Know the trucking account
Keep DOT numbers, contacts, drivers, vehicles, commodities, and coverage details with the insured they belong to.
BUILT FOR TRUCKING INSURANCE AGENCIES
The CRM for
trucking insurance.
Built for insurance agencies that write trucking business. Keep trucking accounts, drivers, vehicle schedules, markets, and policies together—from the first prospect call to the bound policy.
For trucking insurance producers, teams, and agency owners.
YOUR TRUCKING INSURANCE WORKSPACE
Built around your agency’s work.
Every fleet.
Every policy.
One place.
Built around your agency’s work.
app.carrierbasecrm.comIllustrative demo data
Every opportunity. In view.
Open opportunities24accounts
Quoted premium$186,200
Bound this month$94,800
New business2
NT•••
Northline Transport
12 power units · Kansas
$48,600 est. premiumNew opportunityCB
SF•••
Summit Freight Co.
6 power units · Missouri
$26,400 est. premiumFollow up todayCB
Preparing to quote1
PH•••
Prairie Haul LLC
8 power units · Nebraska
$34,800 est. premiumApplication readyCB
Quoted2
WL•••
Westway Logistics
18 power units · Oklahoma
$72,000 est. premiumQuote receivedCB
CR•••
Cedar Ridge Trucking
3 power units · Iowa
$14,200 est. premiumReview coverageCB
FROM PROSPECT TO POLICYOne account record. One connected workflow.
PURPOSE BUILT. FROM THE FIRST CALL.
Trucking coverage.
Agency workflow.
Auto liability. Physical damage. Motor truck cargo. Carrier Base gives your team a shared place to track the coverage, equipment, drivers, and market appetite behind each trucking account.
Move trucking business forward
Track prospects through quoting and binding. Keep market appetite, follow-ups, and producer ownership in view.
Keep the book in view
Track trucking policies, effective dates, premium, and producer activity across your agency.
THE WORK, WITH A WAY FORWARD
From trucking prospect
to bound policy.
/01
Turn the next call into a clear next step.
Follow trucking prospects from first contact through quoting and binding. Give each account a producer, keep the conversation in its record, and track the next follow-up.
AccountNext stepProgress
PLANS FOR TRUCKING INSURANCE AGENCIES
Two users to get started.
Room for your whole team.
One CRM for your trucking insurance team.
Add producers and staff as your agency grows.
Carrier Base CRM
YOUR BASEThe CRM for your trucking insurance agency.
$249/ month
Choose your subscription- Trucking accounts, drivers & vehicles
- Trucking new business pipeline & tasks
- Insurance policies & market appetite
- Shared team workspace
- Agency and producer reporting
Additional users
Bring more of your team together.
$149/ user / month
Choose your team size- Individual team member sign-ins
- Your agency’s shared account records
- Roles and access for your team
- Three users: $398/month total
- Five users: $696/month total
DOT Leads
Carrier prospecting, inside your CRM.
$250/ month
Coming soon- Find carriers that fit your appetite
- Filter and review carrier information
- Add selected leads to your pipeline
Available to purchase once the feature launches.
Two users included. Each additional user is $149/month.
$249 / month
Continue to checkoutCRM total before applicable taxes.
Monthly pricing in USD. First payment prorated, then renewals on the 1st. 14-day money-back guarantee; after that, at least 30 days’ cancellation notice. Review the total and billing dates before paying in Stripe. Billing & cancellation →
Who is Carrier Base for?
Carrier Base is built for producers and agencies that write trucking insurance. It brings accounts, contacts, drivers, vehicles, new business, policies, tasks, and team activity into one agency workspace.
How much does the CRM cost?
The CRM costs $249 USD per month for the first two users. Each additional user costs $149 per month. For example, three users cost $398 per month and five users cost $696 per month, before any applicable taxes or optional services.
Can I cancel my subscription?
Yes. Your first subscription has a 14-day money-back guarantee. After that, give at least 30 days’ notice using Cancel subscription in the app. Access ends on the first monthly billing date at least 30 days later; you pay for the months you have access. Notice on August 15 means you pay August and September and access ends October 1. The app shows the ending date before you confirm. Read our Refund & cancellation policy for details.
Can other agencies see our records?
Customer records are scoped to their agency through database access policies. Authorized Carrier Base staff can access a customer workspace for support using time-limited access with a recorded reason. Keep individual sign-ins for each team member and review access when someone leaves.
BUILD WHAT’S NEXT