AegisFlow

Commercial Trucking Agency Operating System

Founding Pilot Open
Get COI Book Demo
Founding Agency Program · Now Accepting Pilot Partners

Routine COIs. Automated. Agency-Controlled Workflows.

Give approved trucking clients a premium self-service experience for routine certificates — including after hours — while your agency keeps control of authorization, source documents, exceptions, delivery, and the audit trail.

Book a 20-Minute Workflow Review Email Kelly
After-Hours Approved insured self-service when the office is closed.
Agency Authority Authorization, source records, and exceptions stay controlled.
Recorded Delivery and workflow activity remain visible and auditable.
Why AegisFlow?

Give your insureds the speed they want. Keep agency control.

Trucking does not stop at 5:00 PM. AegisFlow gives approved insureds a premium self-service path for routine COI requests while your agency keeps control of authorization, approved source documents, exceptions, delivery, and the audit trail.

01 · After Hours

24/7 access for approved insureds

Routine requests can move when the office is closed, helping insureds get what they need without waiting for the next business day.

02 · Capacity

Less repetitive work. More time for higher-value work.

Move repeatable certificate activity into a controlled workflow so producers and service staff can spend more attention on clients, renewals, and new business.

03 · Client Experience

A premium portal without building one from scratch

Give independent and growing agencies a modern branded experience without taking on the cost and maintenance burden of custom software development.

04 · Authority

Automation that stays agency-controlled

The agency controls who is approved, which source records are trusted, and where exceptions stop automation and route back for review.

05 · Accountability

Know what happened. Know when it happened.

Request, workflow, and delivery activity remain visible so certificate service does not disappear into an untracked after-hours process.

06 · Growth

Turn better service into a sales advantage

A secure self-service COI experience gives your agency a tangible service capability to discuss with trucking prospects and existing insureds.

Your clients keep moving. Your agency keeps control.

Start with a controlled Founding Agency Pilot and prove the workflow with real insureds.

Book a 20-Minute Workflow Review Get COI