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(All pricing assumes advisory-only, no enforcement, no coverage determination.)
Clients who have completed the AI-powered Coverage Intelligence Report receive a $197 credit toward any in-person service.
$500-$2,500
Includes:
Review of declaration, bylaws, and plat (insurance sections only) Determination of fee-simple vs condominium structure (document-based)
Identification of intended owner insurance responsibility
HO-6 vs HO-3 alignment analysis
Includes 10 Free Resident Insurance policy reviews
🧠 This alone often solves 80% of board confusion.
$20 per unit (10 unit minimum)
Includes:
Review of owner policy declarations page
Confirmation of policy form (HO-6 vs HO-3)
Identification of mismatches (no coverage opinions) ✔ Ideal when boards don’t want to review every unit initially
$10 per unit (50+ units)
Best for:
Large townhome communities
Prior claims or disputes
Transition from developer control
$500-$2,500
Includes:
Governing document review
HO-6 vs HO-3 determination
Up to 25 homeowner policy reviews
Board summary
Homeowner education handout Comprehensive Townhome Compliance Review
$2,500 – $8,500
Includes:
Document review
Community-wide policy sampling (25% of total participating residences minimum)
Risk categorization
Education materials
Optional board presentation
$1,250 – $3,000/year
Includes:
Policy questions from management
New owner guidance language
Annual update memo
Quarterly spot checks
30-60 minute board workshop:
$1,250 – $2,500
Highly effective for:
Heated HO-6 vs HO-3 debates
New boards
Management transitions