Call KBS from 8:30 AM - 6:00 PM EST for assistance with any part of this application.  You will
receive an email confirming our receipt of your questionnaire.  Rate indications are usually available
within 48 hours (sometimes even the same day!) and we will notify you of any significant delay.  
Providing the following additional information will let us more quickly obtain a competitive quote.

1. Driver List (names, dates of birth, DL#, SS#, and start dates)
    Click here to access a Driver List form ready for printing.

2. Workers Comp. Policy "Declarations Pages"
    Also sometimes called the "Information Pages" or "Face Pages," these help us show you
    how different options compare and also helps us negotiate with underwriters.

3. Driver Contract or Lease Agreement -- copy

 Please fax or send additional information to KBS when possible.  KBS Fax Number: 914-636-0802
 Please
note that no insurance is bound pending insurance carrier approval.  

Proceed to Questionnaire

Return to  CAPS Program Info., Applications,  Client Services

 

 

 

 

 

CAPS Program Questionnaire
Please answer ALL questions, unless inapplicable.

Named Insured: 

Are you also interested in Workers Compensation protection for your employees
(with no charge or audit risk for IC's)?
    Yes     No

Phone:        Fax:  

Type of Organization:

Federal Employer ID Number:

Contact Person:  
Title:  

E-mail:  

Year Established:     (If less than 3 years, describe experience)

Owners / Exec. Officers: (names, titles, % ownership)

Number of Locations:

States Where You Have Offices: 

Complete Addresses of all Locations: (if more than one, indicate HQ)

Operations Information:

Current Number of Indep. Contractor Drivers based in Each State:
    State 1:                      No. I/Cs: 
    State 2:                      No. I/Cs: 
    State 3:                      No. I/Cs: 
    State 4:                      No. I/Cs: 
    State 5:                      No. I/Cs: 

Items Transported

1

2

3

4

Commodity

Docs/Parcel

% of Shipments

Do You handle, under your operating authority, any HAZMAT?
   Yes     No        If Yes, explain:

Radius of Operations:  % of Trips 0-50 Miles:     % Over 50 mi. 

Parcel Weight:  0-50 lbs: %    50-100 lbs: %    over 100 lbs: %

Describe handling if other than manual:

Is Casual Labor used?     Yes     No    If Yes, explain:

Are Bikes or Mopeds used?     Yes     No        If Yes, how many?

Are Foot Messengers used?    Yes     No       If Yes, how many?

Do you operate a Warehouse?    Yes     No   Describe:

 
Plan Information/History:

Do you currently sponsor an Occupational Accident and/or Workers Comp. plan for contract drivers?   Yes     No 

If yes, provide the information in the table below for the past 3 years as well as copies
of policies or certificates, loss runs, and explanation of claims over $50,000.

Coverage Period

Insurance Co. Premium Total Losses incl. Reserves Monthly Premium per Driver
$ $ $
$ $ $

Will you settle/deduct premiums on behalf of the Contract Driver for this Plan?   Yes     No

Will the Occupational Accident Plan (CAPS) be mandatory for all Contract Drivers?   Yes     No

How will plan information / coverage be communicated to drivers?

Do you utilize an outside vendor for IC "payroll" services?   Yes     No
   If yes, you agree to provide CAPS program Administrators with information necessary
    and relevant to the adjudication of claims made by insured contractors.

Safety, Losses, and Loss Prevention:

W.C. Experience Modification Factor:      (check here if none: )

In the past 3 years, have you defended against an independent contractor claiming employee status?    Yes     No.    How many W.C. Awards?    Details:

Person Responsible for Safety:     Title:
    Years with You:         Years of Loss Prevention work:

Provide Minimum Standards for Contractor Drivers:
    Min. Age:             Max. Age:                   
    Do you run MVR's?     Yes     No 
    Max. number of Accidents permitted in 3 years:  
    Max. number of Moving Violations permitted in 3 years:  

Describe any other hiring standards, guidelines, and procedures for IC's
     -- such as orientation, vehicle standards, experience, etc.
   

Do you provide training or ongoing safety meetings for IC?    Yes     No. 
    Describe all safety programs, training, meetings, incentives: 

    Attach copies of any written materials
   

Do you utilize a standard "lease" or "contractor" agreement for all IC drivers?
    Yes     No      If yes, remember to fax a copy to KBS (914-636-0802)

Does the lease agreement, contract, or written procedures require the following of the IC?
    a.  Yes  No   He owns his equipment or holds it under a bonafide lease arrangement.  
    b.  Yes  No   He is responsible for the maintenance of the vehicle.   
    c.  Yes  No   He bears the principal burdens of the vehicle operating costs.   
    d.  Yes  No   He is responsible for hiring and supervising necessary personnel.   
    e.  Yes  No   His compensation is based on factors related to the work, not time.   
    f.   Yes  No   He is responsible for selecting the method/ means of performing svcs.   
    g.  Yes  No   He has entered into an indiv. written contract that specifies his 
                                  relationship to be that of an independent contractor, not an employee. 

Notes / Comments:

By submitting this form you agree that to the best of your knowledge, the information given is accurate and factual, understanding that this form does not bind any Agent, Carrier, or Administrator to coverage.  This is a Quotation Request Form and will not effect any insurance until approved in writing from carrier's authorized representative.

Thank you for turning to KBS.  Be sure to provide the documents we
requested at the top of this page if possible.  We will get back to you soon!

                                        Return to Top of Page
                                        Return to CAPS Program Info. (do NOT submit)
                                        Return to Applications (do NOT submit)
   
                                    Return to Client Services (do NOT submit)
      

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