Insurance Coverage Review

Portfolio-wide insurance audit to ensure umbrella coverage, workers' comp, and policy alignment across all entities.

How Insurance Review Works

The insurance sections span both checklists. The per-property checklist verifies individual property coverage, while the general checklist reviews your portfolio-wide insurance strategy.

  • Per-property: landlord policy, $1M+ liability, umbrella, flood, named insured
  • Portfolio-wide: umbrella policy, workers' comp, cyber liability, broker relationship
  • Annual audit scheduling to review all policies systematically
  • Tips explain coverage levels and common gaps

Why Insurance Audits Matter

Insurance gaps are one of the most common asset protection failures. A single uncovered claim can cost more than years of premiums. Regular audits catch gaps before they become liabilities.

  • Mismatched names between deeds and policies cause claim denials
  • Umbrella policies must list every entity and property as additional insured
  • Flood insurance is often overlooked but may be legally required

Sample Output

See what this feature calculates for you.

Insurance Coverage Review
Per-Property Insurance 7 items
Portfolio Insurance 6 items
Coverage Verification Annual
Audit Scheduling Built-in

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