Quote preparation
A stronger submission begins with organized information.
Use this checklist to reduce delays and help carriers evaluate the same operation.
Business profile
- Legal entity name, DBA, FEIN if readily available, years in business and ownership
- Detailed operations, products, services, customers and geographic territory
- Annual revenue split by operation and state
- Locations, leases, contracts and subcontracted work
Insurance history
- Current policies, limits, deductibles and expiration dates
- Currently valued loss runs, commonly five years when available
- Explanation of large losses and corrective action
- Certificates and endorsements required by important contracts
Vehicles and drivers
- Vehicle schedule with VINs, values, garaging and use
- Driver list with license details and experience
- Operating radius, annual mileage and commodities or equipment carried
Employees and payroll
- Payroll by job duty, classification and state
- Employee count, use of temporary labor and owner inclusion choices
- Safety, training and return-to-work practices
Property and equipment
- Building and contents values, construction, roof and protection details
- Tools, mobile equipment, stock and property of others
- Business income estimates and critical suppliers
Ready for the next conversation?