Parties
Full legal names for employer, driver(s), and any third-party operators; include contact details and business entity type where applicable.
A clear agreement reduces ambiguity about vehicle use, aligns insurance and liability expectations, and documents reimbursement and maintenance obligations. It supports compliance with employer policies and provides a record useful for audits, insurance claims, and legal review under ESIGN and UETA frameworks when executed electronically.
Organizations use the Team Auto Agreement where multiple employees share vehicles or company vehicles are assigned to individuals for work use.
Use profiles vary by industry; tailor sections for insurance proof, authorized driver lists, and incident reporting based on operational risk.
Responsible for vehicle assignment, maintenance tracking, and ensuring drivers meet eligibility requirements. Reviews insurance endorsements and approves vehicle use for projects or travel within organizational policy.
Manages driver vetting, disciplinary measures for policy breaches, and coordinates with legal or risk teams on liability, reimbursement and record retention for personnel-related incidents.
Full legal names for employer, driver(s), and any third-party operators; include contact details and business entity type where applicable.
VIN, make, model, plate number, and assigned unit number to avoid ambiguity during claims and maintenance tracking.
Define authorized drivers, geographic limits, personal use rules, and prohibited activities to protect insurance coverage and reduce misuse.
Specify minimum coverage, required endorsements, certificate of insurance delivery, and insurer contact information for verification.
Assign routine maintenance responsibilities, service intervals, and approval process for repairs and third-party invoices.
Allocate risk between parties, describe indemnity scope, and state limits of liability and any waiver provisions consistent with local law.
| Field | Configuration |
|---|---|
| Authentication Method | Email plus optional SMS code for added verification |
| Auto-Reminders | Send reminders at 3 and 7 days if unsigned |
| Field Types | Use signature, date, and checkbox fields for clarity |
| Audit Trail | Enable IP, timestamp, and action logging |
Confirm platform compatibility, authentication strength, and storage policies before choosing an eSignature method.
Choose storage that preserves tamper-evident copies and audit trails; enable SOC 2, ISO 27001, or equivalent controls when available.
Provide insurance certificates before vehicle operation
Complete background and license checks before assignment
Review agreement and driver status at least once per year
Report accidents to insurer and employer within 24–72 hours
Notify drivers of material policy changes promptly
Legal and risk teams review terms and coverage requirements
All parties sign and date the final agreement
Vehicle use permitted after insurance and checks are confirmed
Signed agreement and audit trail archived with backups