"*" indicates required fields Step 1 of 27 3% X/TwitterThis field is for validation purposes and should be left unchanged. ⚡ 12–15 minutes · Comprehensive discovery Let's understand your operation. Your answers help us prepare a tailored proposal — no generic pitches, just specifics for your portfolio. 25Questions ~10 min Avg. time 100% Tailored to you If you're ready to schedule a time together, click here to schedule a meeting. link opens in a new tab First, let's get your contact information. This lets us personalize everything that follows and ensures our team can follow up with specifics for your portfolio.Your full name*Title/Position*Company or portfolio name*Email address* Phone number* About YouWhat best describes your company?*Select all that apply 🔑 Owner/OperatorYou both own and manage properties 🏠 Property OwnerYou own the properties directly 🗝️ Third-Party ManagerYou manage on behalf of owners 📈 Real Estate InvestorYou invest in properties for returns 🏦 Asset ManagerYou oversee portfolio performance 🏗️ Developer/BuilderYou develop or build properties ➕ Other Please describe...* What type(s) of properties are in your portfolio?*Select all that apply. 🎓 Student Housing 🏢 Multifamily 🏘️ HOA/COA 🏡 SFR 🔨 BTR 🏬 Commercial/Office 🏖️ STR 🌿 Senior Housing 💙 Affordable 👷 Workforce 🧩 Manufactured 🏙️ Mixed-Use Your PortfolioHow many total properties do you manage?An approximate number is fine. How many total beds and units are in your portfolio? Approximate totals are fine.Total BedsTotal Units Which Centricity services are you interested in?*Select at least one.Note: If you are only interested in property insurance, the form will skip to the last 5 steps. 📊 Accounting 👥 HR 🛡️ Property Insurance 💻 IT 🏠 Damage Waiver Liability 📈 Rent Reporting Your TeamWhat is the total number of employees in your organization?Entire organization. How many employees work in each of these functions? Enter 0 if a function does not applyProperty AccountantsHuman Resources Current SetupWhat Property Management System (PMS) software do you use?Select all that apply. Entrata AppFolio Yardi RealPage Buildium ResMan Rent Manager MRI Spreadsheets/Manual Other Please describe...* Your ChallengesPlease detail your concerns, pain-points, needs, or current organizational hurdles.In your own words — the more specific you are, the better we can prepare. Financial OperationsHow many financial packets do you produce per reporting period?Property TotalOther How many bank accounts are reconciled per reporting period? How many payrolls are processed per reporting period?Count each separate payroll run (e.g. different entities or pay cycles). HR & BenefitsWhat HRIS, Payroll, or ATS system do you currently use?Select all that apply. ADP Paycom Paylocity Paychex UKG BambooHR Workday Greenhouse Lever iCIMS Other Please describe...* Are you currently partnered with a PEO (Professional Employer Organization)? ✅ Yes ❌ No Which PEO are you partnered with?* What organizational benefits do you currently offer to your employees?Select all that apply. 🏥 Medical/Health Insurance 🦷 Dental 👁️ Vision 💰 401(k)/Retirement 🛡️ Life Insurance ♿ Short/Long-Term Disability 💊 FSA/HSA 🌴 PTO/Paid Leave 🤱 Maternal/Paternal Leave 👨👩👧 Adoptive Parent Leave 🎓 Student Loan Repayments 💪 Health & Wellness Stipend/Wellness Incentive 📱 Cell Phone Reimbursement 📚 Professional Development/Continuous Learning 🚗 Company Vehicle 👶 Childcare Assistance 🏠 DCRA / DCFSA / DCA 🏆 Rewards Program 🎯 Performance Bonuses 🧠 Mental Health Support 🤝 Paid Volunteer Time 👨👩👦 Family Building Coverage 🐾 Pet Insurance 🚌 Commuter Benefits 🖥️ Home Office Stipends ➕ Other Please describe...* How is damage liability coverage handled within your organization?*Specifically coverage for damage to the property, not coverage for residents' personal belongings. ✅ Mandatory (All Occupants) 🔄 Varies by Property ❌ Not Required ❓ Unsure Does your lease currently include verbiage that allows you to charge residents for a damage waiver program?* ✅ Yes ❌ No ❓ Unsure A couple more details on your damage liability coverage program.Charge per resident ($)Charge Adoption Rate (%)Internal Profit Share ($) of Resident Charge Amount MarketingHow is marketing executed within your organization?Select all that apply. 🏢 Internal Department Dedicated team within your org 🤝 Third-Party Agency Outside firm or contractor 👤 Individual Contributor One person handles it 🙋 Myself ➕ Other Please describe...* Looking AheadWhat goals would you like to achieve within the next 90 days?Be as specific as possible — this helps us prepare a focused proposal. When are you looking to make a change?*This helps us prioritize the conversation. 🔥 Immediately 📅 Within 3 Months 🗓️ 3-6 Months 👀 Not Urgent—Just Exploring How will you measure Centricity and what considerations will be evaluated?What does success look like for your organization? Additional InformationAre there any additional organizational stakeholders that will have a say in this process?* 👥 Yes — I'll name them below 🙋 No — I am the decision-maker Please add the additional stakeholders below: Are there any other considerations or unique needs we should be aware of? Documents For PricingYou Selected Interest in the Following Services📊 Accounting👥 HR🛡️ Property Insurance💻 IT🏠 Damage Waiver Liability📈 Rent Credit ReportingPlease upload documents for pricing consideration. Check each item off as you add it to the upload area below.Documents Checklistpackage examples Two (2) of Your Most Recent Financial Package Examples finance Finance/Accounting Headcount, Titles and Annual Payroll Details HR Human Resources Headcount, Titles and Annual Payroll Details Communities List of Communities (DBA, Legal Entity, Address, Bed Count, Unit Count, Headcount per Community) sov Statement Of Values for All Locations (SOV) Important Notation: Statement of Values (SOV) in insurance is a detailed document submitted by an insured party to an insurer listing all property, assets, and locations to be covered, along with their replacement costs. It forms the foundation for underwriting, premium calculation, and setting proper coverage limits to avoid underinsurance.loss runs 5-Year Loss Runs or No Losses Reported Report Important Notation: A 5-year loss run is a detailed report from an insurance carrier listing all claims filed by a business over the past five years. It acts like a business "credit report," detailing claim types, amounts paid, reserves, and status (open/closed). Underwriters use this to evaluate risk and set premiums. If no claims occurred, the insurer will issue a report confirming "no losses reported".current policy premiums Confirmation of Current Annual Policy Premium Amounts lease and addendums Copy of Lease and All Addendums SLAs Current IT/Managed Services Contract and SLA Or Select One of the Following I will send these documents to my Centricity representative at another time via email. One or more of these documents do not apply to the services I am interested in, and I have provided those that do apply. Upload Documents Drop files here or Select files Accepted file types: pdf, xlsx, xls, doc, docx, Max. file size: 20 MB, Max. files: 10.