TRUCKING AGENTS

CRM For Trucking Insurance Agents.

Truckers need MC authority, commercial auto, cargo, bobtail, and physical damage. ALE automates the trucking book.

TRUCKING INSURANCE IS SPECIALIZED

Trucking Insurance Is Specialized

Trucking requires MC authority coordination, per unit tracking, and DOT compliance. Standard CRMs fail.

MC Authority Coordination

Authority status drives rates.

Per Unit Tracking

Each truck tracked separately.

DOT Compliance

FMCSA scores impact rates.

THE TRUCKING PLAYBOOK

The Trucking Playbook

01

MC Authority Tracking

Authority status per client.

02

Per Unit Pipeline

Trucks tracked separately.

03

DOT Score Monitoring

FMCSA CSA scores tracked.

04

Renewal Shop Defense

60, 30, 14 day reminders.

05

Cross Sell Drips

Cargo, bobtail, PD.

06

Annual Review

Fleet growth review.

WHO THIS FITS

Who This Helps

Trucking Specialists

MC authority focused.

Commercial Auto Agents

Fleet books.

Multi Line Producers

Cross sell heavy.

Growth Stage Agencies

Scaling trucking.

PACKAGE FIT

ALE Packages

Launch: $497 per month

MC tracking, per unit pipeline, renewal defense.

  • Core CRM
  • MC authority tracking
  • Per unit pipeline
  • Renewal defense
  • Cross sell drips
SEE PACKAGES

Serve Truckers.

Book a 20 minute demo. We will walk through trucking workflows.