Industry
Property Management
Trust accounting, professional exposure, and keeping an association board out of trouble.
Property managers hold other people’s money and make decisions about other people’s buildings. Put those two together and you get a trust-accounting obligation plus a professional liability exposure that most off-the-shelf commercial policies simply do not touch.
We handle the accounting discipline around owner funds and deposits, the professional and fidelity cover the job needs, and the compliance side of fair housing and habitability.
Services for Property Management
The work that comes up most often in this sector, grouped by discipline.
Accounting
All Accounting →Risk & Compliance
All Risk & Compliance →Insurance
All Insurance →Property Management Insurance
For managing agents, where the professional exposure matters as much as the property.
Read moreHOA / Community Association Insurance
Protecting the board, the common areas and the governing documents.
Read moreProfessional Liability / E&O
When the claim is about your advice, not your premises.
Read moreDirectors & Officers
Personal protection for the people making the calls.
Read moreEmployment Practices Liability
The claims that come with being an employer.
Read moreProperty Management
We already know what usually matters in property management.
Trust accounting, professional exposure, and keeping an association board out of trouble.