ConnexFM2025 Session: The Importance of A Comprehensive Supplier Insurance Review Prior to Service
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- Facility Manager - Free!
- Individual Facility Manager - Free!
- Trial Member - Free!
- Educator Member - Free!
- Supplier Member - Free!
- Pro Services Member - Free!
- Staff Member - Free!
- Friend of Connex Member - Free!
This session will highlight the importance of thoroughly reviewing insurance policies beyond just obtaining generic Certificates of Insurance (COIs) and licenses from suppliers. Participants will learn to identify critical exclusions and exemptions that may leave suppliers uninsured for specific trades. We will discuss challenges faced in expanding our Preferred Partner network and explore strategies for mitigating risk by collaborating with insurance carriers to modify policy language.Additionally, we will cover varying insurance requirements across states, particularly in high-litigation areas like New York and Illinois, and outline the necessary documentation for onboarding partners in the U.S. Attendees will gain insights into effective insurance policy reviews and the key issues to look for, ensuring robust coverage for their supplier network.

Alicia Levy
Manager, Transformation and Corporate Strategy
Facility Plus
Alicia Levy graduated from Queen’s University Smith School of Business in 2019 with a Bachelor of Commerce with distinction and a Certificate in Law specializing in Corporate Law and a Certificate in Social Impact. Her time at Queen’s provided opportunities for both academic and personal growth. As the captain of the Queen’s Women’s Varsity Soccer Team, Alicia developed invaluable skills in leadership, teamwork, and perseverance, which continue to influence her approach to challenges. In 2023, she completed her Accelerated MBA at Ivey Business School, where she was awarded the Gold Medal for achieving the top rank in her AMBA class. This experience further deepened her passion for strategy and innovation while preparing her for greater leadership responsibilities.
Professionally, Alicia gained corporate experience in sales and marketing with Coca-Cola and Mondelēz International, where she honed her skills in strategy, client engagement, and business development. She has brought this expertise to her current role as an Executive and the Manager of Transformation and Corporate Strategy at her family business, Facility Plus. In this position, Alicia oversees operations across both the U.S. and Canada, with a focus on structuring, building efficiencies, and driving growth while maintaining a customer-first approach.
Alicia’s passion for giving back is reflected in her involvement with organizations such as CMHA’s Ride Don’t Hide, DHK Rally for Kids, and Facility Plus’s annual Holiday Hamper Program, among others. She also brings a global perspective, gained during her international exchange at the University of Western Australia Business School. Most recently, Facility Plus was honoured as the 2024 Connex Canadian Supplier of the Year, a testament to the company’s growth, commitment to service excellence, and the innovation and strategic vision that Alicia has helped shape

David Levy
President and CEO
Facility Plus
David Levy is the proud Owner, Founder, and President of Facility Plus, a prominent family-owned and operated facility maintenance and services provider across North America. Since 1987, David has grown Facility Plus into a leading facility services company, creating and offering a "one-stop shop" concept that enables clients to focus on their core operations while entrusting Facility Plus with their comprehensive facility requirements.
David’s leadership philosophy is grounded in understanding each client’s unique needs. His pledge to clients is to not only meet but exceed their expectations. Under his leadership, David ensures that Facility Plus delivers personalized, flexible, and responsive service, backed by over 38 years of industry experience. David's commitment to excellence is evident in his promise to personally address and resolve any customer concerns.
Facility Plus is built on key values that David upholds, such as prioritizing customers, fostering teamwork, empowering staff and technicians, and recognizing their contributions to build confidence and innovation. These values have helped establish a culture of excellence and dedication, which has made Facility Plus a trusted partner for businesses of all sizes.
David also holds several industry certifications, including Water Restoration Technician (WRT), Applied Structural Drying Technician (ASD), Commercial Dry Specialist (CDS), Advanced Microbial Remediation Technician (AMRT), Health and Safety Technician (HST), Fire Restoration Technician (FRT), Odor Control Technician (OCT), and Certified Commercial Maintenance Technician (CCMT).
Under David’s leadership, Facility Plus not only strives for customer service excellence but also emphasizes corporate citizenship by continuously making a positive impact in the community. His hands-on approach and entrepreneurial vision continue to drive the company’s growth and solidify its reputation as a leader in facility services.

Nicholas Zoppi
Director, Specialty Risk Services
Docutrax
Nicholas Zoppi is a seasoned insurance professional with over 15 years of experience, specializing in construction-related insurance risk management. He currently serves as the Director of Specialty Risk Services (SRS) at Docutrax, a leading third-party insurance compliance management firm. In this role, Zoppi oversees the SRS division, which assists general contractors, property owners, and insurers in identifying and addressing subcontractor insurance issues to minimize risk exposure.
Prior to his current position, Zoppi spent three years as the Senior Manager of Docutrax’s construction practice. His career also includes roles as an Account Manager at ADP, where he specialized in workers’ compensation policies, and as a Sales Agent with Liberty Mutual, focusing on personal lines insurance.