Eight first builds we have done before and can scope on the call. Pick one of these or anything from your map. Each one is fixed scope and live by day 14.
DOT number in, ACORD pack out
Before
A CSR rekeys 45 minutes of carrier data into ACORD 125, 126 and 137 for every trucking submission.
After
Type the USDOT number. The three forms come back prefilled, with the carrier’s safety and filing snapshot attached, in about 20 seconds.
Renewal radar
Before
Someone works a spreadsheet of expiration dates and forgets the ones that matter.
After
90 days before each commercial renewal, the current filings and safety data are pulled and the remarketing email is drafted for the producer.
AMS rekeying killer
Before
Every web lead and quote request is retyped into the AMS by hand, usually a day late.
After
New requests land in NowCerts, EZLynx, AMS360 or HawkSoft as a client and opportunity without a CSR touching them.
Inbound lead triage
Before
Producers open every quote request cold and spend the first 15 minutes finding out if it is worth writing.
After
Each request arrives scored against FMCSA data: authority, filings, safety, and what the carrier is likely to need.
COI automation
Before
Certificate requests pile up in a shared inbox and a CSR builds each ACORD 25 by hand from the last one issued.
After
The holder’s request becomes an ACORD 25 filled from the policy as it stands today, checked against the holder’s limits, sent from your agency, and logged to the account. Renewal reissues go out on their own.
Document intake
Before
Dec pages, supplemental apps and carrier emails arrive as PDFs and get retyped, field by field, into the AMS or a submission.
After
Each document is read into structured data with a confidence score, verified by a human once, and written to the AMS or the submission. Nothing is typed twice.
Loss-run processing
Before
Loss runs are requested by email, chased for weeks, then summarized by hand across every prior carrier before the account can be marketed.
After
Requests go out on the right form to each prior carrier, replies are tracked, and every run is read into one loss summary by year, claim and cause that an underwriter can use.
Carrier portal quoting: your first carrier
Before
One application is rekeyed into three or four carrier portals, each with its own quirks, while the producer waits on all of them.
After
We log in to your highest volume carrier’s portal, enter the risk from one application, and bring back a firm, bindable quote that syncs to the AMS. More carriers are added one build at a time on the monthly plan.