Checking/Maintaining Drivers on insurance

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for checking, adding and maintaining drivers within the company.

Notes: Probationary status means that if they get any more violations they will not be insurable. 

  1. Log into:



                              ii.  Budds123

                                   1. Might need a verification code from mikes gmail.

          2. Go to “More” and click Drivers

        3. Click Add Driver

                   a. If checking status of someone's driver's license, click Prospective Driver.

                   b. It says middle name is not required, but it requires you to add one.

                   c. “Relationship to insured” will be “All others” if not related to owner.

      4. Status should update quick. If a rush, can call Reva(assistant for federated insurance) at 844-530-8989 

Note: This SOP can be customized based on the specific requirements and guidelines of Budd’s Plumbing. Regularly review and update the SOP to ensure it remains accurate and aligned with the company's evolving needs. Make notes below in Red that would make this SOP more efficient. Before changing the SOP above, Ben and Mike need to sign off on it.