Robert Truscheit – Homeowners (Vail, CO)
The prospect is seeking homeowners insurance for a high-value property in the East Vail area near the Bighorn Road and Gore Creek corridor. The prospect was directly qualified via phone call and owns the property as a second residence while residing out of state. The prospect expressed dissatisfaction with the current State Farm relationship and […]
Scott Nelson – Condo & Umbrella (Vail, CO)
The prospect is purchasing a luxury condo located in The Wren at Vail, just steps from Vail Village, and is seeking both condo and umbrella insurance with a requested 09/01/2026 policy start date. The prospect provided complete contact information and indicated they have not obtained quotes from other agents. The Vail location, resort-community setting and […]
Jeffrey Muench – Secondary Market
Prospect called about insuring properties in Vail. Caller ID name provided and phone number.