Trucker Questionnaire

ALPHA DIRECT AGENCY
(In-house) TRUCKER QUESTIONNAIRE

Call/Text

* Indicates required field

1. Who am I speaking with *

First

Last

2. Verify Phone number from caller ID *

3. How many trucks do you have to insure *

4. Are you an owner/operator *

Owner/Operator's DOB *

5. What is your DOT number *

6. Biz Name *

EIN# *

If trucker has more than 10 trucks - please be advised that you will be transferred to Emmanuel - handles Fleet size

Address *

CLASSIFICATION QUESTIONS

7. What do you Haul? *

8. Do you haul any haz *

9. How many miles radius do you typically travel *

10. Do you have a CDL (Y/N) *

# *

State *

11. Driver’s info # *

State *

CDL (Y/N) *

COVERAGE LIMITS

12. Do you need $1MM Auto Liability (Y/N) *

$750K (Y/N) *

13. How much Cargo coverage do you need? *

$100K $250K Other

for Other, please specify: *

14. Do you need GL Coverage (Y/N) *

15. Does your contract require any other coverage *

16. Do you need Refer Breakdown (Y/N) *

17. Need - Trailer Interchange *

or Non owned Trailer *

VEHICLES INFORMATION

18. YR *

19. YR *

Make *

Model *

VIN *

20. Do you need full coverage *

$1,000 Ded $2,500 Ded Other

21. This is a Bobtail Quote (Y/N) *

DISCOUNT QUESTIONS

22. Are you currently insured *

Commercial Personal Auto

23. Are you Married (Y/N) *

24. How many years you been trucking *

What is your Truck's GVW? *

FINALIZING THE QUESTIONNAIRE

25. What is your email address *

26. How soon do you need this quote *

27. *

Based on the information you provided today I want to share my plan to get you insured right away

28. We have access to many trucking companies but based on their requirement and what you have, you will qualify for 3 of them

29. Progressive - (Price is on the higher end of the 3. But they are great at packaging the Auto/GL/Cargo in one price)
a. They also don’t charge you a down payment everytime you add or remove a truck or driver.
b. They give unlimited miles in most states and accept non CDL drivers. If you need filing, they get it done in 72 hours.

30. National General - (Costs a few thousand dollars less than Progressive but
a. They require a CDL if your insuring a Semi, and
b. In some States they won’t insure a Semi or any truck that weighs more than 26,000 GVW)

31. NiTiC (National Independent Truckers Insurance Co.) They have the lowest rates of the 3 that you qualify for...but
a. you must be Owner/Operator and have 3 years of Trucking experience.
b. You must prove you experience with 1099 or Loss run if you currently have Insurance on your truck.

THE NEXT STEPS (SET THE EXPECTATION)

32. Do you have 3 years of 1099 *

33. If not you still qualify for Progressive and National General so we will provide a quote.

34. Our promise is to provide a quote within 48 hours unless you need it sooner.

35. Nitic asks for 72 hours from the date you provide supporting documents.

Other Notes *

Who should get a copy of this questionnaire? *

Enter email(s) *

🔒 Your information is secure.

Submit