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Updated about 20 hours ago on . Most recent reply

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Shane Swart
  • Member since Apr 7, 2023
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Shane Swart's profile image
Shane Swart's profile image
Shane Swart
  • Member since Apr 7, 2023
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Shane Swart
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Insurance

Insurance Broker?-Evaluating and Shopping Insurance for an Existing Portfolio

Shane Swart
Posted

Hi All,

I have an existing portfolio of LTR's that are all small multi-family. 8 properties, 25 units total in WI.

We have stuck with the same local insurance company for over 15 years and we are long overdue for a deep dive to find efficiencies and save some insurance costs with the portfolio. We haven't had any claims (knock on wood), however premiums continue to climb.

Has anyone used an independent insurance broker to shop around for an entire portfolio before? Pros/cons? Any recommendations in the Wisconsin Market?

Appreciate any feedback!


Shane

Madison, Wisconsin
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