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Meeting Agenda...Here's what to expect when we meet.

Hi, there!

Thank you very much for your interest in working with Valley Trucking Insurance. I know how busy you are and it means a lot you took a minute to visit and share about your company. For our upcoming appointment, I wanted to share the following agenda with you, giving you the opportunity to add any items you feel are important.

A few items to gather prior to our appointment are...

Last 4 quarter of IFTA reports
Current insurance declarations page and renewal paperwork if you have received them
Last 5 years of Loss runs from your current insurance company and past insurance carriers
Here is a where you can provide your company specifics and attach the above mentioned items (Link is

Meeting agenda:

We want to hear about the history of your company. How you got started and also why you decided to take the leap.
We want to hear about the structure of your current company. This includes owners, management, departments and anything else that is important to your operations.
We want to go over your hiring practices, handbook, driver files maintenance protocol, and any disciplinary procedures you have in place currently.
Review your safety and risk management procedures
A review of your vehicle maintenance program
We want to hear about your future plans over the next 1, 3 and 5 years. Also if you have plans for selling or acquiring other trucking companies.
Next, we are going to review your FMCSA Safer scores, SMS/OOS reports and current DOT standings. We will review specific violations, trends and anything that we see in those reports.
We will review your insurance company history and chat about any losses you have had in the last 5 years.
Your operations, which will include the following: *Cargo hauled *Radius of operations. *Contracts and specific broker insurance requirements, if any *Prior year gross revenue and the projected upcoming year revenue *Mileage driven *States and largest cities entered *Filings needed *Driver schedule *Vehicle and equipment schedule
Lastly, we will go over the plan, timeline expectations and exactly what you can expect from our firm moving forward.
Please provide any other feedback you would like to add. We would love for you to give us any additional items that are important to your company. We will then discuss those at the meeting.

Please feel free to include anyone that would be vital to this meeting and allow them to also provide feedback.

We look forward to working together to come up with a solid risk management plan for your company. Here is my cell phone 509-710-8774. Please, if you have any questions do not hesitate to send me a text or give me a call.

Thank you,

McKinzee Adams | Valley Trucking Insurance

a division of All Lines Associates, Inc.

P 509.710.8774

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