Jackson Sumner & Associates (JSA) Transportation Underwriters understand that the less time you spend on submissions, the more business you can write. To help you optimize your time, our team created a comprehensive checklist to ensure your transportation submission is sound.
Time is money, plain and simple. For retail agents that write Transportation business gathering information can be a tiresome process.
We get it! The Jackson Sumner & Associates (JSA) Transportation Underwriters understand that the less time you spend on submissions, the more business you can write.
To help you optimize your time, our team created a comprehensive checklist to ensure your submission is sound. For an even speedier experience, use our JSA Trucking Application then send it back to us at submit@jsausa.com
A Checklist for Submitting a Transportation Quote
- Full insured name
- Both mailing and garaging addresses
- DOT and MC numbers
- Brief submission narrative including lines of coverage needed, target pricing and how we can help you write the account
- Limits and coverages desired. Auto Liability, physical damage, cargo, GL etc.
- Number of years the insured has been in business.
- Prior carrier and loss history for all lines of coverage requested. Loss runs, if available.
- Drivers List including name, date of birth, driver’s license number, state, number of years CDL experience, violation/accident history for the past three years. MVRs are great if you have them but not required.
- Full Unit Information, which includes year, make, model, VIN, actual cash value, whether the vehicle is owned, leased, or an owner/operator.
- Radius the insured operates on. Include farthest states and any major cities frequented. IFTAs if available.
- Percentage breakdown of commodities being transported.
- Disclose any certificate or contract requirements.
TIP: Download & complete the JSA Trucking Application for an even speedier experience and email it to us at submit@jsausa.com
And that is all there is to it! After that, just sit back, relax, and wait for the experts to get back to you.
