Please provide an entry for all required fields (*).
How did you hear about us? *
YOUR INFORMATION
Your Name *
Your Email *
Your Telephone *
How do you prefer we contact you?
EmailTelephone
Need-by Date? (If not specified, please expect a turn-around time of 10 business days.)
PROPERTY INFORMATION
Name of Association *
Property Address *
# of Units *
Mailing Address
c/o Name: (Company or Individual)
c/o Address:
Please provide a copy of the Association's current ANNUAL BUDGET *
Are you able to send us a copy of the CC&Rs?
Please provide a brief description that includes the year built and (approx.) square footage of any/all buildings belonging to the Association *
Are you able to provide a copy of a PLOT MAP/SITE PLAN?
Is the Association responsible for maintaining:
STREETS (miles)
OPEN SPACE (i.e. slopes or other areas NOT designated for foot traffic)
GREEN BELT (i.e. parks or lawns intended for foot traffic)
INSURANCE INFORMATION
Can you provide us with a current copy of ONE of the following documents that indicate the current carrier, renewal date, limit, and deductible:
Certificate
Insurance Disclosure
Policy Declarations
In the last 3 years, has the association filed any claims/losses? Please indicate any details that may be helpful (brief narrative of what happened and any measures the Association has taken to prevent recurrence).
Can you attach a copy of the loss history report? (If you are unable to attach a copy of the loss history report at this time, please request a loss history report from your current agent or broker and we will follow up with you for this document.)
Earthquake insurance is our core specialty, representing the majority of our book of business, so we’d be honored to provide you with a quote and/or prepare a no-hassle, no-obligation coverage review for a quote or policy you have already obtained.
c/o Name (Company or Individual):
Are you able to provide a copy of the Association's most recent RESERVE STUDY?
Does your Association maintain EQ insurance?*
YesNo
If EQ exists, can you provide us with a current copy of ONE of the following documents that indicate the current carrier, renewal date, limit, and deductible
Please provide a copy of the Association's current ANNUAL BUDGET*
What type of coverage are you needing to quote for this property?
Property/FireGeneral LiabilityWorkers' CompDirectors & Officers LiabilityUmbrellaCrime/Fidelity BondCyber Liability/Data BreachFlood