Account preparation

Transportation & Logistics worksheet

Organize the account details and supporting documents for underwriting review.

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1. Account details

Named insured / legal entityInformation status

Requested effective dateInformation status

Locations & statesInformation status

Operations & responsibilitiesInformation status

2. Requested coverage

Requested limits and current coverage

3. Operations & exposures

Vehicle count, types and values (USD)Information status

Typical and maximum radius (miles)Information status

Commodities and maximum cargo value (USD)Information status

Garaging, routes, operating authority and driver experienceInformation status

Additional operation details

4. Supporting documents

Preparation checklist only. Confirm required forms, editions, loss history and schedules for your selected coverage and program. Missing documents do not prevent starting a request.

Completed ACORD applications Required supplemental applications Currently valued loss runs Relevant schedules, contracts & supporting detail

5. Additional information

Account context or questions for underwriting

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This worksheet supplements the insurer’s required applications and declarations.