Dustin Fletcher – Health & Pet Insurance (Lakewood, CO)
The prospect is located in Lakewood and is looking for both health insurance and pet insurance. Their current Marketplace health insurance policy is being discontinued at the end of the calendar year, creating a clear upcoming coverage need. The prospect is not currently working with another insurance agent and is seeking assistance reviewing replacement health […]
Edith Guzman Yanes – Condo Insurance (Lakewood, CO)
The prospect is seeking condo (HO6) insurance for a recently purchased property, with the primary goal of securing interior coverage while the HOA master policy covers the exterior. This is a new purchase-driven request with a defined need for coverage and no competing quotes from other agents indicated. The prospect has also imported their existing […]
David Peters – Commercial General Liability (Lakewood, CO)
The prospect is seeking a commercial general liability policy for an existing business and is requesting a quote to review and potentially replace current coverage. The inquiry appears to be a straightforward remarket of an active policy with standard limits requested and a near-term effective date. The prospect confirmed no interest in bundling additional personal […]