New Client Intake

Enter the business once — this record can be quoted across every agency it's eligible for.

Extract from Document

Optional — upload an ACORD form, loss run, or intake sheet to pre-fill the fields below. Nothing is saved until you click Save Client.

Business Name *

Owner Name

DOT Number

MC Number

Phone

Address

Cargo Type

Operating Radius

Current Policy Expiration

Required Coverage Limits

Clients with an active quote case for Prestige Trucking Insurance.

Business Name	DOT #	Cargo Type	Quote Status	Created
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Select a client from the Clients tab to start a quote.

Reference only — numbers come from coded minimums; nothing is saved automatically.

Reference only — eligibility is rule-based. Does not create carrier offers.

Record a real premium a carrier actually quoted. AI never invents these numbers.

Carrier	Annual	Down	Monthly	Limits
No carrier offers yet.