The Smarter Way to
Quote, Bind & GrowTrucking Insurance
Purpose-built Salesforce-powered software for US commercial trucking insurance aggregators, MGAs, and wholesalers. Multi-carrier quoting, FMCSA compliance, and full policy lifecycle, in one platform.
Are Leaving Revenue Behind
In a market growing at 6% annually, operational bottlenecks, not market conditions, are your biggest threat to growth.
Slow Multi-Carrier Quoting
Manual data re-entry across carriers wastes hours per submission, losing time-sensitive commercial fleet clients to faster competitors.
Compliance Gaps & E&O Exposure
FMCSA, DOT, and state-specific requirements change constantly. Manual tracking leads to costly missed flags and coverage errors.
Disconnected Systems
CRM, rating engines, policy admin, and claims don't talk to each other, creating data silos and a fractured client experience.
Invisible Renewal Pipeline
Without automated fleet monitoring and alerts, you miss upsell windows on growing fleets and lose renewals to proactive competitors.
The commercial trucking segment demands speed, precision, and deep regulatory knowledge. Generic insurance software wasn't built for the complexity of owner-operators, long-haul fleets, hazmat carriers, and intermodal operations.
Instant Multi-Carrier Quoting
Compare 20+ carriers in under 90 seconds. Pre-fill applications, auto-score drivers, and present side-by-side comparisons to close faster.
Sales VelocityFMCSA Compliance Engine
Real-time DOT authority verification, safety rating monitoring, and CSA score alerts. Catch compliance issues before they become coverage problems.
Risk ManagementFleet Intelligence Hub
Centralized vehicle, driver, and commodity tracking. Manage owner-operators to 500+ unit fleets with VIN-level granularity and telematics data.
OperationsAutomated Policy Lifecycle
From quote to bind to renewal, automated workflows eliminate manual steps. Issue certificates, endorsements, and cancellations in clicks.
AutomationAggregator Analytics
Track GWP, loss ratios, carrier profitability, and producer performance in real time. Identify top-performing niches instantly.
Business IntelligenceCarrier & API Integrations
Pre-built integrations with Progressive Commercial, Sentry, Canal, and 15+ carriers. Connect existing tools via our open REST API.
ConnectivityA structured approach that ensures success, with zero disruption to your existing book of business.
Requirements Analysis
Deep dive into your carrier relationships, workflows, and current tech stack.
1 weekArchitecture Design
Salesforce configuration, carrier API connections, and data mapping.
1-2 weeksAgile Development
Sprint-based builds with weekly demos. We adapt as your needs evolve.
4-6 weeksQA & Training
Role-based training for producers, CSRs, and management.
1-2 weeksDeploy & Support
Go-live with hypercare support and ongoing managed services.
OngoingGet Your Free Demo & Custom ROI Analysis
See exactly how much revenue your aggregator is leaving on the table, and how our platform closes the gap.
Trucking Insurance
Deep Trucking Insurance Domain Knowledge
Our team includes former insurance professionals who understand owner-operators, FMCSA requirements, commercial auto coverage, and program business structures, not just software.
Salesforce-First Architecture
Built on Salesforce, the platform every modern carrier and reinsurer already integrates with. Standard APIs, standard security, no proprietary lock-in if you ever change agency partners.
US Market Specialists
100% focused on the US commercial trucking insurance market. We know state-specific filing requirements, surplus lines regulations, and program structures.
Proven Enterprise Track Record
300+ Salesforce implementations across 25+ industries including Financial Services Cloud, battle-tested methodologies on every deployment.
Financial Services Cloud specialists with deep insurance industry experience across Sales, Service & custom development.
Join leading commercial trucking insurance aggregators who've modernized their operations with IDEfforts' Salesforce-powered platform.