Start a conversation
Tell the story of a typical shipment.
Describe what you move, where it goes, and which responsibilities belong to your business. Bring the unusual loads and contract questions into the same conversation.
Choose a time to walk through the account.
Use the team calendar to arrange the first discussion. You can describe an upcoming renewal, a new contract, or a specific uncertainty in the current insurance.
Discuss your operationScheduling opens the Tools for Enlightenment team calendar on Cal.com.
What to have at hand
- What you buy, store, deliver, or carry for others
- Current policy periods and the decision you need to make
- A description of vehicles, storage, routes, and unusual loads
- Which lease, sales, or transport terms prompted the conversation
Keep policies and contracts available for the conversation.
For an existing incident or urgent policy matter, use the reporting and servicing contacts in your policy. This calendar starts new discussions.