Condominium boards, managers, and management companies
Condominium Insurance Program Review
An independent analysis of an association's insurance program structure, limits, deductibles, exclusions, and valuation posture.
What the engagement covers
We review the property program, named insureds, valuation and appraisal posture, deductibles, wind and flood terms, liability, directors and officers, crime, equipment breakdown, excess layers, exclusions, sublimits, and governing-document considerations.
Typical work product
- Program overview suitable for board presentation
- Questions the board should have answered
- Documented decisions and open items
- Priority recommendations
How this engagement runs
- 1
Request and conflict review
We confirm independence before discussing details of the matter.
- 2
Scope and agreement
Scope, exclusions, fee basis, and timeline are documented in writing.
- 3
Information collection
A tracked request list is issued through the secure client portal.
- 4
Structured analysis
Review areas are worked through in order, with evidence recorded as we go.
- 5
Quality review
A documented checklist is completed before anything becomes final.
- 6
Presentation and follow-up
Findings are presented, and resolution is tracked in the portal.
Start a condominium insurance program review
Requests are reviewed for conflicts and scope before any engagement begins.