Elite 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 name is required — we log who took the intake.

Your work email — copies you on the email

The client's business

Legal business name *

Legal business name is required.

DOT # — write PENDING if not issued *

DOT number is required — write PENDING if it hasn't been issued yet.

MC # — optional

Who you spoke to *

Contact name is required.

Their phone *

Enter a 10-digit phone number.

Their email *

Enter a valid email address.

Their operation

Address where the truck is parked *

The address where the truck is parked is required.

Interstate or intrastate? *

InterstateCrossing state lines IntrastateOne state only

Select interstate or intrastate.

What do they haul? — pick all that apply *

Dry goods Refrigerated Flatbed Autos Grains Sand & gravel Livestock Hazmat

Tell us what you haul.

Anything else they haul — optional

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

DOT number of the company you previously drove for is required.

Current carrier — optional

Renewal date — optional

Trucks and trailers *

Add at least one truck or trailer VIN.

MVR *

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

Choose how you're providing the MVR.

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