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Carrier IQ Platform Demo

See How Carrier IQ Works From First Search to Customer Management

Watch a short walkthrough of how trucking insurance agencies can find and qualify motor carrier opportunities, manage leads and follow-up, build quotes, and keep the customers they win organized inside Carrier IQ.

WATCH THE DEMO ↓ EXPLORE THE PLATFORM →
In the Platform Demo
01
Find & Qualify
Find motor carrier opportunities and understand the account before you start working it.
02
Work & Quote
Manage leads, activities, follow-up, opportunities, and quotes without losing the carrier context.
03
Manage Your Book
Keep customers, policies, renewals, documents, certificates, and account activity organized.
Watch the Platform Overview

See the Carrier IQ Workflow in Action

Take a quick look inside Carrier IQ and see how motor carrier intelligence stays connected as an account moves from prospecting to quoting and ongoing customer management.

Inside Carrier IQ

Three Workspaces. One Connected Motor Carrier Workflow.

Carrier IQ is designed around what happens before, during, and after the sale. Find and qualify opportunities in Data Explorer, work and quote accounts in CRM, and keep the customers you win organized in My Portfolio.

01
Find & Qualify
Data Explorer
Search motor carriers, uncover upcoming policy renewals, find new ventures and mid-term cancellations, and use connected carrier intelligence to decide which opportunities are worth pursuing.
Explore Data Explorer →
02
Work & Quote
CRM
Turn carriers into leads, manage activities and follow-up, move qualified accounts through your pipeline, and build and send quotes without rebuilding the account.
Explore CRM →
03
Manage Your Book
My Portfolio
Keep customers, policies, expiration dates, documents, certificates, certificate holders, and ongoing account activity organized after the sale.
Explore My Portfolio →
One Connected Workflow

Stop Starting Over Every Time the Account Moves Forward

The carrier information your team uses to find and qualify an account stays useful as the producer starts selling, prepares the quote, and eventually manages the customer.

Less Re-Research
Keep the Carrier Context
Carrier, fleet, authority, insurance, safety, and operating information stays connected instead of being researched again at every stage.
Better Follow-Up
Know What Happens Next
Keep account ownership, activity, tasks, notes, and next steps visible instead of relying on spreadsheets, inboxes, or memory.
From Lead to Customer
Keep the Work Connected
Move from prospecting to quoting to customer management without disconnecting the account from the work your team has already completed.
From Opportunity to Quote

Build the Application Without Starting From Scratch

When an opportunity is ready to quote, Carrier IQ can carry available motor carrier information into the Quote Application workflow, helping producers reduce manual research and repetitive data entry.

Explore Quote Applications →
Quote Application Intelligence
184+
available carrier data points can be populated into the Quote Application workflow.
✓ Carrier information
✓ Drivers & units
✓ Commodities
✓ Policy & loss history
✓ Underwriting information
✓ Coverages
Built on Motor Carrier Intelligence

The Data Stays Connected to the Work That Comes Next

2M+
Motor Carriers
Real-Time
Carrier & Policy Intelligence
184+
Quote Application Data Points
About Carrier IQ

Platform Demo FAQs

What is Carrier IQ?

Carrier IQ is a motor carrier intelligence platform for teams that work with commercial trucking accounts. It combines motor carrier prospecting and qualification, CRM and quoting workflows, and ongoing customer and account management in one connected platform.

Is Carrier IQ only a trucking lead platform?

No. Carrier IQ includes Data Explorer for finding and qualifying motor carrier opportunities, CRM for managing leads, follow-up, pipeline, and quoting, and My Portfolio for managing customers, policies, renewals, documents, certificates, and ongoing account activity.

Who is Carrier IQ built for?

Carrier IQ is built primarily for insurance agents and agencies working commercial trucking and motor carrier accounts. It can support individual producers as well as multi-producer teams that need a more connected way to find, qualify, work, quote, and manage accounts.

Ready to Use Carrier IQ?

Put Your Motor Carrier Workflow in One Place

Find and qualify opportunities, work and quote accounts, and keep the customers you win organized with Carrier IQ.

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No long-term contracts. Cancel anytime.