Commercial Auto Submission Application Items List

Please supply the following information:

1. Acord Cover application or similar specifications
2. Auto Acord application or similar specifications
3. Drivers list (in Excel if possible)
4. Vehicle list (in Excel if possible)
   • Vehicle specific use (i.e. security, maintenance, executive, employee shuttle, client shuttle, emergency ambulance, non-emergency ambulance, patient transport)
   • Costs new if physical damage is needed
   • Confirm that those vehicles with no cost new are not covered for comp or collision, if any
5. Resolve the discrepancy between number of units and number of drivers, if any
6. MVRs on all currently assigned drivers, IF available
7. Historic vehicle count for the past three years plus current year
8. Currently valued loss runs for the past three years plus current year
9. Claims summary by year and type of loss (i.e. liability or physical damage)
10. Details on any losses over $25,000, if any
11. Copy of the insured’s financials for the past two years
12. Named insured details — insured list showing operations
13. Copy of fleet saftey program, if any
14. Copy of sample contracts
15. Listing of the insured’s top 10 customers and the percentage of revenues
16. Completed Supplemental Fleet Questionnaire or the appropriate Specialty Fleet Questionnaire
17. Garaging locations information:
    • Are all vehicles assigned?
    • Are there pool cars?
    • How is the car given to someone?
    • What are their requirements?
18. Current carrier renewal position and expiring pricing
19. Should the account be quoted with or without commission? If with commission, what rate?
20. Brief explanation as to why the account is being marketed and would likely move from current carrier.