Commercial auto quote prep: vehicle and driver details to gather
Build a useful vehicle and driver list, including rentals and employee-owned vehicles used for work. Describe the trips, loads and equipment involved.
From Stover & Crouch
Business Operations Insurance Resources
Insurance tasks tied to contracts, crews, payroll, vehicles, property, and changing business operations.
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Workers comp review: payroll and employee changes to flag before renewal
Separate next-term payroll estimates from actual payroll for an audit. Review duties, seasonal workers, subcontractors and records before renewal.
General liability and certificates: contract details to review before the deadline
Understand certificate holders, additional insureds and endorsements, then review the written requirements for hiring a subcontractor or working as one.
Certificate of insurance request: what to send before a job deadline
Gather the recipient, project, written insurance requirements and deadline once, then keep any unanswered coverage questions with the request.
Business insurance review: questions to answer before your renewal
Compare your current policies with the work you do today, then gather the records for changes in payroll, vehicles, property and contracts.
Business insurance changes: what to tell your agent
A new job, employee, vehicle or location can affect more than one policy. Start with what changed, the written requirements and the…