Insurance Resources for Real Estate Professionals
Free guides, checklists, and reference materials to help South Florida agents navigate insurance with confidence.
Tools You Can Use Today
Every resource below was created specifically for real estate professionals working in the South Florida market. Download them, share them with clients, or keep them on hand for your next transaction.
Guides & Checklists
Homeowners Insurance Checklist
A step-by-step checklist for agents to review insurance requirements with buyers and sellers at every stage of a transaction — from listing to closing.
South Florida Flood Insurance Guide
A plain-language guide to flood insurance in South Florida — covering NFIP vs. private flood, flood zone designations, elevation certificates, and how flood coverage affects buyer financing.
Four-Point Inspection Checklist
Know what insurers look for before your client's four-point inspection. This checklist covers all four systems — roof, electrical, plumbing, and HVAC — and flags the issues most likely to affect insurability.
Wind Mitigation Report Guide
Understand every section of a wind mitigation report and how each feature affects insurance premiums. Includes a breakdown of credits and what improvements deliver the best return.
First-Time Homebuyer Insurance Guide
A client-ready guide you can share with first-time buyers to help them understand homeowners insurance before closing. Written in plain language — no insurance jargon.
Insurance Terms Glossary
A quick-reference glossary of the insurance terms real estate agents encounter most often — from actual cash value to wind mitigation credits. Keep it handy for client conversations.
All guides are provided for educational purposes. They are not a substitute for advice from a licensed insurance professional. Content reflects the South Florida market and is updated periodically.
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