FIRM GROUP LLC
222 NE Park Plaza Drive Ste #101
Vancouver, WA 98684
Phone # 855-994-2078
Quote Application Completion0%
Agency intake for an initial commercial insurance quote. Collect the basic account, driver, equipment, cargo, and coverage information needed for the quote.
AIC - FIRM GROUP LLC - Commercial Insurance Application
Basic intake for CSR, front desk, and account executive use. Add drivers, vehicles, trailers, and commodities as needed.
Effective Date
1. Applicant Information
Lookup can prefill public FMCSA registration data. SAFER and Motus can be opened directly for review.
Enter the actual year the business started. FMCSA registration year may be prefilled as a reference; verify with the applicant.
FMCSA Lookup can prefill public registration information, including company official, power units, and driver count. The reported power-unit and driver counts will create the same number of blank rows below; add more rows if needed. Review all returned information before submitting.
2. Owner Information
First / Last NameD.O.B.License NumberStateFirst LicensedDriver Y/N
If the owner is also a driver, select Yes. The owner will be added automatically to the Driver Information list. FMCSA company-official information may be prefilled after DOT lookup; verify the owner name with the applicant. Complete the driver's Date of Hire in the driver list.
3. Driver Information
#Driver(s) NameD.O.B.License NumberStateDate of HireCDL/DL Issue DateViolation(s)
Bulk upload CSV: Name, DOB, License, State, Date of Hire, CDL/DL Issue Date, Violations.
4. Vehicle Information
FMCSA-reported count; edit if needed.
FMCSA-reported count; edit if needed.
Add each truck/power unit below. Trailers are kept in the same Vehicles export tab, in their own section.
#YearMakeModelVehicle TypeRadiusStated ValueVehicle ID Number (VIN)
Bulk upload CSV: Year, Make, Model, Vehicle Type, Radius, Stated Value, VIN.
5. Trailer Information
#YearMakeModelTrailer TypeStated ValueVIN
6. Operations Information
9. Motor Trucking Cargo
Commodities Hauled / Type of Cargo% of Load
Common commodities will update based on Business Type. You may type a different commodity.
10. Coverages & Limits
Coverages
Motor Trucking Cargo
Ready — enter the applicant information.