Every year you purchase new furnishings, artwork, collectibles, electronics, and other tangible personal property assets. You may remodel, renovate, move valuable items between homes or businesses, or acquire an entirely new property.
Your documentation is only as accurate as the last time it was updated.
If your documentation isn’t updated, it gradually becomes less useful for making insurance decisions and supporting future claims.
Asset Manager is available exclusively to All-Inclusive Inventory & Appraisal clients. For a modest annual fee, it gives you an easy way to keep your documentation current while preserving your original AVI project for future reference.
Asset Manager may be your best solution if you:
Previously completed an All-Inclusive Inventory & Appraisal with AVI.
Have purchased significant new tangible personal property assets since your last inventory.
Have remodeled, renovated, moved, or acquired another property.
Want your insurance documentation to remain current year after year.
Work with an insurance broker who recommends periodic documentation updates.
Prefer updating your records regularly rather than trying to reconstruct years of changes later.
Most All-Inclusive clients choose Asset Manager because documentation is most valuable when it reflects their property as it exists today.
Asset Manager allows you to maintain your existing AVI documentation rather than starting over. As your property changes, your inventory, aggregate valuation, and supporting documentation can change with it.
The result is a current record that continues to support informed insurance decisions, future appraisals, estate planning, and other legal or financial needs.
If your property has changed substantially since your last inventory—or if you prefer to begin with a completely new inventory and insurance coverage review—a new All-Inclusive Inventory & Appraisal may be the better solution.
Add or remove tangible personal property assets as your collections change, helping your documentation remain accurate year after year.
Move cataloged items between properties, update locations, and add time-stamped notes as your property evolves.
Order certified appraisals for new acquisitions or request updated valuations of existing items whenever they’re needed for insurance-to-value or other legal purposes.
Generate reports tailored to your needs, such as artwork, antiques, collectibles, or other categories above a selected value. Example: update the values of all items worth $5,000 or more.
Every property changes over time, but not every property changes in the same way.
If you’re unsure whether Asset Manager or a new All-Inclusive Inventory & Appraisal is the better solution, let’s talk. We’ll review how your property has changed, answer your questions, and recommend the approach that best fits your needs.
Update your documentation whenever your property changes.
Asset Manager makes it easy to keep your record current as you acquire, sell, donate, move, or otherwise change personal property. You can add new items, delete items you no longer own, move items between documented locations, and add time-stamped comments.
Appraisals should also be updated when values have changed significantly or when you need current values for insurance or another specific purpose.
Asset Manager is designed for clients who already have an All-Inclusive inventory and appraisal and want to keep that documentation current.
If you already have an All-Inclusive project, Asset Manager allows you to add, delete, or move items as your property changes and request updated appraisals when needed.
If your property has changed substantially or you need a new comprehensive inventory and appraisal, AVI can help determine whether another All-Inclusive project makes more sense.
Not sure which you need? We’ll help you figure it out.
Yes. Asset Manager clients can request new or updated certified appraisals when needed. Updated appraisals can be particularly useful when a property’s value has changed significantly or when current values are needed for insurance-to-value purposes. AVI will evaluate the request and determine the appropriate appraisal work based on the property and its intended use.
Yes. Your original All-Inclusive documentation remains with AVI even if you stop using Asset Manager. AVI maintains client documentation in secure, encrypted storage for a minimum of five years. Asset Manager is an optional service that gives you an ongoing way to update and manage that documentation as your property changes. Stopping Asset Manager does not mean losing the original documentation created by AVI.
