At Sanford & Tatum Insurance Agency, we understand the unique challenges faced by financial institution representatives for managing insurance for trust real estate assets.  Evaluation of existing coverage is often difficult and time consuming.  A Master Trust Policy simplifies this process by providing a blanket policy with high limits and broad coverage, thus eliminating the task of dealing with multiple policies with varying expiration dates, limits, and coverages.

Our program foundation is a package policy (property and liability) that specifically addresses the needs of financial institutions and their real estate portfolios held in a fiduciary capacity.  Broad property coverage, including Earthquake, Flood, and Windstorm are built into the policy.  Excess Earthquake and Flood Limits, as well as Umbrella Liability are also available.  Once the master policy is issued, clients are provided direct access to an internet based insurance management system where they can order coverage for new assets, modify or cancel coverage for an asset, access evidences of insurance and invoices, quote coverage, track external policies, and order a variety of reports related to their portfolio.    

To speak to Liz Schaap, our Master Trust Program specialist, call 214-850-4929 or email her at schaapl@sanfordtatum.com.