Propose and bind coverage, service your client portfolios, and view commission reports.
Customize, then download or share pre-built marketing templates to assist in your sales and marketing efforts.
Fill out this form to report an incident on behalf of your client to begin the claims process.
The weather is warming up and now is great time to help your clients prepare for upcoming risks that come with spring weather. It may be surprising how much advance planning is necessary. Thunderstorms, flooding and tornadoes are approaching, so how can you relay the importance of this preparedness to your investors and clients?
Use these downloadable resources to provide valuable tools to your real estate investor clients.
Investors can use this log for each of their properties to track when smoke detectors are checked to be sure they are in operable condition and batteries replaced. This should be done at least twice per year.
Investors can use this checklist as part of their annual maintenance practice to identify and make a plan to repair potential risks of property damage or liability exposures at their properties.