new agency packet - berkley prime transportation
TRANSCRIPT
HEADQUARTERSWest Hartford, CT 06110
10+ Units
NEW AGENCYPACKET
KEY CONTACTS
FLEET PROGRAM
NAME STATE POSITION PHONE EMAIL
Katie Fleming FL Underwriting Manager 904-596-6934 [email protected]
Drew Fitzsimmons NJ Senior Underwriter 860-500-2623 [email protected]
Ryan Merrick GA Underwriter 860-500-2639 [email protected]
Zach Hetzer WI Underwriter 920-931-3968 [email protected]
Justin Klimczyk MA Underwriter 860-500-2630 [email protected]
Erin Curboy CT Associate Underwriter 860-500-2625 [email protected]
Sam Dobbins CT Senior Assistant Underwriter 860-500-2626 [email protected]
Damien Girardin CT Assistant Underwriter 860-500-2627 [email protected]
Noria Sole CT Assistant Underwriter 860-500-2621 [email protected]
Ian McDonald CT Assistant Underwriter 860-500-2634 [email protected]
Mark Janke NC Assistant Underwriter 860-500-2624 [email protected]
Judy Drews FL Business Dev. Manager 305-921-6230 [email protected]
Cynthia Shaw IL Accounting Technician 630-210-0409 [email protected]
Patricia Fisher IL Accounting Technician 630-210-0351 [email protected]
We are happy that your organization is now appointed with us! Here is a quick reference guide to get you started.
833-79-PRIME (77463) www.berkleyprimetrans.com
2021 HOLIDAY SCHEDULE
CONTACT INFORMATION
JANUARY 1ST (FRIDAY)
NEW YEAR’S DAY
MAY 31ST (MONDAY)
MEMORIAL DAY
SEPTEMBER 6TH (MONDAY)
LABOR DAY
NOVEMBER 25TH (THURSDAY)
THANKSGIVING DAY
NOVEMBER 26TH (FRIDAY)
THANKSGIVING FRIDAY
DECEMBER 24TH (FRIDAY)
CHRISTMAS DAY
The office closes at 2:00pm the day before the following holidays:
PHONE833-79-PRIME
SOCIALFollow us on LinkedIn
NEW BUSINESS For a faster response, submit your business on our website: www.berkleyprimetrans.com
Or email us at:[email protected]*Please do not send duplicate submissions.
RENEWALS [email protected]
ENDORSMENTS & MONTHLY [email protected]
PHONE 833-79-PRIME
FAX888-622-1542
WEBSITEwww.berkleyprimetrans.com(Located under the “Report a Claim” tab)
REPORT A CLAIM
833-79-PRIME (77463) www.berkleyprimetrans.com
QUESTIONS ON YOUR STATEMENT?
BILL PLANS DETAILS
Paid in Full Full Payment due at bind
Semi-Annual50% down payment50% billed in month 6
Quarterly 25% down payment25% due in months 3, 6 & 9
9-Pay25% down payment9 equal installments
Monthly Reporting12 installments based on estimated or actual use (whichever is higher)
BILL PLAN AVAILABILITY
CONTACT: Cynthia Shaw PHONE: 630-210-0409EMAIL: [email protected]
SEND PAYMENTS VIA EFT OR REGULAR MAIL:Include the policy number and amount applied. Be sure to indicate if a deposit payment.
EFT BANK DETAILS:
Fifth Third BankAccount Name: Berkley Insurance Company
Account Number: 7028993439ABA Number: 042 000 314
REGULAR MAIL
Berkley Prime TransportationP.O. Box 639838
Cincinnati, OH 45263-9838
833-79-PRIME (77463) www.berkleyprimetrans.com
REQUIREMENTS SPECIFICS
Timeframe 15-90 days prior to effective date
Filings DOT# and MC#
Applications (to quote) Commercial Trucking Application or BPT Supplemental Application
Applications (to bind) BPT Supplemental Application ACORD 125, 132, 194 (for filings)
Vehicle Schedule* Year, Make, Model, Full VIN and Stated Amount
Driver Schedule* Name, DL #, Date of Birth, State Licensed and Date of Hire
IFTA’s 4 Full Quarters - including current
Loss Runs Current year plus prior 4 years (currently valued in last 120 days)
SUBMISSION CLEARANCE REQUIREMENTS
*In excel format preferred but not required. **Note: Email submissions sent to individual team members will not be cleared.
Send your submissions to [email protected]**
• Mileage, revenue and total insured value is available.
• 20% premium deposit is required. (Cash due at bind or LOC within 30 days)
• We will bill the monthly minimum or the actual exposures, whichever is higher.
• Entire GL premium is paid in first installment.
• Current equipment list is required monthly.
• All monthly reports are due by the 10th of each month.
• Email reports to [email protected]
833-79-PRIME (77463) www.berkleyprimetrans.com
MONTHLY REPORTING POLICIES (Available on 25+ power unit risks)
LICENSING PROCESS FOR NEW STATESAs we add additional states for our fleet product offering, we do require the agency and producers be appropriately non-resident licensed with Berkley Prime Transportation.
NON-RESIDENT APPOINTMENT PROCESS:
• Submit your request for appointment to: [email protected]
• Include a copy of:
• Agency Non-resident license
• Producer(s) Non-resident license
• License Number
• Expiration Dates
FLORIDA
• Available for policies with an effective date of 03/15/2020.
• Standard/Preferred Fleets with 10+ power units.
• No safety alerts in ANY category.
• Minimum of 2 years CDL experience.
• Driver Violations – maximum of three minor violations or one major and two minor violations.
UNACCEPTABLE RISKS:• Intermodal
• Dump Truck (including tractor/dump trailers)
• Dirt, Sand, & Gravel (including tractor/dump trailers)
• Available for policies with an effective date of 04/15/2020.
• Standard/Preferred Fleets with 10+ power units.
• No safety alerts in ANY category.
• Minimum of 2 years CDL experience.
• Driver Violations – maximum of three minor violations or one major and two minor violations.
PENNSYLVANIA• No Sole Proprietorship
The Agency and Producer licensing appointments must be in our system in order for your organization to be cleared on any submissions for new states.
833-79-PRIME (77463) www.berkleyprimetrans.com
TEXAS
STATE SPECIFIC UNDERWRITING GUIDELINES