10 · Firm Operations & Finance
Firm insurance program management
Atlas-orchestratedfrom $450/moExpert ~0.5–2 hrs/mo
Bottom line
Ongoing insurance program calendar, COIs, and broker coordination for the management company.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·Insurance program register.
- ·COI vault and renewal calendar.
- ·Broker coordination for changes.
By hand today
COIs requested urgently and missing.
On Atlas
Register + vault; broker places.
Deliverables
- Program register
- COI vault
Service levels
- COI requests fulfilled ≤2 business days when policy is active.
Exclusions
- — Claims adjusting
- — Brokerage licensing
Platform surfaces
document workspacecompliance calendar
Sticky annual ops.