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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