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Andrew Bateman

About Andrew Bateman

Andrew Bateman and his team, through Trisure - a nationally licensed independent commercial insurance agency - specialize in working with single family, townhome and condominium homeowner associations. They provide HOAs with a complementary review of their present insurance program based on the policies in place and the governing documents to evaluate the community’s current coverage and find any gaps that may exist that could potentially put the association at risk. You can contact them directly via email at info@WeLoveHOAs.com or visit their website at www.WeLoveHOAs.com for further information or to request an evaluation of coverage.

HOA Board Members: What Insurance Do You Need?

Homeowners association board members make difficult decisions, which can have a huge impact on the people around them. Consequently, individual members of the HOA board are susceptible to becoming targets for lawsuits along with the association itself. Considering the majority of them own at least one of the development units, they do have something to [...]

By | 2018-01-12T16:19:36+00:00 January 20th, 2018|D&O Insurance|Comments Off on HOA Board Members: What Insurance Do You Need?

Legislative Trends Affecting Condos and HOAs in 2018

2018 Advocacy - As members of the HOA industry it is so important to stay up to date on issues that affect us and our Communities.  CAI lets us know what they support for upcoming Legislation.  Please see this link to sign up for the Advocacy Emails from CAI National. https://www.caionline.org/Advocacy/Pages/default.aspx Please research the pending [...]

By | 2018-01-15T13:49:06+00:00 January 15th, 2018|D&O Insurance|Comments Off on Legislative Trends Affecting Condos and HOAs in 2018

What is D&O Liability Insurance?

The Directors’ and Officers’ Liability coverage is an insurance that protects officers and trustees from being held accountable for the actions they took or failed to take as members of a board. It offers liability coverage for the damages that ensued alleged wrongdoings of a member. This policy can cover the liability of officers and [...]

By | 2018-01-12T16:20:34+00:00 January 10th, 2018|D&O Insurance|Comments Off on What is D&O Liability Insurance?

HOA Managers & Board Members Education Luncheon

Education Luncheon Presented by Criterium-Giles Engineers, Trisure, Ward & Smith, & Dragonfly Pond Works Please join us for an educational luncheon focused on community associations. Our team of local experts will present on several topics which will hopefully help you manage community associations. DATE: Tuesday December 12, 2017 TIME: 11:30am - 1:00pm LOCATION: Carolina Restoration [...]

By | 2017-11-21T12:17:59+00:00 November 21st, 2017|D&O Insurance, Newsletter|Comments Off on HOA Managers & Board Members Education Luncheon

Preparing Your Interest in the Path of a Hurricane

Hurricanes are strong storms that cause life and property threatening hazards such as flooding, storm surge, high winds and tornadoes. Preparation is the best protection against the dangers of a hurricane. Here are some resources that we fell you might find helpful to prepare your family, your home and your business to remain safe during [...]

By | 2017-09-08T14:34:12+00:00 September 8th, 2017|Newsletter|Comments Off on Preparing Your Interest in the Path of a Hurricane

Community Insurance and Risk Management Specialist

I just wanted to write  a quick note to share some great news with you.  As you may or may not know I have been continuing my focus on HOA’s.  I have been continuing my professional education through advanced education courses offered by CAI (Community Associations Institute) and have completed the requirements for obtaining the [...]

By | 2017-09-08T14:12:19+00:00 August 31st, 2017|Newsletter|Comments Off on Community Insurance and Risk Management Specialist

What is Crime and Fidelity Insurance?

Crime and Fidelity Insurance protects the actual money the Association has in the operating account and reserve accounts.  Crime and Fidelity Insurance protects the money from embezzling, check fraud, invoice padding or false invoices, computer fraud and wire fraud. What is the difference between Crime and Fidelity and Employee Dishonesty? The difference is in the [...]

By | 2017-05-08T19:39:37+00:00 April 24th, 2017|Crime & Fidelity|Comments Off on What is Crime and Fidelity Insurance?

Failure to Procure Insurance and the Ramifications of Special Assessments

In Parts 1 and 2 of this article, we discussed how the majority of Directors’ & Officers’ (D&O) Liability Insurance policies on the market today exclude the most common lawsuits facing homeowners associations, and the value of having a policy tailored to an HOA. What is “failure to procure insurance” and why does it matter [...]

By | 2017-04-24T14:11:19+00:00 May 5th, 2013|D&O Insurance|Comments Off on Failure to Procure Insurance and the Ramifications of Special Assessments

Developers and Non-Monetary Claims

In Part 1 of this article, we discussed the importance of having a Directors’ & Officers’ (D&O) Liability policy customized to the homeowner association’s needs, as they provide coverage for common claims against HOAs, such as discrimination lawsuits. What are non-monetary claims and why is D&O coverage important? Non-monetary claims are another example of D&O [...]

By | 2017-04-24T14:11:45+00:00 May 2nd, 2013|D&O Insurance|Comments Off on Developers and Non-Monetary Claims

What Homeowner Associations Need To Know About Directors’ & Officers’ Liability

What is Directors’ & Officers’ Liability Insurance? One of the most important insurance policies in any homeowner association’s financial portfolio is also one of the most overlooked and misunderstood: Directors’ & Officers’ (D&O) Liability Insurance. A good D&O liability insurance policy protects both past and present HOA board members, the property manager, employees, volunteers, and [...]

By | 2017-04-24T14:12:17+00:00 May 1st, 2013|D&O Insurance|Comments Off on What Homeowner Associations Need To Know About Directors’ & Officers’ Liability