Free workflow tool

Turn a requirement standard into structured rules.

Explore coverage, limit, entity, date, and endorsement starting points across common vendor programs—then adapt them to the contracts and guidance that govern your organization.

Requirement builder

A confident place to start. Full control before use.

These templates are educational starting points, not legal or insurance advice. Confirm the final standard with your broker, counsel, contracts, and risk policy.

Configurable starting point

Property Management — Landscaping

Owner + management company as additional insured (CG 20 10 + CG 20 37).

Limits: GL $1,000,000 / $2,000,000 · Auto $1,000,000 · WC EL $1,000,000

Endorsements: CG 20 10 · CG 20 37 · CG 24 04 · CG 20 01

Named as AI: Your Management Co; Owner LLC

Configurable starting point

Property Management — HVAC

Limits: GL $1,000,000 / $2,000,000 · Auto $1,000,000 · WC EL $1,000,000

Endorsements: CG 20 10 · CG 20 37 · CG 24 04 · WC 00 03 13 · CG 20 01

Named as AI: Your Management Co; Owner LLC

Configurable starting point

Property Management — Roofing (high risk)

Completed-ops additional insured (CG 20 37) is mandatory — roof claims arrive after the job.

Limits: GL $1,000,000 / $2,000,000 · Auto $1,000,000 · WC EL $1,000,000

Endorsements: CG 20 10 · CG 20 37 · CG 24 04 · WC 00 03 13 · CG 20 01

Named as AI: Your Management Co; Owner LLC

Configurable starting point

Property Management — Janitorial

Fidelity/dishonesty bond $25k–$100k recommended (tracked as a related document).

Limits: GL $1,000,000 / $2,000,000 · Auto $1,000,000 · WC EL $1,000,000

Endorsements: CG 20 10 · CG 20 37 · CG 24 04 · WC 00 03 13 · CG 20 01

Named as AI: Your Management Co; Owner LLC

Free workflow tool

Turn a requirement standard into structured rules.

Explore coverage, limit, entity, date, and endorsement starting points across common vendor programs—then adapt them to the contracts and guidance that govern your organization.

Requirement builder

A confident place to start. Full control before use.

These templates are educational starting points, not legal or insurance advice. Confirm the final standard with your broker, counsel, contracts, and risk policy.

Configurable starting point

Property Management — Landscaping

Owner + management company as additional insured (CG 20 10 + CG 20 37).

Limits: GL $1,000,000 / $2,000,000 · Auto $1,000,000 · WC EL $1,000,000

Endorsements: CG 20 10 · CG 20 37 · CG 24 04 · CG 20 01

Named as AI: Your Management Co; Owner LLC

Configurable starting point

Property Management — HVAC

Limits: GL $1,000,000 / $2,000,000 · Auto $1,000,000 · WC EL $1,000,000

Endorsements: CG 20 10 · CG 20 37 · CG 24 04 · WC 00 03 13 · CG 20 01

Named as AI: Your Management Co; Owner LLC

Configurable starting point

Property Management — Roofing (high risk)

Completed-ops additional insured (CG 20 37) is mandatory — roof claims arrive after the job.

Limits: GL $1,000,000 / $2,000,000 · Auto $1,000,000 · WC EL $1,000,000

Endorsements: CG 20 10 · CG 20 37 · CG 24 04 · WC 00 03 13 · CG 20 01

Named as AI: Your Management Co; Owner LLC

Configurable starting point

Property Management — Janitorial

Fidelity/dishonesty bond $25k–$100k recommended (tracked as a related document).

Limits: GL $1,000,000 / $2,000,000 · Auto $1,000,000 · WC EL $1,000,000

Endorsements: CG 20 10 · CG 20 37 · CG 24 04 · WC 00 03 13 · CG 20 01

Named as AI: Your Management Co; Owner LLC