They/you can't choose the carrier - their software assigns it.Fortegra is one of the carriers (paper in insurance parlance) that their product is written on.That said, Fortegra is A- rated I believe by AM Best so that isn't the issue.I'm going to take a guess and say that your umbrella is written with PersonalUmbrella.com (Markel) and they require all underlying insurance to be A-rated but also with an admitted carrier. 

Whether you need a CPA with just three rentals depends on the complexity of your situation and your comfort level with DIY tax prep.If things are pretty straightforward, you might be fine with tax software for now.

It does not appear there is anything else to report.The end conclusion is probably not going to be promising for investors in this fund as Stuart mentioned he had concerns and they also have not submitted audited financials in years which based on my experience from others who do a Reg A and do not submit financials it has meant they are not good.

Our software has an option to have someone who looks at our pricing daily and tweak yes. 

Just leaving it sit without any investment use might not be enough to establish your intent in an audit. 

Does anyone have any tips or software tools to help give estimates on pricing and the potential occupancy of the rental?

As this approach uses very little documentation, it is the least reliable methodology in preparing a cost segregation study.To see all of the steps included within each method, refer to Chapter 3 of the IRS Cost Segregation Audit Techniques Guide.What methodology has your company utilized?

I have a LLC set up, and property management software ready to use.

You can always use a software like Turbo-Tax and follow the prompts.

I think it may depend on whether or not their software catches the change.