Thomas Bennie – Homeowners, Auto & Personal Liability (Larkspur, CO)
The prospect is seeking homeowners and auto insurance coverage with the primary objective of reducing current premiums with Allstate, expressing skepticism about potential savings but willingness to explore options ahead of a June 1st policy renewal date. The caller provided complete contact information, demographics, and property details during a comprehensive phone intake. They also imported […]
Kimberly Davis – Nonprofit D&O (Larkspur, CO)
The prospect is seeking commercial insurance coverage for a nonprofit organization with the primary objective of improving and expanding an existing policy that does not adequately address nonprofit-related exposures. The request includes multiple coverage lines such as general liability, property, volunteer-related auto, cyber, fidelity crime, volunteer liability, and directors and officers coverage. The prospect is […]