Commercial Insurance • Oklahoma City, Oklahoma(580) 571-1021 • ppruett@jordan-gray.com
Parker PruettAccount Executive • Commercial Insurance
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Industry Insurance Checklists

What should your insurance conversation include?

These checklists are starting points for common commercial exposures. They are not complete coverage recommendations.

Oil & Gas

Oilfield / Energy Checklist

  • General Liability
  • Commercial Auto
  • Workers' Compensation
  • Umbrella / Excess
  • Inland Marine / Equipment
  • Pollution / Environmental
  • Transportation exposure
  • Contract requirements
  • Additional insured / waiver requests
  • Loss runs and safety controls
  • Customer/vendor compliance requirements
Oil & Gas Guide
Construction

Contractor Checklist

  • General Liability
  • Commercial Auto
  • Workers' Compensation
  • Umbrella / Excess
  • Tools / equipment
  • Builders Risk discussion
  • Subcontractor controls
  • Completed operations
  • Contract insurance requirements
  • Certificates / additional insureds
  • Project size and territory
Construction Guide
Commercial Real Estate

Property Owner Checklist

  • Building values
  • Property deductibles
  • General Liability
  • Umbrella / Excess
  • Business Income
  • Equipment Breakdown
  • Ordinance or Law
  • Vacancy / occupancy changes
  • Lender requirements
  • Portfolio consistency
  • Roof / construction / protection details
Real Estate Guide
Fleet / Trucking

Fleet Checklist

  • Vehicle schedule
  • Driver list
  • MVR controls
  • Radius / territory
  • Vehicle use
  • Trailer exposure
  • Hired / non-owned exposure
  • Physical damage values
  • Umbrella / excess limits
  • Loss history
  • Fleet safety procedures
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