Eligibility
Define permitted drivers, minimum age, license class, required motor-vehicle record (MVR) checks, and probationary periods to verify safe driving history and reduce exposure.
A written policy reduces liability, ensures consistent enforcement, and documents expectations for drivers and managers, helping control insurance costs and support compliance with federal and state rules.
The policy is used across HR, fleet management, finance, and by employees authorized to operate company vehicles.
Clear role assignments improve accountability for training, documentation, and incident handling.
Define permitted drivers, minimum age, license class, required motor-vehicle record (MVR) checks, and probationary periods to verify safe driving history and reduce exposure.
Specify business-only versus allowable personal use, geographic limits, passenger rules, and whether ride-sharing or towing is permitted under company insurance.
Describe scheduled inspections, required documentation for repairs, reporting procedures for defects, and who authorizes maintenance spending to preserve vehicle value and safety.
List company coverage minimums, required employee personal coverage, procedures for providing proof of insurance, and steps when coverage lapses or changes occur.
Spell out immediate on-scene actions, internal reporting timelines, insurer notice requirements, and follow-up investigatory or disciplinary steps.
State audit rights, disciplinary outcomes for violations, and the appeals or remediation process to ensure consistent enforcement and legal defensibility.
| Field | Configuration |
|---|---|
| Routing | Employee -> Supervisor -> Fleet Manager |
| Notifications | Automated reminders at 3 and 7 days |
| Authentication | Email link plus optional SMS code |
| Storage | Secure retention in HR system or document repository |
Use an eSignature platform that supports audit trails, secure storage, and integrations with HR or fleet software.
Confirm the platform encrypts data in transit and at rest and preserves audit logs to meet legal and insurance requirements.
Date policy becomes binding for new assignments
Complete driver profile before vehicle assignment
MVR and training review every 12 months
Report incidents to supervisor within 24–48 hours
Inspections monthly or per manufacturer schedule
Optica moved to digital acknowledgments to streamline onboarding and documentation
Martin Properties used online signing for vehicle authorizations and incident forms
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |