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Kate Petree

Producer/Senior Account Specialist with Legacy Insurance Partners

 

Kate Petree represents Legacy Insurance Partners (LIP) as a Producer/Senior Account Specialist in Highlands Ranch, CO. LIP offers over 20 A and A+ rated carriers, which allows the insurance package to be custom built around each individual client and situation.

Kate Petree was raised in Colorado and has been in the insurance industry since 2014. She got her start in customer service with a large insurance company, working her way up to a senior retention specialist. Over the years, Kate has learned the ins and outs of all personal lines insurance and truly loves what she does! Helping clients understand their policies, save money, and educate them on their coverages is something she is passionate about with each of her clients and will cater to their specific needs.

Ideal Client

All new home buyers as this can already be a stressful time, so I will handle the insurance side for you! Also, those who have not reviewed their policies in a while and looking to either save money or get help finding any gaps in coverage.

Business Power Partners

Lenders, realtors, financial advisors, CPAs

Contact info

720-744-2402
kpetree@insuredbyLIP.com
Located in Highlands Ranch, CO

 

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SHE is more than a leads group - SHE Leads Group exists to support women in business development roles. SHE Members are women in business who appreciate the role many women have being a full-time caregiver to loved ones and advancing their full-time career or business. The letters “S H E” stand for Supporting Heart & Enterprise ®. Heart is our families, or anything near and dear and personal to us. Enterprise is our business or career. Members are expected to uphold the values and culture for which SHE stands. Every member of SHE Leads Group should desire to be a resource to each other. SHE Leads Group is more than just a leads group. We are a group of supportive women who truly want to help others in any way possible.