Start with the report
Read the carrier record before the next call.
Review fleet and authority details, public insurance filings, coverage history, and available safety information together. Source dates and labeled estimates help you decide what to verify.
Use the report to prepare outreach, support a submission, or brief a colleague. Keep the application, loss history, and the insured's answers alongside the public-record evidence.
Example PDF · fictional carrier data
The example shows the report format. Your account report uses the records available for the USDOT you select.
Choose the work in front of you
From the prospect list to the account discussion.
Start with the question you need to answer, then review the records and prepare the next action.
Build a trucking prospect list
Start with the states, fleet sizes, and operating characteristics you work with. Review matching accounts and their public records before deciding which ones deserve a call.
Explore prospect researchPrepare the account for review
Bring authority, fleet, filing history, and published safety information into one report. Use it alongside the application, schedules, and loss runs to identify questions for the insured or underwriter.
Explore carrier researchPrepare for a renewal conversation
Use estimated renewal timing and observed filing changes to organize follow-up. Confirm the actual dates, coverage, and account circumstances with the insured before planning the next step.
Understand renewal estimatesResearch insurer activity in a territory
Compare observed insurance filing activity by state, insurer, and fleet size. Use the evidence to prepare questions for your markets, then confirm their current requirements directly.
Explore market researchUnderstand the records behind the report.
Keep working with your agency systems.
Carrier research and reports stand on their own. Watchlists, Pipeline, Submission Desk, and verified-domain email support follow-up when you need them. You can use the report without moving your agency into a new CRM.
Free signup includes 100 distinct carrier records in one lifetime allowance. No card required. The allowance does not reset each month.