Welding Quote Prep Checklist

Business: ________________ Contact: ________________ State: ________________ Main work type: ________________ Main work location: ________________ Quote due date: ________________

Use this page to keep quote details organized across carrier submissions.

Work type to describe:

• Shop fabrication
• Field welding or mobile repair
• Structural steel work
• Welding inspection or consulting
• Oilfield or industrial work
• Welding supply or gas-related operations

Carrier notes to prepare:

• Percent of work done in shop versus at customer or job sites
• Whether welding, cutting, inspection, supply, or fabrication is the main operation
• Description of materials, structures, and property worked on
• Any work involving pressure systems, confined spaces, oilfield sites, or industrial facilities
• Any subcontracted welding, cutting, inspection, or fabrication work

Hot-work and safety items to collect:

• Written hot-work procedure
• Fire watch process
• Ventilation controls
• Confined-space procedure, if used
• PPE rules
• Employee qualification or supervision process
• Lockout or energy-control process for equipment under pressure or stress
• Jobsite cleanup and spark-control process

Notes for carrier questions: ________________________________________________________________ ________________________________________________________________

General liability and contract items:

• Requested general liability limit
• Umbrella or excess limit requested
• Contract copy or insurance exhibit
• Additional insured wording requested
• Primary and noncontributory wording requested
• Waiver of subrogation requested
• Completed-operations requirement for finished welds
• Certificate holder name and address

Contract notes: ________________________________________________________________ ________________________________________________________________

Payroll and workers compensation items:

• Estimated annual payroll by employee role
• Owner payroll or officer treatment, if applicable
• Full-time and part-time employee count
• Welder helpers separated from lead welders, if tracked
• State where employees work
• Prior workers compensation policy details
• Payroll audit records from the prior term

Payroll notes: ________________________________________________________________ ________________________________________________________________

Auto, tools, and property items:

• Business vehicle list
• Driver list
• Vehicle use: mobile welding, delivery, estimates, or jobsite travel
• Trailer list, if any
• Welder, generator, torch, and tool values
• Equipment stored in vehicle, trailer, shop, or jobsite storage
• Owned or leased shop address
• Building, contents, and stock values, if property coverage is needed

Equipment notes: ________________________________________________________________ ________________________________________________________________

Subcontractor and loss-history items:

• Subcontractor names and trades
• Certificates from subcontractors
• Additional insured requirements passed to subcontractors
• Waiver of subrogation requirements passed to subcontractors
• Written subcontract agreement, if used
• Prior claims, incidents, or near misses
• Loss runs from current or prior carrier
• Explanation of corrective steps after any loss

Loss-history notes: ________________________________________________________________ ________________________________________________________________