Association Proposal

Fill out the following form as completely as possible. Once you have completed the form, click the Submit button to send your information. Your request will be handled promptly.

Mgmt. Company and/or Contact Person Name:

First Name *

Last Name *

ZIP / Postal Code *

Primary Phone Number *

E-Mail Address *

Association Location:

Mailing Address:

FEIN:

Insurance Policy Expiration Date:

Year Built:

# of Completed Homes/Units

Anticipated # of Completed Homes/Units:

# of Buildings

# of Stories:

Gated?

Developer on Board?

Construction Type (frame, masonry, etc):

Average Sq. Ft. Per Unit:

Approx. Sq. Ft. for Common Building/s:

Fire Sprinklers in Buildings?

Smoke Detectors in Units?

Fire Extinguishers?

Roofing Updates?

IF SO: Partial or Full, What Year and Comp Shingle, Tile, Etc.?

Plumbing Updates?

IF SO: Partial or Full, What Year and Copper, PVC, Etc.?

Electrical Updates?

IF SO: Partial or Full, What Year and Cooper, Aluminum, Etc.?:

HVAC Updates?

IF SO: What Year and What Type of Units are Used?:

Please List Any/All Amenities:

PLEASE PROVIDE:

C.C. & R's

Current Financials or Budget (include reserves)

Plot Map

List of Board Members (name, position, and contact item such as email or phone number)

4 Year Claims History or 4 Year No Loss Letter

Current Insurance Declaration Pages or Annual Insurance Disclosures

Submission Validation

Required

Important Notice
Any submissions or payments made via this website do not constitute a binding agreement to your policy or coverages. Changes and payments to policies are not effective or binding until you, or any party involved, receive official notice from either your insurance agent, or your insurance company. If you have any questions, please feel free to contact us.

Per the terms of our online privacy policy we will not resell your information to any third-party.

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951 Reserve Drive Suite 160 | Roseville, CA 95678 | Office: 916.791.1901 | Toll-Free: 800.281.7873