Commercial Auto Quick Quote Sheet - Jaeger + Haines, Inc 2025

1. Click ‘Get Form’ to open the Commercial Auto Quick Quote Sheet in the editor.
2. Begin by entering the 'Customer Information' section. Fill in today's date, effective date, DBA (Doing Business As), city, state, and zip code for both the business and garaging address.
3. Complete the 'Entity' and 'Email' fields along with the owner's name and safety contact. Indicate if the owner is a driver and provide details on trailers, major cities served, MC number, state number, FID number, and any necessary filings.
4. In the 'Coverages & Limits' section, specify auto liability amounts, cargo coverage limits, deductibles for physical damage types (Comp/Coll), medical payments, and any additional coverage required.
5. List scheduled drivers by entering their CDL numbers, ages, names, dates of birth (DOB), dates of hire (DOH), states of residence, violations (Vio), and accidents (Acc).
6. For scheduled equipment, provide full VINs along with year, make, type of equipment, and its value. Ensure accuracy for total insured value.
7. Finally, complete sections regarding prior insurance experience including policy numbers and claim information. If applicable, note if this is a new venture or if coverage is being non-renewed or canceled.

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