Resident liability program administration, integrated with your systems.

Renters insurance (HO4) policy verification and resident communications, without a separate workflow.

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PMS integrations

Integrated with all major PMS platforms.

A live connection keeps lease data, compliance status and ledger charges current in the system your communities already run.

What the software does

Three jobs the platform takes off your site teams.

A resident liability program generates a constant stream of administrative work: confirming that every resident carries the required coverage, following up with the ones who do not, applying charges and exemptions correctly and proving compliance when ownership asks. The software handles that cycle from move-in through renewal.

  • Policy verification

    Every policy checked against your standards.

    Residents submit proof of coverage through an online portal. Each document is read and measured against the limits, endorsements and effective dates your program requires, and only genuine exceptions are routed to a person.

  • Property management system sync

    Charges and exemptions post automatically.

    A live connection to your property management system keeps lease and resident data, compliance status and ledger charges current, so nobody on site is rekeying information between systems.

  • Resident communication

    Follow-up happens without anyone chasing it.

    Move-in, renewal, lapse and non-compliance notices go out on the schedule you set, using content and branding you approve, so residents get answers without a call to the leasing office.

Configuration

Built to fit how your portfolio already operates.

Overhead view of colleagues shaking hands in a sunlit lobby

Every portfolio sets up its property management system differently, and program rules vary by owner, state and asset class. The platform is built to adapt to those differences rather than ask your teams to change how they work.

We've seen many different ways clients have configured their PMS, and many cases with messy data. No matter what your setup looks like, we're confident we can find a solution that works.

Configurable by portfolio, region or property

Charges
Amount and timing, fixed or dynamic
Policy acceptance
Criteria, fixed or dynamic
Exemptions
Criteria, fixed or dynamic
Resident communications
Content and timing
Resident portal
Branding and messaging
Site teams
Permissions and access

Inside the workflow

How our platform improves outcomes

→AI, With Experts In The Loop

AI where it helps. Insurance expertise where it matters.

Automations ensure that residents and site teams get prompt responses and notifications, which keeps everything running smoothly.

Every AI-supported workflow is backed by specialized insurance experts who understand resident liability coverage, carrier requirements and property operations. When a decision calls for judgment, a person makes it.

  • Policy review against client standards
  • Industry leading AI for renters insurance policy review
  • Flexible system configuration to match your program
  • Resident communications
  • Oversight from insurance experts
Sample renters policy declarations page

Results

Policy number
LP1AB23CDE4
Liability limit
$100,000
Named insured
John Smith
Additional interested party
123 Main St., PO Box 19319, Atlanta, GA 31126
HO4 Verify
Compliance 100% Lease requirement met
NOI impact $2.4M Trailing twelve months
Enrolled units 12,480 Across 48 communities
Coverage mix Active
  • Enrolled 75%
  • Third-party 20%
  • Exempt 5%
Enrollment trend 12 mo
Policies reviewed 8,642 This program year
Exceptions flagged 126 Queued for review
Avg. review 4m Submission to decision
Review volume 12 mo
Exception waterfall Live
Notices sent 18.2K Automated outreach
Properties synced 48 Connected communities
Open tasks 17 Across the portfolio
Compliance gauge Active
Resident activity 30 d
Documents matched 9,104 Verified automatically
Renewals tracked 2,760 Upcoming policies
Escalations 31 Expert review queue
Verification scatter Weekly
Resolution funnel Trend
Residents covered 10.9K Active households
Communities live 48 Portfolio-wide
Sync success 99.8% PMS transactions
Coverage radar Current
Sync composition Daily
Submission ranges 12 mo
Approval flow Current

→Start here

See it running on your systems.

Request a demo and our team will walk through how the platform connects to the property management system your communities already use.