Answers to the questions that most often slow down setup, board approval, or carrier response.

Find answers about setup, authorization, carrier verification, portal access, pricing, and support.

List of FAQs

Who needs to sign?

The property manager initiates setup, and a designated board signer completes the authorization. That's it.

How long does setup take?

Setup involves creating an account, uploading historical insurance information (typically five years of loss runs), and having your board digitally sign authorization. Most associations complete setup within a few days.

What information do we need to provide?

Basic association details, up to five years of past insurance information (loss runs), the carriers you want loss runs from, and a designated board signer.

What exactly are we authorizing?

Retrieval of loss run reports for your association.

Is the authorization limited?

Yes. It doesn't authorize binding coverage, changing coverage, or any unrelated action.

Can we revoke it?

Yes. The association can stop future retrievals at any time.

Does this authorize anything beyond loss run retrieval?

No.

How do carriers verify the request is legitimate?

Every request includes a unique verification code. Carriers can visit our verification page, enter the code, and confirm the request is authorized, the association is registered, and Loss Run Manager has authorization on file.

What if a carrier has questions?

There's a clear support contact on every request.

What if a carrier changes?

You can update carrier information in the portal, and future requests go to the right place.

Who can access the portal?

Authorized users from the management company and the association, with role-based permissions.

Can we download documents anytime?

Yes.

Can we share documents securely?

Yes — through the portal, with tracked share links.

How is our information protected?

All data is encrypted in transit and at rest. Multi-factor authentication is required, and access is role-based with full audit logging.

Is access tracked?

Yes. Every login, request, and document action is logged.

Is sharing controlled?

Yes — through role-based permissions and tracked share links.

What does it cost?

See the pricing page. Pricing is annual and per association, with a volume discount for portfolios of 10 or more associations.

Is there support?

Can management companies use this across an entire portfolio?

Yes. Portfolios of 10 or more associations qualify for a discounted per-association rate.

Do I get a real person if I need one?

Yes. Email or call the team — we don't route you through a ticket queue.