Stephanie Gray – Auto Insurance – Parker, CO
This Parker auto prospect called directly seeking coverage for a single vehicle and provided complete contact information, date of birth and driver’s license information during the intake process. The prospect currently does not have an active auto insurance policy and appears to have an immediate insurance need related to obtaining coverage for a rental vehicle.
Young T. Byun – Homeowners & Auto (Parker, CO)
The prospect is seeking bundled homeowners, auto and umbrella insurance coverage for an owner-occupied residence in Parker’s Bradbury Ranch neighborhood. Full existing policies were imported, showing current homeowners, auto and $1 million umbrella coverage with an estimated total existing premium of approximately $3,824 annually (likely increasing at renewal). The prospect was directly qualified through text […]
Melissa Fisher – Landlord Liability Insurance (Colorado)
The prospect is seeking landlord insurance coverage for a tenant-occupied single-family rental property after the prior policy lapsed. The prospect indicated this is the first agency contacted for replacement coverage and appears motivated to secure coverage quickly. During intake the prospect also expressed possible future interest in bundling additional policies and preferred phone communication for […]
Benjamin Parker – Home & Auto (Parker, CO)
The prospect is seeking bundled home and auto insurance coverage after noticing recent non-renewal activity affecting neighboring State Farm policyholders. The prospect stated they have maintained continuous insurance coverage with State Farm since 1992 and are proactively reviewing options before any potential disruption occurs. All existing homeowners and auto policy declarations were fully imported for […]
Robert Davis – Life Insurance (Parker, CO)
Life insurance prospect seeking affordable term life policies with current coverage of $550,000 expiring soon. Has health considerations including diabetes requiring specialized underwriting approach. Established Parker resident with complete contact information and clear coverage objectives. Ready to move forward with term life insurance replacement strategy addressing health factors and affordability requirements.
Sheron Ladue – Homeowners Insurance (Parker, CO)
The prospect is seeking homeowners insurance coverage for an owner-occupied single-family residence in Parker, Colorado. The property was described as well maintained with no recent claims or known exterior concerns. The prospect expressed interest in HO-3 or DP-3 policy options and no competing agents or outside quotes were indicated during intake. The home is currently […]
Tiffany Villagomez – Commercial (Parker, CO)
The prospect is seeking commercial insurance for a newly formed party and event rental business focused primarily on tables and chairs, with plans to gradually expand into additional rental inventory over time. This is a startup operation with no existing commercial policy, no competing agents indicated, and no prior business losses reported. The prospect appears […]
Jonathan Rapisarda – E&O & Cyber Liability (Parker, CO)
The prospect is seeking E&O and cyber liability coverage for an AI/technology business that handles healthcare data. This is a new business policy opportunity with no current coverage in place, creating a clean slate for structuring the account. The caller is engaged and requested follow-up from a specialist, showing clear intent to move forward. The […]
Eric Igel – Commercial (Parker, CO)
The prospect is seeking general liability coverage for a power washing business with the primary objective of establishing comprehensive commercial insurance. The request includes $1,000,000 per occurrence and $1,000,000 aggregate coverage limits for mobile power washing operations. No existing commercial coverage is in place, representing a new business opportunity with immediate coverage needs indicated. The […]
Adam Gilman – Commercial Insurance (Parker, CO)
The prospect is seeking commercial insurance coverage including General Liability, commercial auto and tools coverage for a newly established trade business, with the primary goal of securing compliant and cost-effective coverage to satisfy licensing requirements, client expectations and operational risks. The prospect is actively shopping and has received quotes from other agents, indicating price sensitivity […]