HOA insurance

Buying a homeowners association (HOA) insurance is a very crucial decision that the board takes and needs to be given a lot of careful consideration. Risk management and compliance to the insurance requirements laid down by the US government have to be taken into account. And since HOA insurance is one of the association’s major expense, you need the know-how to be able to make the best decision. That’s where we come in. With our services that always puts the customer first, we are able to answer all your questions and make the headache associated with HOA insurance go away.

Our lunch and learn seminars make learning about HOA insurance more interesting and also fun. Our board insurance essentials course helps you understand all the nuances of the insurance and you can make the best decision for your association’s insurance. Our accounts audit gives you a comprehensive report of your existing HOA insurance and indicates whether it’s in keeping with the current building cost estimators, the Davis-Sterling Act, and California State Laws. Our annual reviews reflect whether all the limits of the HOA insurance policy and coverage are met. We realize the importance of a “line by line” comparison of the coverage and benefits being offered by various companies. Therefore, we visually represent the merits and deficiencies of the proposals provided by them on a spreadsheet. This illustrates whether a certain quote for HOA insurance is competitively priced or not. And, we may even be able to find a way for you to save your association some money on HOA insurance!

Berg Insurance has more than three decades of experience and has provided top notch services. Proud members of CACM, CAI Orange County Regional Chapter, CAI San Diego Chapter, CAI Greater Inland Empire Chapter, and CAI Greater Los Angeles Chapter, and are active on ten committees and one Board of Directors. Our motto of “Providing community associations with insurance solutions that work for them” says everything about us. Call us on our toll free number 800-989-7990 and leave all your concerns to us.

 



November 10th, CAI-OC Luncheon
11:00 am, Irvine Marriot
Who to look for?  Michael Berg, Kimberly Lilley & Marianne Pick

November 12th, CAI-GLAC Casino Night
6:00 pm, Sportsmen's Lodge Studio City
Who to look for? - Kimberly Lilley

November 16th, CAI-GLAC Luncheon

11:30 am - Skirball Center Los Angeles
Who to look for?  Kimberly Lilley

November 17th, CAI-GRIE Luncheon

11:00 am, DoubleTree Ontario
Who to look for?  Marianne Pick

December 2nd, CAI-GLAC Holiday Happy Hour
4:00 pm, Bel Air Crest Country Club
Who to look for?  Kimberly Lilley

December 6th, CAI-OC Holiday Toy Drive
5:30 pm, Andrei's Irvine
Who to look for? Michael Berg

December 8th, CAI-GRIE TOPS Breakfast
8:15 am, Riverside Convention Center
Who to look for? Kimberly Lilley & Marianne Pick

December 9th, CAI-SD Awards Luncheon
11:00 am, DoubleTree Mission Valley
Who to look for?  Kimberly Lilley & Bridgette Tabor

December 14th, CAI-GLAC Luncheon
11:30 pm, Skirball Center Los Angeles
Who to look for?  Kimberly Lilley

December 15th, CAI-OC Luncheon
11:00 am, Irvine Marriott
Who to look for?  Michael Berg, Marianne Pick & Kimberly Lilley


BERG PHOTO GALLERY

Common Interest Developments
There has been some discussion of revised Fannie Mae guidelines with respect to community associations. This discussion has brought confusion, and I hope to provide some clarity to the issue.
Fannie Mae presented Announcement 08-34 on December 16, 2008 titled “Project Eligibility Review Service and Changes to Condominium and Cooperative Project Policies.” Among the many items included in this Announcement are general policy changes regarding project eligibility requirements, and condominium association project insurance clarifications. More…




© 2008 Berg Insurance Agency, Inc.
23651 Birtcher Drive, Lake Forest, CA 92630
Toll Free: 800-989-7990 Local: 949-830-4590 Fax: 949-586-9877
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