Your Current Book
Keep the Accounts You Win Organized
Once an opportunity becomes a customer, My Portfolio gives your team a central place to manage the account and the ongoing work behind it.
The account stays connected to the motor carrier information your team used to find, evaluate, and win it.
✓ View and search your current customers
✓ Track active and former accounts
✓ Assign account ownership across your team
✓ Keep ongoing account activity organized in Carrier IQ
Policies & Renewals
Stay Ahead of the Accounts You Already Have
Keep policy information and expiration dates connected to your current customers so your team can see what is coming up and start working renewals before they become urgent.
Policy Details
Keep Coverage Information Together
Track policy number, carrier, policy type, status, effective date, expiration date, premium, and related motor carrier information.
Renewal Visibility
Know What Is Coming Up
Search and filter policies by expiration date so your team can identify upcoming renewals across the current book.
Account Context
Work the Renewal With Context
Keep policy and renewal information in the same platform as the customer and underlying motor carrier intelligence.
Two Different Renewal Workflows
Prospect for New Business. Manage the Business You Already Have.
Data Explorer · Policy Renewals
Find Renewal Opportunities
Identify motor carriers approaching a potential insurance decision that you want to prospect and win as new business.
My Portfolio · Renewals
Renew Your Current Customers
Track the policy and expiration information for accounts already in your book so your team can stay ahead of upcoming renewals.
Document Management
Stop Hunting Through Folders and Inboxes
Keep important account documents accessible from Carrier IQ so your team can find the files they need without piecing together information across shared drives, email, and local folders.
Upload & Add
Keep account files inside the platform.
Search & Filter
Find documents without digging through folders.
Track Status & Dates
Keep document status, dates, and expiration information visible.
Download When Needed
Give your team quick access to stored files.
Certificates of Insurance
Issue and Track COIs From the Same Platform
Manage certificates alongside the customers and policies behind them instead of treating certificate work like a separate administrative process.
✓ Issue Certificates of Insurance
✓ Search and filter certificate records
✓ Download completed certificates
✓ Track Draft, Issued, Invalidated, Superseded, and Expired statuses
Certificate Holders
Keep Holder Details and Requirements With the Account
Store the information your team needs to manage certificate holders without rebuilding the same holder details each time a request comes in.
Contact Details
Know Who the Holder Is
Keep company, contact, email, phone, and address information organized.
Additional Insured
Track Special Requirements
Record whether the holder requires Additional Insured status.
Waiver of Subrogation
Keep Requirements Visible
Track waiver requirements directly on the certificate holder record.
Notes
Preserve the Details
Keep additional holder-specific information available to your servicing team.
More Than Account Storage
Your Book Shouldn’t Become Disconnected the Moment the Sale Closes.
Carrier IQ keeps the customer connected to the same motor carrier environment your team used during prospecting and quoting.
That gives your agency one connected workflow from first opportunity through policy management, renewal, certificates, documents, and ongoing servicing.
One Connected Platform
From First Search to Every Renewal After
My Portfolio completes the Carrier IQ workflow by giving your team a place to manage the accounts that move from opportunity to customer.
01 · Data Explorer
Find & Qualify
Find the right motor carriers and understand which opportunities are worth pursuing.
02 · CRM
Work & Quote
Manage follow-up, move the opportunity forward, and build and send the quote.
03 · My Portfolio
Manage & Renew
Manage the customers you win, stay ahead of renewals, and keep ongoing account servicing organized.
Manage the Book You Worked Hard to Win
Keep Customers, Renewals, and Account Work in One Place
Manage policies, upcoming renewals, documents, certificates, certificate holders, and ongoing customer activity with Carrier IQ.
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No long-term contracts. Cancel anytime.