For MGAs and programs.
From submission to bordereau, without anyone rekeying it.
A full underwriting and operations layer for transportation insurance — built by insurance operators. Every step documented in your system, and your team signs off on anything that goes out. The method stays yours.
How it flows.
The life of a file.
One file, start to finish. Each stage is drafted, screened and documented — a person approves what matters.
A submission comes in.
Apps and loss runs become structured, verified data.
Every insured gets screened.
OFAC runs at intake, with a record kept for the audit.
It gets an appetite check.
Bad fits are flagged before anyone spends time quoting.
It gets underwritten.
A full risk read and an indication in about a minute.
It binds and changes.
Documents are drafted and premium changes reconciled.
Month-end hits.
The bordereau is built and ready for the carrier.
Everything it runs.
Is every file audit-ready?
From submission to bordereau, every step documented. Running a program that’s outgrown its system? We build those too.
UNDERWRITING
DOT, authority and CSA on any carrier
Liability, physical damage and cargo indications
Any prospect looked up by DOT
INTAKE
Email classified, extracted and filed
Loss runs extracted and tied out
MVRs matched to the right drivers
ADDRESSES
Every address verified and typed
Virtual mailboxes flagged
A street-level look at the site
COMPLIANCE
OFAC at intake, re-screened daily
Driver and maintenance files tracked
Filing deadlines watched
FINANCIAL
Endorsement ledger, money in and out
Premium billed and reconciled
Bordereaux and statements built monthly
EVERY MORNING
A briefing on renewals and deadlines
Safety and claims flagged
Data checked every hour
Take it with you.
The program kit.
The pieces to read now or take to your carrier.
Running a program that’s outgrown its system? We build those too.
Tell us where the hours go. We’ll show you what can come off the desk.
Book a 30-min consult