Planned Development2018-05-18T12:35:35-07:00

Get a Quote – Planned Development

Please provide an entry for all required fields (*).

Package

    How did you hear about us? *

    YOUR INFORMATION

    Your Name *

    Your Email *

    Your Telephone *

    How do you prefer we contact you?

    Need-by Date? (If not specified, please expect a turn-around time of 10 business days.)

    PROPERTY INFORMATION

    Name of Association *

    Property Address *

    # of Units *

    Mailing Address

    c/o Name: (Company or Individual)

    c/o Address:

    Please provide a copy of the Association's current ANNUAL BUDGET *

    Are you able to send us a copy of the CC&Rs?

    Please provide a brief description that includes the year built and (approx.) square footage of any/all buildings belonging to the Association *

    Are you able to provide a copy of a PLOT MAP/SITE PLAN?

    Is the Association responsible for maintaining:

    STREETS (miles)

    OPEN SPACE (i.e. slopes or other areas NOT designated for foot traffic)

    GREEN BELT (i.e. parks or lawns intended for foot traffic)

    INSURANCE INFORMATION

    Can you provide us with a current copy of ONE of the following documents that indicate the current carrier, renewal date, limit, and deductible:

    • Certificate

    • Insurance Disclosure

    • Policy Declarations

    In the last 3 years, has the association filed any claims/losses? Please indicate any details that may be helpful (brief narrative of what happened and any measures the Association has taken to prevent recurrence).

    Can you attach a copy of the loss history report?
    (If you are unable to attach a copy of the loss history report at this time, please request a loss history report from your current agent or broker and we will follow up with you for this document.)

    Earthquake

      Earthquake insurance is our core specialty, representing the majority of our book of business, so we’d be honored to provide you with a quote and/or prepare a no-hassle, no-obligation coverage review for a quote or policy you have already obtained.


      Please note that if you have contacted multiple brokers, it may hinder our ability to quote, as all independent brokers have access to the same earthquake insurers, and the underwriters do not release multiple quotes for the same account to multiple brokers – each company will provide a bid only to the first broker who approaches them on your behalf, and then that company will be “blocked” to all future brokers who request a bid on your project.

      How did you hear about us? *

      YOUR INFORMATION

      Your Name *

      Your Email *

      Your Telephone *

      How do you prefer we contact you?

      Need-by Date?
      (If not specified, please expect a turn-around time of 10 business days.)

      PROPERTY INFORMATION

      Name of Association *

      Property Address *

      # of Units *

      Mailing Address

      c/o Name (Company or Individual):

      c/o Address:

      Are you able to provide a copy of the Association's most recent RESERVE STUDY?

      Are you able to send us a copy of the CC&Rs?

      INSURANCE INFORMATION

      Does your Association maintain EQ insurance?*

      If EQ exists, can you provide us with a current copy of ONE of the following documents that indicate the current carrier, renewal date, limit, and deductible

      • Certificate

      • Policy Declarations

      Package and Earthquake

        Earthquake insurance is our core specialty, representing the majority of our book of business, so we’d be honored to provide you with a quote and/or prepare a no-hassle, no-obligation coverage review for a quote or policy you have already obtained.


        Please note that if you have contacted multiple brokers, it may hinder our ability to quote, as all independent brokers have access to the same earthquake insurers, and the underwriters do not release multiple quotes for the same account to multiple brokers – each company will provide a bid only to the first broker who approaches them on your behalf, and then that company will be “blocked” to all future brokers who request a bid on your project.

        How did you hear about us? *

        YOUR INFORMATION

        Your Name *

        Your Email *

        Your Telephone *

        How do you prefer we contact you?

        Need-by Date?
        (If not specified, please expect a turn-around time of 10 business days.)

        PROPERTY INFORMATION

        Name of Association *

        Property Address *

        # of Units *

        Mailing Address

        c/o Name: (Company or Individual)

        c/o Address:

        Please provide a copy of the Association's current ANNUAL BUDGET*

        Are you able to provide a copy of the Association's most recent RESERVE STUDY?

        Are you able to send us a copy of the CC&Rs?

        Please provide a brief description that includes the year built and (approx.) square footage of any/all buildings belonging to the Association *

        Are you able to provide a copy of a PLOT MAP/SITE PLAN?

        Is the Association responsible for maintaining:

        STREETS (miles)

        OPEN SPACE (i.e. slopes or other areas NOT designated for foot traffic)

        GREEN BELT (i.e. parks or lawns intended for foot traffic)

        INSURANCE INFORMATION

        Can you provide us with a current copy of ONE of the following documents that indicate the current carrier, renewal date, limit, and deductible:

        • Certificate

        • Policy Declarations

        In the last 3 years, has the association filed any claims/losses? Please indicate any details that may be helpful (brief narrative of what happened and any measures the Association has taken to prevent recurrence).

        Can you attach a copy of the loss history report?
        (If you are unable to attach a copy of the loss history report at this time, please request a loss history report from your current agent or broker and we will follow up with you for this document.)

        Other

          How did you hear about us? *

          YOUR INFORMATION

          Your Name *

          Your Email *

          Your Telephone *

          How do you prefer we contact you?

          Need-by Date?
          (If not specified, please expect a turn-around time of 10 business days.)

          PROPERTY INFORMATION

          Name of Association *

          Property Address *

          # of Units *

          Mailing Address

          c/o Name (Company or Individual):

          c/o Address:

          INSURANCE INFORMATION

          What type of coverage are you needing to quote for this property?

          Specializing in common interest developments throughout California and Oregon.
          CALL US Toll Free: (800) 966-9566
          CA License #: 0C10844 ● OR License #: 100163861