Branch Security / Facility

  • Is the key box secured at all times?

  • Are all vehicles on site secured?

  • Is the alarm / CCTV fully operational and in use?

  • Is the car park organised / evidence of a proactive car park plan?

Underwriting

  • Audit 10 tickets and assess for compliance?

  • Is there evidence of ticket auditing by the management team?

  • Are retail balances in line with group policy?

  • Are pended tickets managed in line with group policy?

  • Are call backs being proactively managed and worked daily?

  • Are all U21 rentals in line with group policy?

  • Is ID3 Compliance in line with group process?

  • Are FNOL cards in place and being used proactively?

  • Are employees wearing / using the etool / evaluator

Compliance

  • Is customer data secured in line with group policy?

  • Is the Health & Safety manual present and up to date?

  • Is there an Ops plan in place and being actively used?

  • Is the branch OX/DX Tracker in place and up to date?

  • Is the branch tracking MTD PD & Uninsured losses?

  • Is the branch compliant on the missing docs report?

  • Is the branch completing an end of day reconciliation on USG daily?

  • Are daily VSA spot checks being completed and filed daily?

  • Have all employees been observed completing boot to boot inspections to the required standards?

  • Does the branch have a sufficient supply of contracts / COC's / Etools and other VSA supplies?

  • Is there evidence employee hours are being managed with regular lunch breaks taken?

  • Is there evidence of an active safe driving policy including a countdown board?

  • Are the Risk BHAG goals posted in branch and are employees aware?

ESQI / Growth

  • Are all employees dressed in line with group policy? (Erac / Agency)

  • Is there evidence of a positive attitude / employee engagement at the branch?

  • Is the counter coach present and giving feedback?

  • Are the branch actively using the SFL with every customer including a robust corporate plan?

  • Additional Comments

  • Add signature

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. Any ratings or scores displayed in our Public Library have not been verified by SafetyCulture for accuracy. Users of our platform may provide a rating or score that is incorrect or misleading. You should independently determine whether the template is suitable for your circumstances. You can use our Public Library to search based on criteria such as industry and subject matter. Search results are based on their relevance to your search and other criteria. We may feature checklists based on subject matters we think may be of interest to our customers.