For retail agencies.
Your producers didn’t get into insurance to retype ACORDs.
Scalehouse automates the back-office grind for trucking and transportation agencies — built by insurance operators, documented in the system you already use, and your team signs off on anything that goes out.
Here’s what runs on its own.
A day at the desk, minus the typing. Every step is drafted, documented and waiting for a person to approve.
An email lands.
It’s read, sorted and routed to the right person, with a reply already drafted.
A new submission comes in.
ACORD apps and loss runs are pulled into clean data. Nobody retypes them.
A client needs a certificate.
The COI is prepped and waiting for one click to send.
A change request shows up.
The endorsement is drafted and invoiced, ready for review.
A renewal is coming up.
It’s flagged early and the remarket is already prepped.
Attachments pile up.
Every document gets filed to the right account.
Everything it runs.
Keep your system. We automate around it.
Or let us build one for your shop. Either way, it lives where your team already works.
INTAKE
Every email read, sorted and routed
ACORDs and apps typed in once
Loss runs extracted and tied out
DRIVERS & UNITS
Driver changes drafted for the carrier
MVRs pulled and matched
Fleet schedules built from spreadsheets
ENDORSEMENTS
Change requests drafted and invoiced
Follow-ups tracked until done
COIs ready to send in one click
RENEWALS
Expirations flagged early
The renewal file built for you
Remarket prepped
PROSPECTING
Any prospect looked up by DOT
Authority and CSA read before you quote
Bad fits flagged before you quote
EVERY MORNING
A briefing on renewals and deadlines
MVRs and credentials coming due
Notes written to the file for you
Take it with you.
The agency kit.
The pieces to read now or hand to a partner.
Bring your numbers.
Tell us what slows your team down. We’ll show you what can come off their plate.
Book a 30-min consult