We understand that your condominium association’s insurance renewal process can be confusing and time-consuming. We make it as easy as possible for you by following the same thorough “Condominium Association Process” with all associations we insure.

Association Proposal (SAMPLE)

New Board Member Onboarding Guide

We work with many property managers – answering coverage questions and providing competitive insurance proposals to you for the associations you manage. We value your time and can provide you with a proposal with minimal information. In order to provide you with a competitive proposal for your upcoming renewal we will need the following:

1.  Current 5 years of loss runs from your current insurance company. Request for Loss Runs (Download)

2.  A copy of your current budget and balance sheet including reserves

3.  Association documents (By-Laws/Covenants)

4.  Declaration pages for your current policies or a certificate of insurance showing your current limits and deductibles

5.  Building Improvements (major repair or replacement) of each of the following:
- Roofing Year
- Electrical Year
- Plumbing Year
- HVAC Year

6.  A statement as to how many rentals there are

7.  Board President's:
- Name
- Phone#
- Email

8.  FEIN (Federal Employer Identification Number)

9.  Questionnaires (only as necessary):
a. Condominium Association Basic Questionnaire (Download)
b. High Rise Questionnaire (Download)
c. Special Amenity Questionnaires

We make it easy for you to offer your associations the professional insurance service they deserve, and you demand from the business partners you refer.

We provide all associations we insure with an “Association & Unit Owner Policies (SAMPLE)” letter stating what the association is covering and what the unit owner should be covering.