Insurance Due Diligence for Financial Institutions

D&M Insurance Solutions provides both consulting and insurance servicing for Commercial Lenders, Tax Credit Syndicators, Investors, and Banks.  Our deep experience  in assisting commercial financial institutions with the closing of debt and equity transactions ensures our Clients have the highest level of insurance due diligence.   Our staff is highly experienced with the insurance requirements of numerous Tax Credit Syndicators as well as  DUS Lenders representing Fannie Mae, Freddie Mac, and HUD.

Our process is project level document driven, and we review and verify the insurance requirements contained in all project level documents as well as assist with the procurement and verification of insurance certificates provided by the Borrower’s Insurance Brokers.  If needed, we can also assist with the drafting of insurance requirements for tax credit or loan originations and will monitor insurance coverage throughout the life of the loan/tax credits for annual compliance.

Our services extend to include insurance due diligence for  Commercial Lenders who are active in providing construction and permanent loans for renewable energy financing.  Please contact us for more detailed information regarding a scope of work and pricing proposal to meet your Project requirements.

D&M Insurance Solutions · (727) 797-4800 ·

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