A consistent intake
Set your branding, required information, acknowledgments and available estimate experience.
BUILT FOR EVERY SIDE
A shared process. A better experience.
Insurance works through relationships. Give each participant the information, tools and clarity their role needs.
01
For carriers
Your underwriting workflow. Your rules.
Bring applications, safety context, rating and client records into one workspace—with the carrier in control of its process.
Book a walkthroughA clearer risk review
Review the business, fleet, safety information and supporting documents together.
Controlled rating
Configure rating programs and compare proposed changes before publishing them.
02
For brokers
Less back-and-forth. More forward progress.
Give clients a guided application and keep the information you are authorized to manage within reach.
Book a walkthroughCarrier-ready links
Create an application link with the selected carrier’s configured requirements.
A connected client record
Keep your clients, applications and related documents organized in one place.
A visible next step
Follow submission progress and work through outstanding information requests.
03
For trucking businesses
An application that helps you move ahead.
Start with your business, review your details and get guidance along the way—from your phone or desktop.
Book a walkthroughA smarter starting point
Use your DOT number to bring available company details into the application.
Guidance with Lisa
Use supported voice assistance to complete fields and understand what comes next.
An understandable result
Review available estimates and payment illustrations with clear totals and next steps.
A BRIGHTER INTELLIGENCE AHEAD
Let’s make insurance
work better.
Start with your workflow. We’ll show you where Undivo fits.