Auto liability
Compare limits, symbols, radius, filings, and important carrier conditions.
Transportation insurance workflow
Trucking Insurance Proposal and Coverage Comparison Software
Trucking accounts spread the decision across auto liability, physical damage, motor truck cargo, general liability, umbrella, filings, schedules, and carrier conditions. Proposal software should keep those moving parts together without reducing the account to a premium table.
Super customizable, like editing a document.Rewrite the recommendation, move sections, change the design, and match your agency’s exact format—instead of fighting a rigid proposal builder.
Bring one difficult quote. See the comparison and proposal before the call ends.
Drag and drop the carrier quotes
Trucking_Option_A.pdf
PDFCargo_Option_B.pdf
PDFFleet_Schedule.pdf
PDF2×more likely to closewith a CopyCat proposal
Used by agencies nationwideCommercial, personal lines, benefits, and specialty teams.
Used By Independent Agencies Nationwide
Actual quotes from brokers
The proposal changes the conversation.
“Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”
“I used to spend hours on a single low-premium account. Now I can finish five in ten minutes and send them to clients the same day.”
“Coverage comparison made the sale easier. Sending a branded report comparing the renewal beat hopping on the phone every time.”
What to compare on a trucking account
Physical damage
Organize stated values, deductibles, valuation terms, and vehicle schedules.
Motor truck cargo
Surface limits, deductibles, commodities, refrigeration, and key exclusions.
Drivers and units
Reconcile tractors, trailers, drivers, garaging, and operating details across files.
Supporting lines
Keep GL, non-trucking liability, umbrella, workers comp, and other quoted lines together.
Premium and finance
Show line-level cost, taxes, fees, installments, and premium-finance details.
Compare the program, not a pile of PDFs
Trucking submissions often return as separate documents by line, carrier, or schedule. CopyCat reads those files together and creates one structured view of the proposed program, with source links behind the values the team needs to check.
The final proposal can lead with the producer’s recommendation while preserving the unit, driver, cargo, and operating detail required for review.
Keep schedules aligned with coverage
A vehicle value or driver mismatch can change the meaning of an otherwise attractive quote. CopyCat can analyze quote documents alongside vehicle schedules, driver lists, loss runs, and supporting account files so discrepancies are visible before the client meeting.
Make trucking renewals easier to explain
- Compare proposed terms against the expiring program.
- Highlight changed deductibles, forms, exclusions, and carrier conditions.
- Link every material difference to the exact source page.
- Export the review as a trucking proposal in the agency’s own format.
Frequently asked questions
Questions brokers ask
What is trucking insurance proposal software?
It organizes transportation carrier quotes and account schedules into a client-facing proposal. CopyCat adds document extraction, cited coverage comparisons, editing, and agency-branded output.
Which trucking coverage lines can CopyCat compare?
CopyCat can organize auto liability, physical damage, motor truck cargo, general liability, umbrella, non-trucking liability, workers compensation, and other lines found in the quote packet.
Can CopyCat compare the renewal with the expiring policy?
Yes. Add the expiring policy or prior proposal to compare current coverage with the proposed program and competing markets.
Can it review vehicle and driver schedules?
Yes. Vehicle schedules, stated values, driver lists, loss runs, and related account documents can be analyzed with the carrier quotes.
Use your own documents
Bring the quote that usually takes the longest.
In 15 minutes, see how it becomes a cited comparison and a proposal your client can act on.