The CRM & lead platform for trucking insurance agents

Pull, quote and bind trucking accounts. In fewer clicks.

Skarb is the full-service CRM and lead generation platform built only for trucking insurance agents. Pull leads, contact them, build submissions, quote and bind, all on one platform, so you spend your time and capital selling, not clicking.

Reefer carrier · Columbus, OHUSDOT 3••••412 · 9 power units · renews Nov 04
1clicks
one record
Illustrative workflow · sample carrierEvery step happens on the same record
2.2Mactive motor carriers indexed
365Klive insurance filings tracked
~500/daynew DOT authorities
1platformfrom first pull to bound policy
/ Why Skarb

Trucking agents run on too many tabs.

Most trucking desks stitch together a lead vendor, a spreadsheet, a dialer, email, PDF forms and a portal for every market. Every hand-off is another login, another re-type and another bill.

The usual stack

Six tools for one account.

  • Purchased lead listspay per lead
  • Spreadsheet to track themmanual
  • Separate dialeranother login
  • Email and follow-upscopy · paste
  • PDF applicationsretyped
  • A portal per marketretyped again
6 loginsThe same carrier typed in again and again
● With Skarb

One record, start to bind.

  • Leads from FMCSA databuilt in
  • CRM and pipelinebuilt in
  • PowerDialer and textsbuilt in
  • Email sequences from your Gmailbuilt in
  • Application pre-filled from the DOTbuilt in
  • Quotes from preloaded trucking marketsbuilt in
1 loginTyped once, used everywhere
01 · Time
Type it once.

The DOT record fills the application. The application fills the submission, the quote request and the certificate. Nothing gets keyed twice.

  • Applications pre-filled from federal carrier data
  • One e-signature covers MVR, loss runs and consent
  • Quotes come back to the record they started on
02 · Capital
Stop paying per lead.

Your leads come straight from public federal records, refreshed every morning. Your dialer, CRM, e-sign and quoting live in the same place, so one platform replaces the stack.

  • Uncapped pulls by X-date, state, fleet size and cargo
  • New authorities within 2 to 3 days of registration
  • One platform in place of six subscriptions
/ The workflow

Five steps. One platform.

Every trucking account moves through the same five steps. Skarb puts all of them on one record, with the next action one click away.

1Pull leads

Ask for the accounts you want.

Describe your ideal trucking account in plain English, or set the filters yourself. Skarb searches every active carrier and hands back a graded list.

  • X-date renewal windows from real FMCSA filings
  • All 30 cargo classes, fleet size, years insured, safety record
  • Brand-new authorities, MCS-150 updates and insurer switches
Ready to dial in 1 click
2Contact them

Call, text and email without leaving the list.

The built-in PowerDialer works down your list with the lead's renewal, fleet and insurer on screen. Follow-ups go out from your own Gmail on a schedule.

  • Power dial with one-key dispositions and auto-advance
  • Callbacks land on your calendar with a reminder
  • Email sequences that stop when the stage changes
Next lead dials in 1 key
Reefer carrier · Columbus, OHOwner · (614) 555-01••
2:14
Renewal
36 days
Fleet
9 units
Insurer
Progressive
InterestedCallbackVoicemail
Renewal follow-up · step 2 Thu 8:00 AM
3Build the submission

A submission that builds itself.

The application starts pre-filled from the carrier's federal record. Drivers, equipment and loss runs drop into a checklist that tells you exactly what's missing.

  • Application pre-filled from the DOT record
  • Loss runs requested from the carrier's insurers with one e-signature
  • A readiness light on every prospect: green means send
Request every loss run in 1 click
Submission · Reefer carrierReady to quote
✓ApplicationPre-filled from USDOT recordauto
✓Drivers · 11CDL class and experienceauto
✓Equipment · 9 units, 12 trailersVINs and stated valuesauto
✓Loss runs · 3 insurersRequested with one e-signaturesigned
·IFTA reportRequested from the insuredpending
4Quote

Instant quoting. Markets preloaded.

Get an estimated premium from the carrier's DOT number in seconds, then send the full submission to trucking markets already loaded into Skarb. Quotes come back to the same card.

  • Indications before any application is filled out
  • Pick coverages and send, with documents attached
  • Every quote tracked on the prospect, side by side
Price the account in 1 click
Instant indicationIndication ready
Estimated annual premium
$21,480 / yr
Estimate · not bindable
Auto liability · $1,000,000$19,640
Motor truck cargo · $100,000 · $1,000 ded$1,840
Priced in6s
Send toTrucking markets · 3AL · Cargo · PD
5Bind

Bind it and the client file is already built.

When the insured says yes, bind from the same record. The prospect becomes a client with policies, renewal dates and certificates, without re-entering a thing.

  • Policies, premiums and renewal dates in one client file
  • ACORD 25 certificates issued and emailed in seconds
  • A client portal that answers policy questions with page citations
Issue the first COI in 1 click
Bound · Reefer carrierEffective Nov 04, 2026 · auto liability and cargo
BOUND
Policies2 active · renews Nov 04, 2027
CertificatesACORD 25 · emailed to holder
Equipment & drivers9 units · 11 drivers on file
Client portalCab cards · COIs · policy Q&A
● Live carrier lookup

See what Skarb sees on any carrier.

Run a live report on any USDOT, MC, company, owner, phone, email or VIN: safety DNA, fleet and recalls, chameleon check, insurance history and a pre-filled application.

Queries run live against federal records · SAFER · L&I · inspections · NHTSA

/ Built only for trucking

Not a generic CRM with a trucking tab.

Every field, filter and screen speaks the language of motor carriers, because trucking insurance agents are the only people we build for.

X-dates from filings

Renewal dates read from real FMCSA liability filings, not guesses.

Chameleon & safety DNA

Related authorities, OOS rates, violations and crashes on every profile.

Units, VINs & cargo

Equipment from roadside inspections, recalls by VIN, all 30 cargo classes.

Trucking paperwork

ACORD 25 certificates, cab cards, DQ files and loss-run letters built in.

● Frequently asked

Questions from trucking agents.

Who is Skarb for?

Trucking insurance agents and the agencies they work for. Every screen in Skarb is built around motor carriers: DOT numbers, FMCSA filings, cargo classes, X-dates and trucking markets. If you write commercial auto for trucking, Skarb is built for you.

Where do the leads come from?

Directly from public federal motor-carrier records: the FMCSA census, insurance filings, roadside inspections and crash data, refreshed every day. Nothing is resold third-party data. Every lead traces back to the government record.

What is an X-date lead?

The renewal date of a carrier's current liability policy. Skarb reads the effective dates on FMCSA insurance filings, so you can pull every carrier in your states renewing in a chosen window and call them before the incumbent does.

How does instant quoting work?

Open any carrier and request an indication. Skarb sends the DOT number, fleet size and the coverages you pick to a connected trucking market and returns an estimated premium in seconds, before you fill out an application. Indications are estimates, not bindable quotes.

What does preloaded markets mean?

Trucking markets come loaded into Skarb. When a prospect is ready, you pick the coverages and send the submission, with the application, loss runs and documents attached, straight from the prospect card. Quotes come back to the same card.

Can I bind in Skarb?

Yes. When the insured accepts a quote, bind it from the same record and Skarb turns the prospect into a client file: policies, premiums, renewal dates, ACORD 25 certificates and a client portal, without re-entering anything.

Does Skarb replace my agency management system?

Skarb covers the trucking sales cycle from first pull to bound policy, and keeps the client file after the bind. It syncs policies with Momentum AMS and emails through your own Gmail, so it works alongside the system you already use.

/ Simple pricing for trucking insurance agents

Spend your day selling, not clicking.

One subscription per agency, every agent on your team included. Start a 14-day free trial today: create your account, add a card on Stripe's secure checkout, and nothing is charged until the trial ends. Cancel any time from Settings.

Lead pulls, the dialer, texting, submissions, COIs and the AI assistant are all included. Carrier portal agents and premium data add-ons are priced separately. Already have an account? Log in.