Your minimum information checklist
Sending us the right information upfront can help us speed up the process, so you can deliver even better service to your customers.
Below is a list of the minimum information required to complete an initial assessment. Please note our underwriters may request additional information specific to your customer in some cases.
Risk Information
- Policy due date
- Applicable policy excess
- Type of cover - Comprehensive or Third Party Property Damage (TPPD)
- Business occupation
- Primary goods carried for trucks and trailers
- Dangerous Goods limit
- Any additional endorsement covers required e.g. Hire car following accident, Dry Hire
Historical information
- Dated claims history report on current insurer's letterhead, which includes incurred costs for *5 years
- Historic fleet numbers for the past *5 years
- Historic excesses for the past *5 years
*3 years history might be acceptable in some circumstances
Vehicle information
- Vehicle listing including make, model and year for each vehicle
- Registration number
- Postcode where vehicle is registered or based
- Sum insured required for each prime mover, truck, trailer, plant & machinery, caravan, motorcycle item on the vehicle listing
- Accessories that do not come as standard on a new vehicle, with the accessory value either listed or included in the sum insured(s)
- Total accumulated value of vehicles kept at one location
- Maximum value for vehicle combinations i.e. prime mover plus trailer combined values
Disclosure information
- Insured's previous insurance declined, renewal refused, cancelled or special terms or conditions applied to any application, renewal or Policy
- Insured's bankruptcy or involvement in a company which became insolvent, placed in receivership or liquidation
- Insured's criminal convictions or having been held liable under any civil action or proceedings or to pay any pecuniary penalty exceeding $5,000 during the past (7) years
Want to request a quote?
Submit your customer’s quote request with the minimum information above to [email protected]
This flyer QM8437-0325 is prepared for customers of QBE and their customers. It provides general information only. It does not take into account matters specific to your business. You should always seek independent professional advice before acting upon anything in this document. No part of this publication can be reproduced without the written permission of QBE Insurance (Australia) Limited ABN 78 003 191 035. Normal underwriting terms and conditions apply. Consider the Policy Wordings to see if 814654 the product is right for your customer.