Insurance Guidance

Insurance is a vital part of your association’s risk management strategy.

We help your board understand, maintain, and optimize coverage across all essential policy types, ensuring your community is protected and prepared.

• General Liability – Covers injuries or damage in common areas
• Directors & Officers (D&O) – Protects board members from legal claims
• Fidelity – Guards against financial crimes like embezzlement
• Property Insurance – Covers damage from fire, storms, and more

In conjunction with your association’s licenses insurance agent, we support:

• Uploading current policies to your web portal
• Assisting with policy reviews and quote requests
• Maintaining proper insurance for our team
• Listing our company as an additional insured
• Coordinating claims when needed (fees may apply)
• Advising on best practices like early claim reporting

In addition to your licensed Community Association Manager (CAM), your board is backed by a knowledgeable insurance support team:

• Association Accounting Controller & Team Lead – Ensures financial alignment with insurance needs
• Association Insurance Specialist – Coordinates policies, claims, and compliance

This team ensures your board has the insight and support to make informed insurance decisions that protect your community’s people, property, and peace of mind.