Plan your review
Start with what has changed at the property.
Organize the property facts and the decisions ahead. A renewal, acquisition, or change in management is a useful point to revisit the insurance file.
Have the working file ready.
- A current building and ownership schedule
- Policy declarations, forms, and endorsements
- The basis for building values and rental-income estimates
- Relevant lease, lender, and management-agreement insurance provisions
- Renewal timing and a list of recent property changes
Arrange a property conversation
Choose a time for an initial discussion about the building and the review you need. Scheduling is hosted by Cal.com.
Choose a meeting timeKeep policy documents and tenant records out of a general scheduling note. Ask for an appropriate transfer method before sharing files.