Management services
Property manager professional liability: a practical renewal file
Prepare a professional liability discussion around current property-management services, contracts, and reporting terms.
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Insurance guides for the work behind property management.
Practical reading for property owners and managers preparing a submission, reviewing a contract, or comparing policy terms.
Client funds
Client funds and commercial crime: questions property managers should document
Organize client-funds records and commercial-crime questions around payment controls and the funds actually handled.
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Property values
Commercial property values for real estate owners: records to review before renewal
Prepare commercial-property value, location, and construction records for a real-estate insurance review.
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Contract documentation
Certificates of insurance for management agreements: what to compare before sending one
Use a repeatable review for property-management certificate requests, requested endorsements, and agreement language.
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Renewal planning
A property-management renewal calendar that captures operational changes
Create a renewal calendar for property-management operations, contracts, values, client funds, and policy documents.
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Property perils
Earthquake and flood questions for a commercial property insurance review
Prepare location and property records for focused earthquake and flood insurance questions.
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Insured entities
Owner and manager insurance: how to separate the entities and responsibilities
Map ownership, management, and contractual roles for an insurance discussion involving commercial real estate.
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Vendor coordination
Property manager contractor records: the insurance questions to raise before work starts
Organize contractor scopes, certificates, and property-management records for a focused insurance review.
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Payment controls
Fraudulent payment instructions: a property manager’s documentation checklist
Use a post-incident documentation checklist for suspected fraudulent payment instructions in property management.
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Proposal review
How property owners can compare commercial insurance proposals beyond premium
Compare commercial-property proposals using a property baseline, policy forms, endorsements, and decision record.
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