Solution

Submission Desk

Build a trucking underwriting submission packet — account, drivers, power units, trailers — then send it to the underwriter from your own domain in one click, packet attached. Type it in or bulk-import the Excel template.

A submission is only useful once it reaches an underwriter. The Submission Desk builds the packet and ships it.

Start with the insured name and USDOT — DOT Intel pre-fills what the corpus already knows: legal name, garaging, fleet counts. Add the schedules — drivers, power units, and trailers — by typing them in or bulk-importing a four-sheet Excel template for fast entry. A readiness score shows what's complete before you send, and Placement Fit ranks which markets are most likely to write the account.

Then send it. Once your agency's sending domain is verified, "Send packet to underwriter" is a single click: the filled four-sheet workbook attaches automatically, the email goes out from your own domain as ordinary business correspondence (no marketing footer on a submission), and the send is logged to the carrier's CRM timeline — delivery and open events thread right back onto it, so you know the underwriter received it.

Prefer to send from your own mail client? Download the packet and use the pre-composed email instead — the choice is yours, and nothing is gated on setup.

Ready to put this intelligence to work?

Book a demo and see how this module fits your team's workflow.