Your Trusted Partner for Community Association Insurance

Navigating the complexities of insurance can be daunting, but having the right knowledge makes all the difference. Our aim is to equip you with the insights and expertise needed to make informed decisions about protecting your future.

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About Rothberg Specialty

One of the nation's largest and fastest growing insurance agencies specializing exclusively in community associations and land development.

Rothberg Specialty is a privately held retail insurance agency. We are licensed in 48 states and currently conducting business in over thirty-four in every region of the US, and we are steadily expanding.

Our concentration and focus in habitational insurance is deep-rooted in providing superior service and expertise to markets with adverse insurance conditions due to the propensity of uncontrollable weather-related catastrophic events — Hurricane, Wildfire, Tornado, Convective Wind and Hail.

Our long-standing carrier relationships, as well as exclusive insurance programs, enable us to be proactive and at the forefront in addressing tough market conditions while providing financially feasible solutions. We have strong market resources to both admitted and non-admitted carriers.

CAT Expertise

Specialized in communities facing hurricane, wildfire, tornado, and hail exposures — the hardest markets in the country.

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Exclusive Programs

Proprietary insurance programs with AM Best A-rated carriers not available through any other agency.

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Full Spectrum Coverage

Community Associations (PUDs, Condo/Townhome, Co-Op), Apartments, Lessor's Risk, and Hospitality.

Leadership

Schedule a consultation or FREE policy audit with our team.

Adam J. Rothberg

Chief Executive Officer

Kaitlyn McNamara

Chief Operating Officer

Currently conducting business in:

Alabama Arkansas California Colorado Georgia Illinois Kentucky Minnesota Missouri North Carolina Oklahoma South Carolina Tennessee Texas Virginia Washington

Exclusive Community Association Program

Proprietary to Rothberg Specialty — the standard market simply cannot compete.

Rothberg Specialty is one of the nation's largest and fastest growing insurance agencies specializing exclusively in community associations. We launched a proprietary program exclusive to Rothberg Specialty — other markets and providers simply cannot replicate or compete with our coverages and savings.

Who It Covers: All types of community associations — single-family HOAs, POAs, master-planned communities, condominium regimes, mid-rise and high-rise buildings. Fully built-out communities at renewal, communities in transition from developer control, self-managed communities, and associations managed by third-party management companies.

How It Works: We run completely parallel to your existing renewal process — no disruption, no conflict. Your managers hand it off. We do all the work. No applications for your team to complete. Your board receives a true competitive quote from a nationally backed program.

Wind & Hail — The Defining Differentiator

The Problem: Carriers have pushed percentage-based wind and hail deductibles — typically 2–5% of insured value. On a $10M building, that's a $200,000–$500,000 deductible exposure. Boards are spending tens of thousands buying these down annually.

Our Solution: Rothberg's exclusive program delivers materially lower wind and hail deductibles — eliminating or significantly reducing the buy-down expense that boards face at every renewal. This is the single largest savings driver in our results.

Coverages Offered

Liability Insurance

Covers accidents or injuries that occur at the association, protecting the community from third-party claims.

Property Insurance

Association-owned property insurance for common areas, building structures, and amenities against perils such as vandalism, fire, or natural disasters.

Directors & Officers Liability

Protects board members and trustees when they make decisions on behalf of membership.

Worker's Compensation

Coverage for volunteer board members and contractors whose insurance has lapsed.

Fidelity / Crime Insurance

Protects your association from theft by employees, board members, contractors, and property management companies.

Umbrella & Wind Buy-Downs

Excess liability coverage and wind deductible buy-down programs tailored to your community's exposure.

Real Proposal Comparison

DFW Community Association — Coverage expanded, nothing stripped to achieve these savings.

Line Item Incumbent 2024–25 Rothberg Quote Savings
Property Premium $196,763 $155,155 $41,608
General Liability $111,120 $79,577 $31,543
D&O Premium $11,357 $9,542 $1,815
Wind Buy-Down $82,162 $59,283 $22,879
Total Annual $445,687 $347,841 $97,846 | 21.9%
$44,078
41% Savings — Fredericksburg, TX

Expiring premium of $106,947 reduced to $62,869. Coverage broadened — Equipment Breakdown and Workers Comp added, two lines previously missing from the program entirely.

$100K+
Below Incumbent Renewal — Forney, TX

$39.5M total insurable value. Structural gaps corrected — wind/hail deductible reduced from 3% to 4% per building, D&O deductible cut from $50K to $5K per claim, umbrella now attaches over D&O.

$71,408
Critical Gaps Fixed — League City, TX

Two highest-valued structures had no wind coverage. TWIA covered only $1M of $4.275M TIV. Rothberg rebuilt the program with wind coverage on all structures, added $400,000 Crime/Fidelity, and came in below the incumbent's renewal number.

$5,012
40.3% Savings — Coastal TX Masters Community

Incumbent carried a $12,000 flat wind deductible with no form disclosure. Rothberg cut wind exposure by 78%, bundled Gold-form D&O, and rated all six dock slips — at 40% less total annual premium.

$137,354
25.6% Savings — North Texas Portfolio

Over $65M TIV portfolio. Per-building wind deductible restructure and wind buydown savings. Rothberg moved the buydown to a rated surplus lines carrier at $78,835 — a 54% reduction — delivering $137,354 in total annual savings on a large-scale portfolio with rated surplus lines wind buydown.

How We Work

The true market shop — giving boards what they should be asking for.

Zero Disruption

We run completely parallel to your existing renewal. No involvement from your current agent, no interruption to how your community operates.

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We Do All the Work

No applications for managers to fill out. You provide the expiring policy and basic info. We handle submission, negotiation, proposal, and presentation.

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Board Fiduciary Protection

Presenting a true competitive quote fulfills fiduciary obligations, creates documented due diligence, and protects board members individually.

Built to Close. Built to Last.

From first shovel to board turnover — one firm, one relationship, complete coverage. Full-lifecycle insurance for developers — horizontal subdivisions and vertical multifamily alike.

Most developers have insurance. Very few have someone watching it. Rothberg Specialty operates in two distinct niches — land development and construction insurance, and community association policies — giving us visibility across the entire development lifecycle that no generalist broker can match.

1
Land Acquisition & Entitlement
Site-specific GL · Land Liability
2
Horizontal Development
Builder's Risk · GL · OCIP/Wrap
3
Vertical Construction
Builder's Risk · GL · Wrap/OCIP
4
Unit Delivery & Transition
HOA Activation · GL Off Developer · CCR Advisory
5
Board Turnover & Beyond
Exclusive HOA Program · D&O · Umbrella
Track 1

Horizontal / Land Development

Subdivision GL is routinely mispriced — and the declarant window closes before most developers realize it opened.

Project-Specific GL

GL premium calculated on hard construction cost only — soft costs excluded. Can cut GL premium 20–30%.

OCIP / Wrap Programs

One policy covering owner, GC, and all subs. Eliminates gap claims, simplifies lender compliance.

Environmental & Stormwater

SWPPP exposure, dust, erosion controls underwritten as part of the program.

Pre-Activation Declarant Window

Structure GL coverage and insurance boundaries before the first HOA board is seated.

Subcontractor Risk Transfer

Qualification standards and AI endorsement tracking that make indemnity chains enforceable.

Track 2

Vertical / Multifamily & Condo

Condo and multifamily carry a distinct legal clock on declarant control. Know yours — and act before it expires.

Builder's Risk → Master Policy

We engineer the coverage handoff at sale and occupancy — no gap, no lender dispute, faster closings.

As-Built to Bare-Walls Restructure

Identify your remaining declarant runway and restructure before the window closes. Condo vs. POA — different clocks, same strategy.

D&O — Full Prior Acts Coverage

Developer-appointed board members protected before and after declarant control transfers.

Wind / Hail Deductible Architecture

Tiered buy-down structures sized to lender requirements and coastal or inland wind zone.

Completed Operations Tail

Construction defect claims surface years post-close. We size your tail to realistic exposure.

CCR Advisory

Since entering the Texas market, Rothberg has been advising developers on amending their CCRs to restructure insurance responsibilities between the association and individual unit owners. This proactive strategy reduces developer and association financial exposure when catastrophic events strike — before the documents are filed, not after the storm.

41%
Premium Reduction
Central Texas
$137K
Annual Savings
CCR Restructure — North DFW, TX
53%
Premium Reduction
Coastal Texas Community
$56K
Redundant Premium Eliminated
Builder's Risk Overlap Caught

What to Bring Us — We'll Identify Every Gap

Site plan or plat
GC contract / scope
Draft CCRs / Declaration
5-year loss runs
Phasing schedule
Entity / ownership structure

Let's protect your next development

From groundbreaking to turnover and beyond.

Get Started →

National Market Capabilities

Sixteen-state legislative, market, and CAT risk framework. Operating in the most challenging and fastest-evolving insurance markets in the country.

TX
Texas
Convective Wind · Hail · Hurricane

Rothberg's anchor market. Exclusive program validated across DFW with Houston expansion underway. Epicenter of convective storm and hail exposure in the US.

OK
Oklahoma
Tornado Alley · Hail Capital

Tornado Alley's most exposed market. A single 2024 hail event damaged 35,000 homes in OKC. Multi-state developer relationships provide warm entry points.

AL
Alabama
Gulf Coast Wind · Hurricane Corridor

7th highest home insurance nationally. Dual exposure — Gulf Coast hurricane and interior tornado. Average HOA premium reached $4,123 in 2024.

GA
Georgia
Hurricane Helene · Tornado Outbreak

Fastest-growing HOA market in the Southeast. Helene caused $5.5B in insured damage. State Farm filed for 27%+ rate increases. Active development pipeline.

IL
Illinois
Wind & Hail · #2 State by Loss

Governor called rising premiums "a crisis." State Farm paid more hail claims here than any state except Texas. Wind and hail account for 93% of catastrophic losses.

CA
California
Wildfire Crisis · Mandatory FAIR Plan

Wildfire-driven market dislocation with mandatory FAIR Plan participation. Carrier exits and capacity reductions creating significant opportunities for specialized programs.

AR
Arkansas
Tornado · Convective Wind & Hail

Located in Tornado Alley with significant convective storm exposure. Growing HOA market with limited specialized program access — Rothberg's exclusive program fills a critical gap.

CO
Colorado
Hail · Wildfire · Wind

One of the top hail-loss states nationally. Front Range communities face dual wildfire and hail exposure. Carrier retreat from high-risk corridors driving demand for specialty programs.

KY
Kentucky
Tornado · Severe Convective Storm

Expanding HOA market with tornado and convective storm exposure. Standard market programs increasingly inadequate for communities in higher-risk corridors.

MN
Minnesota
Hail · Wind · Winter Storm

Large, established HOA market with significant hail and wind exposure. Winter storm and freeze risk create complex deductible structures that standard markets routinely misprice.

MO
Missouri
Tornado · Hail · Severe Storm

Sits at the intersection of Tornado Alley and the Mid-South storm corridor. Growing suburban HOA development in the St. Louis and Kansas City metro areas.

NC
North Carolina
Hurricane · Wind · Flood

Coastal and piedmont communities face hurricane and tropical storm exposure. One of the fastest-growing states nationally with rapid HOA community formation across the Research Triangle and Charlotte metro.

SC
South Carolina
Hurricane · Coastal Wind · Flood

Significant coastal exposure from hurricane and tropical events. Hilton Head, Myrtle Beach, and Charleston corridors present complex wind and flood deductible structures requiring specialized placement.

TN
Tennessee
Tornado · Severe Storm · Wind

Rothberg's home state and the largest independent HOA program in Tennessee. Tornado and severe convective storm exposure across Middle and West Tennessee with a rapidly expanding HOA market.

VA
Virginia
Hurricane · Wind · Coastal Flood

Mid-Atlantic coastal exposure with hurricane and nor'easter risk. Northern Virginia's dense HOA and condo market is one of the largest on the East Coast by unit count.

WA
Washington
Wildfire · Wind · Seismic

Eastern Washington wildfire exposure and western coastal wind risk. Carrier retreat from wildfire-prone corridors creating placement challenges that Rothberg's specialty programs address directly.

Resources & Insights

What every board member, property manager, and developer should know — but is rarely told.

Did You Know?

Declarants Who Put Their Own Interests Above the Association Are Exposing Themselves — and the Community — to Serious Legal Risk

During the period of declarant control, the developer (declarant) appoints the HOA or condo board and often sets the initial insurance program, reserves, and governing documents. This creates an inherent conflict: the declarant's financial interest in keeping operating costs low can directly contradict the association's need for adequate reserves, proper insurance, and sound infrastructure.

Under Texas Property Code §82.103 (condominiums) and Chapter 209 (POAs), board members — including declarant-appointed members — owe a fiduciary duty to all association members. Courts have consistently held that this duty does not disappear because the board was appointed by the developer. Declarants who underfund reserves, structure inadequate insurance to reduce carrying costs, or delay needed repairs to protect their pro forma have been successfully sued by unit owners and successor boards.

The implications are severe: personal liability for board members, special assessments levied against all owners, loss of Fannie Mae/Freddie Mac financing eligibility for units in the community, and potential criminal exposure under Tex. Penal Code §32.45 for misapplication of fiduciary property. Proper governance from day one — including right-sized insurance, adequately funded reserves, and CCRs structured in the association's interest — is not just good practice. It is legally required.

Insurance Essentials

The Complete HOA Insurance Stack — What Every Board Must Have in Place

A properly structured community association program is not a single policy — it is a layered stack of coverages, each addressing a distinct exposure. Missing any one of them leaves your board personally exposed.

  • Property (Master Policy) — Required. Covers common areas, buildings, and improvements.
  • General Liability (CGL) — Required. Bodily injury and property damage on association property.
  • Directors & Officers (D&O) — Critical. Protects board members personally from wrongful act claims.
  • Fidelity / Crime — Required. Covers theft or embezzlement by board members or management.
  • Umbrella / Excess Liability — Strongly advised, especially in high-nuclear-verdict states like Texas.
  • Wind/Hail Buydown (WBD) — High-value add. One TX community recovered $4.37M on a $78,835 WBD premium — a 55:1 ROI — in a single March 2025 hail event.
Source: ISO/NCCI coverage form definitions; CAI Insurance Reference Guide, 2024; Rothberg Specialty program data, 2025.
D&O Liability

You Volunteered. You Are Still Personally Liable.

Texas Prop. Code §82.103 and Chapter 209 hold board members to a fiduciary standard — even unpaid volunteers. Your homeowner's policy does not cover this. Common claim types and their financial consequences:

  • Selective Enforcement — 28% of TX claims. Avg. resolution $42,000.
  • Fiduciary Duty Breach (Financial) — 22% of TX claims. Avg. resolution $215,000.
  • Fair Housing / Discrimination — 11% of TX claims. Avg. resolution $310,000.
  • Construction Defect Oversight — 7% of TX claims. Avg. resolution $425,000.

~41% of HOA communities face a legal dispute in any 5-year period. 68% of D&O claims target individual board members. Avg. defense cost before settlement: $47,000.

Source: CAI Homeowner Satisfaction Survey, 2023; Advisen FPD HOA D&O loss database, 2019–2024; CAI Insurance & Risk Management Committee research brief, 2023.
Regulatory Alert

Fannie Mae & Freddie Mac: Major Condo Lending Changes Effective Early 2027

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Non-compliance renders units ineligible for conventional financing — directly affecting every owner's ability to sell or refinance.

  • Reserve Funding (eff. Jan 4, 2027) — Minimum 15% of annual operating budget allocated to reserves, up from 10%. Reserve studies must follow the highest recommended funding level. LinkedIn
  • Deductible Caps (eff. Jul 1, 2026) — Max $50,000 per-unit deductible under master policy. Wind/hail structures reviewed under the same framework. OC Register
  • Insurance: Roof ACV Relief — Guidelines adjusted to allow roofs insured at actual cash value, providing some relief on insurance costs. OC Register
  • Project Reviews — "Limited review" process being reduced; more projects pushed to full structural safety and maintenance reviews. National Mortgage News
  • D&O Required — Lenders now require evidence D&O is in force as a condition of project approval for condo loans.
  • Condo Questionnaires — Lenders require detailed questionnaires on deferred maintenance and structural safety. "Critical repairs" or "significant deferred maintenance" can disqualify buildings. OC Register
Sources: Fannie Mae LL-2026-03; Freddie Mac Guide Bulletin 2026-C (eff. March 18, 2026); National Mortgage News; FHFA oversight.

Contact Us

Schedule a consultation or FREE policy audit. We're ready to help you find the right protection tailored to your unique situation.

Reach Our Team

Adam J. Rothberg

Chief Executive Officer

📞 615-957-0246
✉️ adam@rothbergspecialty.com

Kaitlyn McNamara

Chief Operating Officer

📞 661-305-1737
✉️ kaitlyn@rothbergspecialty.com

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