Uncommon Service by Design
Ph: 925.901.0225
Fx: 925.901.0553

Vendor Management

Willis Management Group, Inc. works cohesively with our client’s vendors in an effort to maximize service.  We complete the following as a matter of standard practice:

Performance Reviews – The Managing Agent periodically reviews the performance of  vendors and reports of same are provided to the Board of Directors and/or respective committees.

Proof of Insurance – An insurance certificate is not good enough.  We demand that our clients are named as an additional insured and that evidence of such is provided through the vendor’s insurance agent along with all coverage’s, amounts and exclusions.  We also demand the insurance agent verify the venders policy allows for working in residential and business associations as many policies exclude such.  Furthermore, our proprietary software program alerts our staff if the vendor’s insurance has expired withdrawing the vendor from invoice processing and notifies the vendor of same.

W-9’s – Vendors provide the necessary data in a timely manner or payment is not issued unless our client directs otherwise.