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insurance

Property Insurance

Assess the value of all properties owned or managed.

Determine the appropriate coverage limits for property insurance.

Review and update property insurance policies annually.

Ensure coverage includes loss of rental income.

Verify that natural disasters relevant to the area are covered (e.g., floods, earthquakes).

Liability Insurance

Evaluate potential liability risks associated with properties.

Obtain general liability insurance to cover third-party injuries.

Consider professional liability insurance for real estate agents and brokers.

Review coverage for specific events like open houses or property tours.

Workers' Compensation

Identify all employees and their roles within the organization.

Assess the risks associated with each position.

Obtain appropriate workers' compensation insurance to cover employee injuries.

Review and update the policy as staff changes occur.

Tenant Insurance

Inform tenants about the importance of renters' insurance.

Provide guidelines or recommendations for tenants on obtaining insurance.

Include clauses in lease agreements that require tenants to maintain insurance.

Risk Management

Conduct regular property inspections to identify potential hazards.

Implement safety protocols and provide training for staff and tenants.

Keep detailed records of incidents and claims.

Review and update risk management policies regularly.

Insurance Claims Process

Create a clear process for reporting incidents and claims.

Designate a point person for handling insurance claims.

Keep a log of all communications with insurance providers.

Review and assess claims thoroughly before submission.

Policy Review and Compliance

Schedule annual reviews of all insurance policies.

Ensure compliance with local laws and regulations regarding insurance.

Stay informed about changes in the insurance market that may affect coverage.

Consult with an insurance advisor to ensure optimal coverage.

This checklist can help real estate organizations manage their insurance needs effectively.

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