Joshua Manweiler – Home, Auto & Umbrella (Lone Tree, CO)
The prospect is seeking bundled homeowners, auto and umbrella insurance coverage with the primary objective of re-quoting existing policies due to recent pricing changes, particularly with umbrella coverage. The prospect previously explored options but is now re-engaging and appears motivated to review updated pricing and move forward, with no competing agents indicated. The risk profile […]
Amanda Collier – Homeowners Insurance (Lone Tree, CO)
The prospect is seeking homeowners insurance for a home currently under contract in Lone Tree, demonstrating clear urgency to secure coverage. The prospect is willing to bundle home and auto, and has an existing auto policy with Progressive, though full declarations are pending. They are shopping for coverage with a requested effective date of April […]