--- title: Trucking Insurance Account & Renewal Management | Carrier IQ description: Manage your trucking insurance book with Carrier IQ. Track customers, policies, renewals, documents, certificates, certificate holders, and activity. image: https://carrieriq.io/hubfs/CarrierIQ-MyPortfolio-Customers-1.png --- [Skip to content](https://carrieriq.io/my-portfolio#main-content) - [Contact Us](https://carrieriq.io/contact-us) - [Login »](https://dashboard.carrieriq.io/) [![Carrier-iQ-Primary-Logo-RGB_White-Color-2](https://carrieriq.io/hubfs/Carrier-iQ-Logos/Primary-Logo/Carrier-iQ-Primary-Logo-RGB_White-Color-2.svg) ![Carrier-iQ-Primary-Logo-RGB_Color](https://carrieriq.io/hubfs/Carrier-iQ-Logos/Primary-Logo/Carrier-iQ-Primary-Logo-RGB_Color.svg)](https://carrieriq.io/?hsLang=en) [Start Now](https://dashboard.carrieriq.io/register) - [Platform](https://carrieriq.io/platform) - [Data Explorer](https://carrieriq.io/data-explorer) - [CRM](https://carrieriq.io/crm) - [My Portfolio](https://carrieriq.io/my-portfolio) - Resources - [Blog](https://carrieriq.io/blog) - [News](https://carrieriq.io/newsroom) - [Contact Us](https://carrieriq.io/contact-us) - [Pricing](https://carrieriq.io/pricing) #### My Portfolio   # Manage Your Book. Stay Ahead of Renewals. Keep customers, policies, renewal dates, documents, certificates, certificate holders, and ongoing account activity organized in the same platform you used to win the account. [Start Now](https://dashboard.carrieriq.io/register) Cancel anytime. No long-term contracts. ![Trans RE](https://carrieriq.io/hubfs/Customer-Logos/Transre-0325.svg) ![GLS Insurance Agency](https://carrieriq.io/hubfs/Customer-Logos/GLS-0325.svg) ![KHI Insurance](https://carrieriq.io/hubfs/Customer-Logos/HKI-0325.svg) ![Elite Int Ins](https://carrieriq.io/hubfs/Customer-Logos/Elite-0325.svg) ![Tread Stone US](https://carrieriq.io/hubfs/Customer-Logos/Treadstone-0325.svg) ![Pathway Insurance](https://carrieriq.io/hubfs/Customer-Logos/Pathway-0325.svg) ![Alkeme Insurance](https://carrieriq.io/hubfs/Customer-Logos/Alkeme-0325.svg) ![The Covenant Insurance](https://carrieriq.io/hubfs/Customer-Logos/Covenant-0325.svg) ![Ozfield](https://carrieriq.io/hubfs/Customer-Logos/Ozfield-0325.svg) ![Art Insurance Family](https://carrieriq.io/hubfs/Customer-Logos/ART-0325.svg) 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 ![CarrierIQ-MyPortfolio-Customers](https://carrieriq.io/hs-fs/hubfs/CarrierIQ-MyPortfolio-Customers.png?width=363&height=143&name=CarrierIQ-MyPortfolio-Customers.png) 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. ![CarrierIQ-MyPortfolio-Policies](https://carrieriq.io/hs-fs/hubfs/CarrierIQ-MyPortfolio-Policies.png?width=792&height=287&name=CarrierIQ-MyPortfolio-Policies.png) 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. ![CarrierIQ-MyPortfolio-Documents](https://carrieriq.io/hs-fs/hubfs/CarrierIQ-MyPortfolio-Documents.png?width=792&height=166&name=CarrierIQ-MyPortfolio-Documents.png) 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 ![CarrierIQ-MyPortfolio-Certificates](https://carrieriq.io/hs-fs/hubfs/CarrierIQ-MyPortfolio-Certificates.png?width=363&height=92&name=CarrierIQ-MyPortfolio-Certificates.png) 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. [START NOW →](https://dashboard.carrieriq.io/register) No long-term contracts. Cancel anytime. ##### Features Features - [Motor Carrier Data](https://carrieriq.io/data-explorer-motor-carriers) - [Policy Renewals](https://carrieriq.io/policy-renewals) - [New Venture Leads](https://carrieriq.io/new-venture-leads) - [Mid-Term Cancellations](https://carrieriq.io/mid-term-cancellations) - [Company Safety Profiles](https://carrieriq.io/compliance-and-safety) - [Quote Applications](https://carrieriq.io/quote-applications) ##### Company Company - [About Us](https://carrieriq.io/about-us) - [Contact Us](https://carrieriq.io/contact-us) - [Blog](https://carrieriq.io/blog) - [News](https://carrieriq.io/newsroom) ##### Account Account - [Login](https://dashboard.carrieriq.io/) - [Start Now](https://dashboard.carrieriq.io/register) [![Carrier-iQ-Primary-Logo-RGB_White-Color-2](https://carrieriq.io/hubfs/Carrier-iQ-Logos/Primary-Logo/Carrier-iQ-Primary-Logo-RGB_White-Color-2.svg)](https://carrieriq.io?hsLang=en) © 2026 Carrier iQ