Built for Trucking Insurance Agents
Stop Chasing
Compliance Documents.
Give every carrier in your book their own portal. They upload. You get notified. You always know what’s current — without a single email chase.
No payment now • We’ll reach out within 48 hours • 50 spots total
Sound familiar?
Three emails and still no COI
You've followed up twice already. The carrier says they'll send it. You're still waiting. Meanwhile the renewal is in 10 days.
The spreadsheet nobody updates
You built it in January. It had 12 carriers. Now you have 30 and the expiration dates are a guess. You found out about a lapse from the underwriter.
Manual FMCSA lookups
Every new client means 10 minutes on FMCSA.dot.gov copying data by hand. Name, address, authority type, safety rating — then pray you didn't mistype the DOT number.
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.
The Process
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.
Platform
Everything You Need to Run a Tighter Trucking Practice
One platform for FMCSA data, carrier document collection, expiration tracking, and compliance history.
FMCSA Auto-Pull
Enter a DOT number and watch carrier data populate automatically from federal records. Name, address, safety rating, operating authority — no typing, no errors.
Carrier Compliance Portal
Every trucking client gets their own secure login to upload and manage compliance documents. Carriers actually like using it — and that keeps them with you.
Expiration Tracking
Automatic 30-, 15-, and 5-day alerts before anything lapses. Know what's coming up across your entire book before it becomes a problem.
Real-Time Dashboard
One view of every client's compliance health. Green is current. Yellow is expiring. Red needs action. Prioritize your day in seconds, not hours.
Document History
Full audit trail of every document submitted, reviewed, approved, or rejected. Clean records for renewals, audits, and E&O protection.
Approve & Request Workflow
Review uploads, approve or reject them, and send re-upload requests — all from the dashboard. No emails, no attachments, no back-and-forth.
AI Co-Pilot
Ask compliance questions in plain English. Get answers grounded in FMCSA regulations.
Your whole team can ask the AI anything — coverage eligibility, safety rating implications, required documents by fleet type, audit prep checklists. Every answer is grounded in current FMCSA regulations, not generic web results.
- ✓Available 24/7 — answer questions instantly without calling anyone
- ✓Cites the specific regulation so you can verify
- ✓Helps your whole team speak the same compliance language
- ✓No hallucinations on basic federal rules — grounded in FMCSA data
Retention Advantage
Your carriers will thank you for this.
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. That’s not a feature — that’s a retention strategy.
Why Switch
Built different. Not just another inbox.
See exactly what changes when you replace the old way.
| Task | Old Way | CMV CoPilot |
|---|---|---|
| Collect documents from carriers | Email → wait → follow up → wait again | Carrier uploads directly to their portal |
| Track expiration dates | Spreadsheet nobody keeps updated | Automatic 30/15/5-day alerts |
| Look up FMCSA carrier data | Manual search on FMCSA.dot.gov | Auto-pulled the moment you enter a DOT# |
| See your whole book at once | Hours of digging through email | One dashboard — green, yellow, red |
| Compliance history & audit trail | Scattered across email threads | Full document history, always on file |
| Carrier experience | "Email me those PDFs" | Their own portal — they actually like it |
Pricing
Simple pricing. Serious compliance protection.
Flat monthly base + a small per-unit fee. No feature gates. No annual lock-in.
Includes first 10 Power Units
then $6/month per additional Power Unit
- ✓Full compliance dashboard
- ✓FMCSA auto-pull by DOT#
- ✓Carrier compliance portal
- ✓Expiration alerts (30/15/5-day)
- ✓Document history & audit trail
- ✓AI CoPilot (compliance Q&A)
- ✓10% recurring referral commission
Locked for life • includes first 10 Power Units
then $6/month per PU — also locked forever
- ✓Everything in Standard
- ✓Base fee locked at $99.50 — forever
- ✓PU rate locked at $6 — forever
- ✓Founding Member Council (direct roadmap input)
- ✓15% referral commission (vs 10% standard)
- ✓Early access to all new features
- ✓Quarterly cash payout on referrals
⚡ Only 50 spots — closes permanently when full
What’s a Power Unit? Any commercially registered, motorized vehicle requiring DOT compliance tracking — semi trucks, straight trucks, box trucks (CDL), flatbeds, tankers, dump trucks, and refrigerated units. Trailers that don’t require independent CDL operation don’t count. See full pricing details and cost calculator →
⚡ Founding 50 — Limited Availability
Reserve Your Spot
We’re personally onboarding each Founding Member to make sure you get the full benefit. Fill out the form and we’ll reach out within 48 hours.