• Auto Fleet Insurance Questionnaire

  • Applicant is:
  • How did you hear about us?
  • Vehicle Maintenance / Fleet Management

  • 1. Is there a written vehicle maintenance policy in place, overseen by a fleet manager/coordinator? If yes, please provide a copy.
  • 2. Do you implement vehicle GPS/Telematics tracking capability?
  • 3. Do you keep maintenance and usage logs on each vehicle?
  • 4. Are drivers allowed to take vehicles home at night?
  • 4a. If yes, do you have a personal use policy? Please provide a copy.
  • Driver Screening

  • 1. Do you obtain and review MVRs for all drivers at hire?
  • 2. Do you use specific criteria to determine acceptable vs. unacceptable driving records? If yes, provide a copy.
  • 4. Do all drivers have at least 5 years of driving experience as a fully licensed driver?
  • 5. Drug / Alcohol Testing Policy - Please provide a copy.
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  • Safety

  • 1. Is there a written driver safety policy in place, overseen by a safety manager/coordinator? If yes, please provide a copy.
  • 2. Does your safety program include a written cell phone/texting policy?
  • 3. Do you hold regular and mandatory meetings to discuss safety topics with your drivers?
  • 4. Do you have a formal accident response policy and procedure? If yes, please provide a copy.
  • Non-Owned Auto

  • 1. Do employees/volunteers use their personal autos in your business?
  • 1a. Do employees/volunteers transport clients in their own vehicles?
  • 1b. Do you inspect their autos to verify acceptable vehicle condition and safety before allowing their use?
  • 1c. Are drivers required to have personal auto insurance?
  • 1cii. Do you obtain certificates of insurance or a copy of the declaration page from the employee/volunteer?
  • General Operations

  • 1. Are all scheduled vehicles titled in the business name?
  • 2. Are any vehicles customized with specialized equipment?
  • 4. What is the radius of operations?
  • 5. Do you provide transportation to the general public, other than your clients?
  • 5a. If yes, do you charge a fee?
  • 6. Do you have electric vehicles?
  • Client Transportation

  • 1. Are vehicles equipped with wheelchair securement mechanisms?
  • 2. Are all persons involved in wheelchair transportation instructed in the proper way to secure wheelchairs?
  • 3. Are vehicles equipped with dual shoulder harnesses and/or tie-down straps?
  • 4. Do you load/unload passengers using a wheelchair lift?
  • 4a. If yes, are drivers trained in passenger loading/unloading?
  • Privacy Policy and Terms & Conditions*
  • SIGNATURE

  • The information I have provided is true and accurate to the best of my knowledge. I have not willfully concealed or misrepresented any material fact(s) or information. I understand completion of this questionnaire does not compel the company to provide coverage.

  • Questions? 877-244-9090
    kmorency@morencyinsurance.com 

    Kevin Morency, Licensed Producer
    Morency & Associates Inc.
    141 New Shackle Island Rd, Hendersonville, TN 37075
    Fax: 615-452-6580

    https://contractorinsurancetn.com/

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