Oil and gas accounts get stuck when a broad label hides the field work.
Different operations are blended
Separate field service, transportation, fabrication, equipment operation, maintenance, and office work by payroll and location.
The jobsite is not explained
Show basins, customers, contract requirements, active-well-site exposure, who controls the site, and how stop-work authority operates.
Driving and equipment disappear
Describe travel, fleet, pressure, lifting, heights, equipment used or serviced, operator requirements, losses, and the controls that changed afterward.
Start with the operating story.
We want to review oil-and-gas opportunities when the file separates the work, identifies the jobsite and contract requirements, and shows the current driving, equipment, safety, loss, and corrective-action facts.
- Services and payroll percentages for field, transport, fabrication, maintenance, equipment, and office work
- Basins, territories, customers, contracts, and active-well-site exposure
- Driving, fleet, pressure, lifting, heights, and equipment operated or serviced
- Jobsite control, operator requirements, stop-work authority, training, and supervision
- Losses by operation and site plus the corrective action that followed
Facts over labels
An oil-and-gas label can hide the differences between transportation, fabrication, maintenance, equipment service, and work at an active site. Those duties can carry different driving, pressure, lifting, height, contract, and supervisory facts. Separate them so the reviewer does not have to guess what the crews actually do or who controls the work.
What helps us review the opportunity
Oil and gas accounts need precise separation of field, transportation, fabrication, service and office work, plus basin, contract, equipment, height, pressure, driving, and site-control details.
Tell the exposure story
- Remote driving and field-service work
- Pressure, lifting, equipment and work at height
- Operator requirements and multi-employer sites
Questions worth answering
- Does work occur on active well sites?
- What equipment is operated or serviced?
- Who controls the jobsite and stop-work authority?
What to send if you have it
- Services by percentage of payroll
- Territories, basins and customer contracts
- Fleet, equipment and site-safety controls
- Loss runs, mod worksheet and corrective actions
Start with what you have
Upload the available application, loss runs, supplemental, and mod worksheet, or complete the short online form. Missing items do not stop the first conversation; we will tell you what is needed next. Your existing agent can remain involved.