HaulSure OS — Trucking Insurance Operating System

Falcon Insurance

Measured Outcomes

minutes

Faster indications

< 5 min

COI turnaround

60%+

CSR admin time cut

Business Challenge

Falcon's producers were stretched thin. Quoting meant chasing DOT data across portals, COIs clogged the CSR queue, and there was no account-level workspace for fleet, eligibility, and AI — so renewals and follow-ups slipped.

HaulSure OS agency dashboard with premium KPIs, pipeline chart, policies in force, and Compliance AI alerts — Agency command center — in-force premium, open quotes, pipeline, and Compliance AI surface the book at a glance, with FMCSA sync toasting live inspection flags.

Engineering Solution

HaulSure OS: an intelligent operating system for commercial trucking insurance — agency dashboard, account workspaces, FMCSA-aware scenario rating, multi-carrier quotes, endorsements, certificates, cab cards, and an AI suite with Broker Copilot.

Implementation Process

1
Agency command center
Built a book-of-business dashboard with in-force premium, pipeline, compliance AI alerts, and FMCSA sync signals — so owners see risk before it becomes loss.
2
Account workspace + rating
Every motor carrier gets a full workspace: fleet schedules, coverages, eligibility, Scenario Simulator, and carrier strip — indications in minutes, not days.
3
AI suite for producers
Broker Copilot, underwriting AI, carrier match, quote analyzer, renewal predictor, and more — copilots that sit inside the account, not in a separate chat tab.

Account workspace — each motor carrier opens a full shell for fleet, quoting & rating, policy lifecycle, and AI. Producers stop bouncing between spreadsheets and portals.

Scenario Simulator modeling fleet variables, coverages, indicative premium, risk score, and multi-carrier quote strip — Scenario Simulator — adjust drivers, units, radius, and coverages to get indicative premium, risk score, and a ranked carrier strip (Great West leading at 91 fit) before pushing to quotes.

Broker Copilot AI chat focused on Gulf Coast Reefers with suggested prompts for risk, carrier fit, and renewal strategy — Broker Copilot — account-scoped AI that summarizes risk, recommends carriers, and drafts renewal strategy without leaving the workspace.

AI Suite navigation listing Broker Copilot, Underwriting AI, Carrier Match, Quote Analyzer, Renewal Predictor, Claims AI, and Voice Agent — AI Suite — underwriting, carrier match, quote analysis, renewal prediction, claims, doc intelligence, compliance, submissions, email, and live voice — copilots for every step of the policy lifecycle.

Business Impact

Indications run in minutes with FMCSA-aware scenarios, COIs and cab cards issue without a CSR backlog, and producers use AI copilots inside each account — letting a lean team run a larger commercial trucking book.