Chartis The Truck Insurance Group

This new Internet rated program from Chartis The Truck Insurance Group is available to you from Innovative Insurance Solutions and Winter Group, Inc.

 

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Acceptable Commercial Vehicle Risks
Risk Qualifications for ETruck
Items Required to Obtain a Quote

  • 1-4 Units TiQuote (Simplified application)

  • 1-25 Units Small Fleet Application (2 page Chartis application, 4 page worksheet and Acord 194)
     

  • (1-4 Units or 1-25 Units) Current MVR within 30 days.
Driving Qualifications For Chartis
  1. Drivers must have at least two years of commercial driving experience with a Class A License in the vehicle being asked to insure.
  2. Driver must have two years of own liability experience or four years of commercial driving experience.
  3. If multiple vehicles on schedule each driver cannot have more than three moving violations within the last three years.
  4. If owner/operator, cannot have more than two moving violations within the last three years.
  5. DUI's and careless/reckless convictions have to be more than seven years old to consider.
  6. Drivers cannot be younger than 23 or older than 65, but can consider a driver up to age 70 with a long form medical.
  7. If driver is between 23 and 25 must have a clean driving record.
  8. Driver cannot have more than one moving violation within the current driving year.
  9. Driver cannot have more than one chargeable accident within the last three years and cannot have more than one chargeable accident and one moving violation within the past three years.

Ed: 7/28/04
 
Claims Handling Service
  • 24 hour service (1-800-426-3168) 8:00am to 4:00pm EST, (1-800-241-2541) 4:01pm to 7:59am. First number will refer you to the second number after 4:00pm EST.
  • Claimant and Client contact within 24 hours
  • Claims managers on call 24 hours a day, seven days a week
  • Catastrophic response team
  • Adjusters are transportation specialists
  • Nationwide network of engineers, independent adjusters, attorneys and appraisers
  • Flexible programs: SIR / Deductible / First Dollar
  • Subrogation claims handled by an Chartis specialized recovery unit
  • Services are available unbundled
  • Consistent reserving
  • Centralized supervision
  • Litigation management:
    • Client/Broker participation
    • Centralized control of activities and billings
    • Trial attendance
  • Aggressive cost containment
  • Complex claims staff averages in excess of 20 years transportation claims experience

For More Information contact Tim Horgan or Rocky Montoney at 800-426-3168 or email us at timothy.horgan@Chartis.com rocky.montoney@Chartis.com
 

Documents Required to Bind:

These documents MUST be provided in order to bind. Without any one of them, Chartis will NOT bind the risk.

Complete the forms and fax to (858) 444-3261

Or contact:
Tom Guest (800) 211-2860 x110
email: tguest@wintergroupinc.com

If you are binding 1-4 units, items 1-8 are required. For more than 4 units all items are required.
*See note for how to submit the form data via email.

  1. 1-4 Units TiQuote (Simplified App)
    1-25 Units Small Fleet (Chartis complete application) sign and date at least 1 day prior to date of binding (cannot bind on same date)
    If risk is an Intrastate risk, will need state of authority filing number, the MC and DOT #s.  If a new risk, the application for filing.
    If an Interstate risk, need the schedule B or the quarterly IFTA reports.
  2. State of domicile UM form and (PIP if applicable) signed and dated by your client. Call for the correct UM#. Click here for your states forms.
  3. Terrorist Rejection Form signed and dated (if rejecting terrorist coverage). If applicant chooses to take the coverage, nothing is required.
  4. (1-4 Units) Sample Experience & Loss Letter when no loss runs are available for non-fleet.
    Also, if no loss runs are available, a signed letter stating the liability loss and driving experience for the past five years is acceptable.
    (5 or more units) must have currently valued loss runs for the past four years.
  5. Current MVRS valued within the last 30 days
    All drivers must have at least two years of verifiable CDL driving experience. A signed letter will be acceptable for one to four units with name of prior employer.
  6. Copy of Premium Finance Agreement and Down Payment Check unless you are using Quick Release
  7. Copy of Vehicle Registration Form or apportionment card for each vehicle MUST be provided within 30 days of binding.
  8. Copy of down payment check and premium finance agreement unless quick release has been arranged with your premium finance company.
  9. Acord Form 194 needs to be completed when requiring either a state or federal filing. All numbers must be shown for the necessary filing to be done.
  10. Loss Runs currently valued for past 4 years if 5 or more vehicles
  11. Financial Statements or Federal Tax Returns for the past 2 years (11 or more vehicles).

Additional Downloads

Additional forms for download.

Underwriting and Request to Bind Worksheet

Large Fleet Application and Instructions

Submitting the Adobe form(s)

*After completing the form you are working on, click on the [Email Form] button. That will provide you with instructions for emailing the data. (You need the full version of Adobe to do this. If you do not have the full version, you may request a copy by sending an email to pwinter@wintergroupinc.com.)

Note: Not all forms may be filled in online. Some require signatures and therefore must be faxed to one of the numbers given above.

 

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