Anthony Ibanez – Home + Auto (Larkspur, CO)
Prospect is purchasing a primary residence in Woodmoor Mountain near Larkspur with a scheduled closing date of August 31 and is seeking a homeowners and auto bundle. The property is located in an elevated wildfire exposure area, making carrier selection an important part of the quoting process. The prospect has been responsive, completed the policy […]
Kaitlyn White – Auto (Larkspur, CO)
This is a directly qualified auto insurance opportunity for a Colorado resident transferring an existing auto policy from North Carolina. The prospect is seeking coverage for one vehicle and confirmed the correct spelling of the insured’s name. The prospect was responsive throughout the conversation and is interested in obtaining a new Colorado auto insurance policy.
Taylor Morgan Chapin – Commercial (CO)
The prospect is seeking a commercial auto policy for a solo concierge and pet care business based in the Larkspur area. They are replacing a personal auto policy with properly rated commercial coverage for a 2018 Toyota 4Runner used exclusively for business. The prospect has not obtained quotes from another agent and is looking for […]
Lawrence Lutz – Home & Auto Bundle (Larkspur, CO)
The prospect is seeking homeowners insurance for a primary residence in the Perry Park area of Larkspur and is also willing to bundle auto coverage to meet carrier underwriting requirements for the property’s wildfire exposure. Detailed underwriting information was collected including the primary insured’s full date of birth and driver’s license, the spouse’s full date […]
John Matasich – Home (Larkspur, CO)
The prospect is seeking a homeowners and auto bundle for an owner-occupied primary residence in Larkspur and is primarily motivated by reducing insurance costs. After the initial web intake, the prospect was further qualified via SMS, was highly responsive throughout the conversation and specifically requested a bundled quote. Full DOB and driver’s license information have […]
Donald Laws – Home & Auto Bundle (Larkspur, CO)
The prospect is seeking bundled home, auto and RV insurance coverage for an owner-occupied primary residence in Larkspur, Colorado with a requested effective date of June 20, 2026. The prospect is looking to lower costs. No competing quotes from other agents were indicated during intake. The risk profile reflects a long-term owner-occupied property with an […]
Collin Meek – Home & Auto Bundle (Larkspur, CO)
The prospect is seeking bundled homeowners and auto insurance coverage for a higher-value single-family home in Larkspur, Colorado with an estimated market value around $932,300. The prospect indicated prior difficulty obtaining homeowners coverage due to wildfire concerns and appears to be actively searching for replacement coverage following a recent cancellation or non-renewal situation. Existing auto […]
Josiah Waggoner – Commercial General Liability (Larkspur, CO)
The prospect is seeking a commercial general liability policy for a Colorado roofing operation with approximately $200,000 in annual revenue. The business operates as a project management model with 100% subcontracted roofing labor and no direct employees. Coverage requested includes a $2 million aggregate general liability policy with re-roofing operations included in coverage language. This […]
Shannon Williams – High Value Homeowners (Larkspur, CO)
The prospect is seeking preliminary insurance estimates for a potential future purchase of a high-value home currently listed for sale in Larkspur, Colorado at approximately $2.1M. The prospect is not yet under contract but is proactively evaluating insurance feasibility and estimated premium ranges before moving forward. If the purchase proceeds, this could develop into a […]
JILL TARVER – HOMEOWNERS INSURANCE (LARKSPUR, CO)
The prospect is an existing homeowner seeking a new homeowners insurance quote with the primary objective of saving money on current coverage. This property has a newer roof that was replaced in 2020. This is an owner-occupied primary residence located in an affluent area of Larkspur with an estimated home value around $1.2M. Requested effective […]