Review the supporting inputs
Review proposal terms, loss data, collateral exhibits, and broker notes before comparing programs.
Trucking captive insurance comparison
Trucking captive comparison software for independent brokers
Move a trucking client package through review and captive comparison, then create client-ready Excel and PowerPoint files without rebuilding spreadsheets and presentations for each recommendation.
How it works
Compare trucking captive options without losing the source trail.
Trucking captive decisions need more than a single cost estimate. Keep the client package, program comparison, reviewed terms, and client notes together as the recommendation changes. Internal synthetic benchmark: median absolute completion time was 2.6 seconds across five successful runs using synthetic data under automated operation (measured July 22, 2026).
Program comparison
Compare captive, large-deductible, traditional insured, and other options side by side.
Review before recommendation
Confirm the assumptions before the recommendation appears in client files.
Why it helps
Make the recommendation easier to defend.
Give producers, account executives, and clients a clear view of what changed and why it matters.
Approve the terms
Review retention, premium, collateral, and loss assumptions against the documents that support them.
Compare the structures
View captive and non-captive alternatives side by side with notes that survive into deliverables.
Create the client files
Create Excel and PowerPoint files from the approved comparison.
Before and after
Move from manual cleanup to one connected analysis.
Manual captive analysis
- Captive assumptions are spread across separate tabs
- Supporting documents are hard to find during client review
- Presentation updates fall behind analysis changes
Connected captive comparison
- Program comparisons use reviewed source documents
- Assumptions stay visible before client files are created
- Excel and PowerPoint files use the approved analysis
Build the renewal recommendation from reviewed source documents.
Start with a free workspace, review one client package, and choose a paid plan when your team needs ongoing use.