4
PLAYBOOK TEMPLATES
Property Management Agreement
A Property Management Agreement sets the terms under which an agent manages real estate on behalf of an owner. This playbook outlines duties of care, indemnification, and compensation structures.
Insurance and Risk Allocation
Negotiation strategy
Ensure all insurance policies name the Company as an additional insured and include waivers of subrogation. Verify policy limits meet or exceed industry standards.
Negotiate for reasonable policy limits and ensure compliance with all risk management obligations. Confirm the Contractor is adequately protected under the insurance provisions.
Essential elements
1
Insurance Coverage
Required policies and limits.
2
Named Insureds
Additional insured requirements.
3
Waiver of Subrogation
Rights of recovery waiver.
Action framework
ACCEPT
Propose edits if policy limits are insufficient or if additional insured status is not granted.
EDIT
Reject if insurance coverage does not meet minimum legal requirements.
ADD
Add clauses for high-risk activities or increased policy limits.
PRO TIP
Always consult with risk management experts to tailor insurance provisions to specific project needs.
Real-world examples
FAVORABLE
Comprehensive Insurance Coverage
"Each party shall, at its own expense, maintain in full force and effect during the term of this Agreement, insurance policies with coverage and limits as follows: (a) Commercial General Liability Insurance with a minimum limit of $1,000,000 per occurrence and $2,000,000 in the aggregate; (b) Workers' Compensation Insurance as required by applicable law; and (c) Automobile Liability Insurance with a minimum limit of $1,000,000 per occurrence."
NEUTRAL
Standard Named Insureds
"All insurance policies required under this Agreement shall name the other party as an additional insured. The policies shall be endorsed to provide that the coverage afforded to the additional insureds will be primary to any other coverage available to them."
UNFAVORABLE
Insufficient Policy Limits
"The insurance policies required under this Agreement shall have policy limits not less than those specified herein. The parties may agree in writing to increase the policy limits as necessary to reflect changes in the risk profile or as required by applicable law."
Alternative scenarios & positions
High-Risk Projects
For projects involving high-risk activities, increase policy limits and enhance risk management obligations to address potential liabilities.
International Operations
Adjust insurance requirements to comply with local laws and regulations in foreign jurisdictions, ensuring adequate coverage.
Joint Ventures
In joint ventures, ensure all parties are equally protected and insurance provisions are harmonized across entities.
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Unlike complex CLMs with long implementations and steep learning curves, DocJuris is built for speed and simplicity. We integrate with your workflow—whether connecting to a CLM or uploading agreements manually—so you're up and running in days, not months.
WEEK 1
CLM Readiness and Design
Our CX team works with you to understand your contracting challenges, prioritize key workflows, and identify the biggest impact areas. We build a tailored implementation plan that fits your needs.
WEEK 2
Install Module
We connect DocJuris to your contract repositories, set up admin and user accounts, and ensure your environment is ready for success.
WEEK 3
Deliver & Test
Your team builds initial playbooks, reviews existing clause libraries, and trains the DocJuris agent to align with your internal standards and negotiation positions.
WEEK 4
Launch
We support you in rolling out DocJuris to a pilot group or your full organization—with launch materials, training, and hands-on support to drive adoption from day one.
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