Our Services


For Portfolio Managers . . .
Property Damage from Water, Fire, or Smoke?
Insurance Claim Resolution
Making these determinations quickly assures that the correct party and insurance company are put on notice. And, of their responsibility to cover the expense of the loss. As we see it, we mutually owe a fiduciary duty to your client to see that they and their insurer only pay for losses that were rightly theirs. By viewing losses in this manner your client will avoid the dreaded non-renewal as the result of too many claims. Or watch helplessly as their deductible for water losses goes from $5,000 to $25,000 or $50,000 or some hybrid.
Be the hero to your board, as many managers have been, by having us handle the claim on behalf of our mutual client. In the process you will save them from losing coverage, paying higher premiums or deductibles. We are here to help you shine in the eyes of your client even more than you already do!
Capital Improvement or Repair
Whether it is addressing concrete spalling, painting of the building exterior or interior, waterproofing or carpeting of the common areas we have you covered. The same is true whether theirs is a full replacement project such as the buildings main electric panel, replacing old water supply or drain lines, roof renewal or upgrading the old or failed windows.
Construction Defect (Pre/Post-Settlement)?
Deferred Maintenance?
Having served in the roles of insurance agent, claims adjuster, board member, portfolio manager, member and landlord, we know with certainty that our efforts will provide you and your employer valuable protections from claims that “management” erred or “should be fired”.
Whatever your need, we are here to help you through the project with as little angst as possible. In short, we take on the stress of dealing with the many facets of the project, personalities and politics.

For Property Managers . . .
Property Damage from Water, Fire, or Smoke?
Insurance Claim Resolution
What sets us apart is that we excel at determining what failed thereby resulting in property damage as well as identifying who was responsible to maintain that which failed. Making these determinations quickly assures that the correct party and insurance company are put on notice. And, of their responsibility to cover the expense of the loss. As we see it, we mutually owe a fiduciary duty to your client to see that they and their insurer only pay for losses that were rightly theirs. By viewing losses in this manner your client will avoid the dreaded non-renewal as the result of too many claims. Or watch helplessly as their deductible for water losses goes from $5,000 to $25,000 or $50,000 or some hybrid.
Be the hero to your board, as many managers have been, by having us handle the claim on behalf of our mutual client. In the process you will save them from losing coverage, paying higher premiums or deductibles. We are here to help you shine in the eyes of your client even more than you already do!
Capital Improvement or Repair
If so, we are here to help you avoid this risk, and gently persuade the property owner why turning such projects over to an experienced project manager is in their best interest.
Whether it is addressing concrete spalling, painting of the building exterior or interior, waterproofing or carpeting of the common areas we have you covered. The same is true whether theirs is a full replacement project such as the buildings main electric panel, old water supply or drain lines, roof replacement or upgrading the old or failed windows.
Construction Defect?
Deferred Maintenance?
Having served in the roles of property owner, insurance agent, claims adjuster, board member, portfolio manager, member and landlord, we know with certainty that our efforts will provide you and your employer valuable protections from claims that “management” erred or “should be fired”.
Whatever your need, we are here to help you through the project with as little angst as possible. In short, we take on the stress of dealing with the many facets of the project, personalities and any political headwind.

For Insurers, Brokers & Adjusters . . .
Property Damage from Water, Fire, or Smoke?
Insurance Claim Resolution
If so, let us explain to the property owner and party deemed responsible the reasons why they should consider their options. And, explain the harm to them be it an increase in premium, raised deductible or non-renewal. As well as the importance of pursuing coverage against the errant third-party be it member, tenant or vendor. Our intervention has allowed insurers of HOA’s and OA’s paying for a loss that was really not the associations responsibility then being blocked due to the Waiver of Subrogation clause.
What sets us apart from our competitors is our superior ability to determine what failed, thereby resulting in property damage, and identifying who was responsible to maintain that which failed. Making these determinations quickly assures that the correct party and insurance company are put on notice of their responsibility to make the property owner whole. If we are engaged by the insurer to project manage re-mediation, abatement and restoration of the common area, we believe that we owe a fiduciary duty to see that you are only paying for a loss that is rightfully yours to cover. By analyzing losses in this manner, we will help you avoid paying for something caused when an errant owner or tenant left the bathtub filling unattended or failed to maintain what they had a duty to maintain (wax rings, angle stop, waste overflow). In turn, you will not need to deal with the negative impact of non-renewing a client who filed too many claims. Or with the blow-back associated with raising the insureds deductible from $5,000 to $25,000 or $50,000.
Save yourself or your staff time by engaging us explain to the property owner, board of directors or management company, why for losses caused by third-parties negligence or failure to maintain, it is better for property owner to pursue coverage via a third-party liability claim.
Having been a licensed insurance agent and claims adjuster for decades, and serving as a board member, portfolio manager and property manager for 26 years, we understand first-hand the importance of explaining why the association or property owner should not simply cover all losses. And, with this vast experience we understand precisely what triggers a “Waiver of Subrogation” defense. Thus, we are here to guide your insured with the lawful way and financial reason they can avoid allowing that defense.
Whatever your need, we are here to help you through this claim with as little angst as possible. In short, we take on the stress of dealing with the many personalities or claimants involved in any given loss.
Please ask what we might be able to do for you.
Ask what we can do for you