Insurance Beyond · Intake desk

New client intake.

Work through this on the call. Everything you collect goes to the quoting inbox as one email.

Owner's licensePlus each driver's license if different
VIN for every truck and trailer
Where the truck is parked
What you haulDry, reefer, flatbed, autos, grain, sand & gravel…
MVROr $10 by Zelle from the client and we pull it
DOT # of their previous employer
Last 4 quarters of fuel taxesInterstate operations only
Loss runsUp to 5 years, every policy being quoted

Send it in even if something's missing — the email flags the gaps so whoever picks it up knows what to chase. Nothing is saved here, so submit before you close the tab.

Where does the client stand today?

New in business First authority, or no commercial policy yet Currently insured Shopping a renewal or looking to switch

Taken by

Your name

Your work email — copies you on the email

The client's business

Legal business name

DOT # — write PENDING if not issued

MC # — optional

Who you spoke to

Their phone

Their email

Their operation

Address where the truck is parked

Interstate or intrastate?

InterstateCrossing state lines IntrastateOne state only

What do they haul? — pick all that apply

Dry goods Refrigerated Flatbed Autos Grains Sand & gravel Livestock Hazmat

Anything else they haul — optional

DOT # of the company they drove for before Carriers use this to verify their experience.

Current carrier — optional

Renewal date — optional

Trucks and trailers

MVR

Client has itAttach it below We pull it$10 by Zelle from the client

Have the client send $10 by Zelle before you order it. Give them this address and tell them to put their company name in the memo. Submit the intake either way — the email flags that the MVR is still outstanding.

ZELLE@INSBEYOND.COM

Documents

Notes for whoever quotes this — optional

Website

Internal use only. Client documents go straight to the quoting inbox and are not stored on this site. Protected by reCAPTCHA — Google's privacy policy and terms apply.

Sent to the quoting inbox.

Every document went with it. Give the client this reference if they call back about the quote.

Q-000000