From Data Explorer to CRM
Find the Account. Convert It to a Lead.
When you find a motor carrier worth pursuing in Data Explorer, convert it to a lead and start working the account without rebuilding the record in another system.
The carrier intelligence is already connected to the account before your producer starts selling.
✓ Motor carrier and DOT information
✓ Contact and operating information
✓ Fleet and carrier context
✓ Safety, compliance, insurance, and other available carrier intelligence
Keep the Pipeline Moving
Know Exactly Where Every Account Stands
Move accounts through a simple sales lifecycle from lead to opportunity to customer, while keeping ownership, sales stage, and account activity visible along the way.
01 · Lead
Start Working the Account
Assign the lead, begin outreach, and track the next step while the carrier context stays attached.
02 · Opportunity
Work the Active Deal
Move qualified accounts forward, manage follow-up, and prepare the quote when the opportunity is ready.
03 · Customer
Keep the Account Connected
Once the account is won, keep the customer, policies, documents, certificates, and ongoing activity organized in My Portfolio.
Track the Selling Process
Use sales stages such as New, Attempted, Contacted, Nurturing, and Unqualified to see where accounts are in the producer workflow and where follow-up is needed.
Activities & Follow-Up
Keep the Next Step From Getting Lost
Keep notes, follow-up, tasks, and sales activity connected to the account so producers know what happened, what comes next, and who is responsible.
Account Notes
Keep notes connected directly to the account.
Follow-Up Tasks
Create a follow-up task while logging the activity.
Account Ownership
Assign accounts and activity to the right producer.
Connected History
Keep follow-up tied to the motor carrier record.
From Opportunity to Quote
Build and Send the Quote Without Starting Over
Carrier IQ carries the motor carrier information you already have into the Quote Application workflow so your team can move from opportunity to quote with less manual research and data entry.
184+
carrier data points can be automatically populated into the Quote Application workflow.
Build the Application
Work through carrier, commodities, ownership, policy history, drivers, units, underwriting, coverages, and other quote information.
Generate & Send
Generate a professional PDF and send the quote directly from Carrier IQ.
Sales Visibility
See What Your Team Is Actually Working
Give producers and agency leaders a clearer view of activity, conversions, and pipeline without building another spreadsheet or piecing together separate reports.
✓ Calls made
✓ Leads worked
✓ Conversions
✓ Open pipeline
✓ Activity by producer
✓ Pipeline by stage
Why Carrier IQ CRM
A CRM Built Around the Motor Carrier
Instead of creating an empty company record and filling in the basics before your producer can start working, Carrier IQ lets your team begin with the motor carrier information already available in Data Explorer.
Carrier Context
Understand Who You’re Calling
Work from carrier identity, contacts, operations, fleet, insurance, safety, compliance, and other available intelligence instead of researching the account again.
Sales Workflow
Keep the Opportunity Moving
Manage the account, sales stage, assignee, activity, follow-up, and pipeline without disconnecting the sales process from the carrier record.
Quote Workflow
Quote From the Same Platform
Carry the carrier information into the Quote Application, complete the workflow, generate the PDF, and send the quote without starting from scratch.
One Connected Platform
From Carrier Search to Customer Management
CRM is the middle of the Carrier IQ workflow, connecting the opportunities you find in Data Explorer with the accounts you manage in My Portfolio.
01 · Data Explorer
Find & Qualify
Find motor carriers and understand which opportunities are worth pursuing.
02 · CRM
Work & Quote
Manage the opportunity, follow up, build the quote, and move the account toward a win.
03 · My Portfolio
Manage Your Book
Keep customers, policies, documents, certificates, and ongoing account activity organized.
Ready to Work Smarter?
Turn More Carrier Intelligence Into Active Opportunities
Find the account, work the opportunity, build and send the quote, and keep your pipeline moving with Carrier IQ.
START NOW →
No long-term contracts. Cancel anytime.