Quote Applications

Build Underwriting-Ready Trucking Quote Applications Faster

Turn the carrier intelligence already inside Carrier IQ into a structured quote application. Start from a prospect or existing customer, pull available motor carrier, policy, driver, unit, safety, and underwriting information into one workflow, then review, complete, and generate the submission without starting from scratch.

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From Carrier Research to Underwriting Prep

Stop Rebuilding the Same Carrier From Scratch

Building a trucking insurance submission often means gathering the same information across multiple sources, spreadsheets, emails, and carrier records.

Quote Applications keeps that work connected. Start with a prospect, opportunity, or existing customer already inside Carrier IQ, review and complete the information you need, and move the account toward quoting without rebuilding it from the beginning.

One Connected Workflow

Start With the Account

Create a Quote Application from a prospect, opportunity, or existing customer already inside Carrier IQ.

Review & Complete

Review available carrier information, add what is missing, and update the application as needed.

Generate the Submission

Generate the completed application and keep the information connected to the account and the work that comes next.

184+ Quote Application Data Points

The Information Your Team Needs, Organized in One Application

Carrier IQ brings available carrier information into a structured application with more than 184 data points. Everything stays organized and editable so your team can review the account, fill in what is missing, and prepare the submission.

Carrier & Operations

✓ Motor Carrier

✓ Commodities

✓ Owners & Officers

Policy, Risk & Underwriting

✓ Policy & Loss History

✓ Underwriting

✓ Out of Service

People, Fleet & Coverage

✓ Drivers

✓ Units

✓ Coverages

Less Research. More Time to Quote.

Make the Work Between Prospecting, Requoting, and Submission Easier

Quote Applications helps your team reuse the carrier and account intelligence already available in Carrier IQ instead of repeating the same research every time an opportunity or existing customer needs a quote.

Faster Prep

Spend Less Time Hunting for Carrier Data

Start with information already connected to the carrier or customer instead of researching the same account across multiple sources.

More Consistency

Give Your Team One Application Workflow

Keep carrier, driver, unit, policy, underwriting, and coverage information organized in a consistent structure.

Connected Workflow

Keep the Application With the Account

Keep Quote Applications connected as a prospect moves toward a customer or an existing account moves toward its next policy.

Built Into the Workflow

Go From Account to Submission Without Starting Over

Quote Applications sits inside the same Carrier IQ workflow your team uses to research prospects, work opportunities, and manage existing customers. That keeps the intelligence you already gathered connected to the application instead of separating prospecting, account management, and underwriting prep.

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Create an Application From the Account

Start from a carrier, active opportunity, or existing customer already inside Carrier IQ.

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Review and Edit the Details

Update carrier information, drivers, units, policies, underwriting details, and coverages as needed.

✓

Generate a PDF

Generate the completed Quote Application as a PDF when you are ready to move the submission forward.

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Keep It Connected to the Account

Keep application information connected as the prospect becomes a customer or an existing customer moves through a requote or renewal.

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Connect With NowCerts

Send Quote Application information into NowCerts when your agency prefers to continue working in its existing system.

Connected Across Carrier IQ

Quote New Opportunities and Existing Customers From the Same Platform

Whether you’re preparing a submission for a new prospect or requoting an existing customer, Quote Applications keeps carrier intelligence, underwriting information, and account history connected inside Carrier IQ.

New Business

From Prospect to Quote

Find the opportunity, work the account, prepare the application, and keep everything connected when the prospect becomes a customer.

Data Explorer → CRM → Quote Application → My Portfolio

Existing Customers

Requote and Renew

Start from an existing customer in My Portfolio, prepare a new Quote Application, and keep the updated policy information connected to the account.

My Portfolio → Quote Application → Updated Policy

Quote Applications FAQ

Frequently Asked Questions

What is a Quote Application in Carrier IQ?

A Quote Application is a structured trucking insurance application that keeps motor carrier, policy, driver, unit, underwriting, and coverage information together as your team prepares an account for quoting.

Can I use Quote Applications for both prospects and existing customers?

Yes. Quote Applications can be used for new prospects and opportunities in your sales workflow as well as existing customers managed in My Portfolio.

How much information can Carrier IQ pull into a Quote Application?

Carrier IQ supports more than 184 Quote Application data points across carrier, operations, policy, driver, fleet, safety, underwriting, and coverage information.

Can I edit the information in a Quote Application?

Yes. The information in the application can be reviewed and updated so your team can complete missing details and make changes before generating the submission.

Can I generate a PDF from the Quote Application?

Yes. Carrier IQ allows your team to generate the completed Quote Application as a PDF.

Does Quote Applications work with NowCerts?

Carrier IQ includes a NowCerts workflow for agencies that want to move Quote Application information into their existing agency management process.

Are Quote Applications included with Carrier IQ?

Yes. Quote Applications are included as part of the Carrier IQ platform.

Ready to Quote Faster?

Turn Carrier Intelligence Into a Quote Application

Prepare applications for new opportunities or existing customers without rebuilding the same carrier information across multiple systems.

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Included with every Carrier IQ plan. No long-term contracts.