA BEESLEY – Vacation Rental (Evergreen, CO)
The prospect is seeking landlord insurance coverage for a single-family vacation rental property. Prospect noted that the key issue is that Clear Creek County requires short-term rental insurance with specific wording in the proof of coverage letter, and the current Travelers policy is unable to meet those requirements. Existing Travelers homeowners policies were successfully imported, […]
Richard Kim – Home & Auto – Evergreen
This is a motivated new home purchase for a high-value single-family property in Evergreen that is currently under contract with coverage needed at closing. The prospect was directly qualified via an SMS conversation and has been responsive throughout the intake process. The home has a stone-coated steel roof installed in 2003 and completed fire mitigation […]