A Member Of The Meadowbrook Insurance Group
Agent Checklist for Fleet Submissions
New and Renewal Business
To provide you with the best possible quote, make sure that you provide the following
Completed Fleet Transportation Supplement (attached)
Current Equipment list in Excel Spreadsheet format, if possible
Current Driver list in Excel Spreadsheet format, if possible, and MVRs for each, including
the owner. Also please include date of hire and years experience on like equipment
Currently valued hard copy loss runs from insurance carriers (other than Interline) for the
current and three years prior. Please explain any losses over $25,000
Copy of current and one year prior financial statement. Please include the most recent Year
End statement available and include both Balance Sheet and P & L, Income Statement. This
is required for all accounts (new and renewal) with 15 or more power units, if the account
has hired auto exposure, and/or you are requesting a Gross Receipts reporting quote.
If sub haul exposure, please include estimate of owned vs. non owned receipts for the
coming year, list of sub haulers used with copies of Certificates AND AI’s for each (for credit
to be applied to HA coverage) and copy of sub haul agreements.
If insured uses Permanent Leasers, please provide copy of full Lease Agreement.
Copy of operating authority, filings needed
Written maintenance plan and safety program, if available
Copy of latest DOT / BIT inspection
Copy of Schedule B/IFTA showing distribution of mileage by state. Also, please include
where hauls are to (by city, region)
Vehicles greater than 20 years old will require a garage inspection if bound.
Please provide this information with as much lead time as possible.
30-60 days prior to effective date is recommended to allow time for
pre-inspection on new business and company approval (if needed).
12641 E. 166 Street P.O. Box 3190 Cerritos Ca. 90703-3190 (562) 926-5061 Fax (562) 404-4792 CA License No. 0629313