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.
In a market growing at 6% annually, operational bottlenecks, not market conditions, are your biggest threat to growth.
Manual data re-entry across carriers wastes hours per submission, losing time-sensitive commercial fleet clients to faster competitors.
FMCSA, DOT, and state-specific requirements change constantly. Manual tracking leads to costly missed flags and coverage errors.
CRM, rating engines, policy admin, and claims don't talk to each other, creating data silos and a fractured client experience.
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.
Compare 20+ carriers in under 90 seconds. Pre-fill applications, auto-score drivers, and present side-by-side comparisons to close faster.
Sales VelocityReal-time DOT authority verification, safety rating monitoring, and CSA score alerts. Catch compliance issues before they become coverage problems.
Risk ManagementCentralized vehicle, driver, and commodity tracking. Manage owner-operators to 500+ unit fleets with VIN-level granularity and telematics data.
OperationsFrom quote to bind to renewal, automated workflows eliminate manual steps. Issue certificates, endorsements, and cancellations in clicks.
AutomationTrack GWP, loss ratios, carrier profitability, and producer performance in real time. Identify top-performing niches instantly.
Business IntelligencePre-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.
Deep dive into your carrier relationships, workflows, and current tech stack.
1 weekSalesforce configuration, carrier API connections, and data mapping.
1-2 weeksSprint-based builds with weekly demos. We adapt as your needs evolve.
4-6 weeksRole-based training for producers, CSRs, and management.
1-2 weeksGo-live with hypercare support and ongoing managed services.
OngoingSee exactly how much revenue your aggregator is leaving on the table, and how our platform closes the gap.
Our team includes former insurance professionals who understand owner-operators, FMCSA requirements, commercial auto coverage, and program business structures, not just software.
Built on the world's #1 CRM platform, giving you unmatched scalability, security, and seamless integration with every part of your business operation.
100% focused on the US commercial trucking insurance market. We know state-specific filing requirements, surplus lines regulations, and program structures.
300+ Salesforce implementations across 25+ industries including Financial Services Cloud, battle-tested methodologies on every deployment.
Join leading commercial trucking insurance aggregators who've modernized their operations with IDEfforts' Salesforce-powered platform.