Built for Trucking Insurance Agents
Stop Chasing
Compliance Documents.
Give every trucking carrier you manage their own portal. They upload documents. You get notified. You always know what’s current — without the email chase.
No credit card required • Set up in under 15 minutes
Sound familiar?
You’ve emailed the same carrier three times for their updated COI. Their operating authority is expiring next month and you found out by accident. You’re not sure which of your trucking clients have current driver lists on file — because you’re tracking it in a spreadsheet that nobody’s updated since January.
This isn’t a staffing problem. It’s a systems problem.
Applied Epic and Vertafore manage the policy. Nobody built anything for what happens between renewals. Until now.
How It Works
Three steps. No spreadsheets. No chasing.
Add Your Carriers
Enter a DOT number. CMV CoPilot pulls the carrier’s name, address, safety rating, and operating authority directly from the FMCSA — automatically. No manual data entry.
Send Them an Invite
Your carrier gets an email with a link to their own compliance portal. They click it, create a free account, and upload documents directly. No more PDF attachments in your inbox.
See Everything at Once
Your dashboard shows compliance status for every trucking client in real time. Green is current. Yellow is expiring. Red needs action. You’ll never wonder what’s on file again.
Everything You Need to Run a Tighter Trucking Practice
FMCSA Auto-Pull
Enter a DOT number and watch carrier data populate automatically from federal records. No typing. No errors.
Carrier Compliance Portal
Every trucking client gets their own secure login to upload and manage compliance documents.
Expiration Tracking
Track expiration dates across your entire book. Know what’s coming up before it lapses.
Real-Time Dashboard
One view of every client’s compliance health. Prioritize your day without digging through email.
AI Co-Pilot
Ask compliance questions in plain English. Get answers grounded in FMCSA regulations — any time, for you and your team.
Document History
Full audit trail of every document submitted. Clean records for renewals and E&O protection.
A Tool Your Carriers Will Thank You For
Here’s what agents don’t expect: their carriers actually like it. Instead of emailing PDFs to your inbox, carriers log into their own portal. They can see what they’ve submitted, what’s coming up for renewal, and what’s still needed.
When your clients have a compliance portal with you, they have one more reason to stay.
Ready to stop chasing compliance documents?
Set up your first carrier in under 15 minutes. See the FMCSA auto-pull in action. Send your first carrier invite today.
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