Built for Commercial Auto Insurance

The CRM thatgets
commercial auto

Stop wrestling with generic CRMs. RigOS is purpose-built for commercial auto insurance — from lead capture on riginsure.io to policy binding and claims management.

Purpose-built for commercial auto
Manage leads, policies & claims
Real-time fleet tracking

1,847

Vehicles

247

Policies

$412K

Premium

Martinez Trucking

$12,400/yr

New

Summit Logistics

$34,200/yr

Quoting
+14.2%this month

New lead from riginsure.io

Martinez Trucking — 8 vehicles

Everything You Need

Built for the way you actually work

Every feature designed specifically for commercial auto insurance workflows — not a generic CRM with insurance bolted on.

riginsure.io Integration

Leads from your riginsure.io site flow directly into your pipeline. No manual entry, no lost prospects.

Lead Pipeline

Visual kanban board tracks every lead from first contact through policy binding. Never drop the ball.

Fleet Management

Track every vehicle in every fleet — VINs, driver assignments, coverage types, and inspection schedules.

Instant Quoting

Generate accurate commercial auto quotes in minutes. Factor in fleet size, vehicle types, and driver records.

Policy Lifecycle

From application to renewal — manage endorsements, audits, and mid-term changes without switching tools.

Claims Tracking

Log claims, track adjuster assignments, monitor reserves, and keep clients informed at every step.

Smart Reminders

Automated alerts for renewals, follow-ups, missing documents, and expiring driver certifications.

Revenue Analytics

Track written premium, loss ratios, conversion rates, and retention metrics across your entire book.

Automation Rules

Set up triggers for lead assignment, follow-up sequences, document requests, and status updates.

Simple Workflow

From lead to policy in four steps

A streamlined workflow built around how commercial auto insurance actually gets sold and serviced.

Step 01

Leads Flow In

Prospects fill out forms on riginsure.io. Their fleet details, vehicle counts, and contact info land instantly in your RigOS pipeline.

Step 02

Qualify & Contact

Smart scoring prioritizes the highest-value leads. Log calls, schedule follow-ups, and track every touchpoint in one place.

Step 03

Quote & Propose

Generate commercial auto quotes factoring in fleet size, vehicle class, driver history, and coverage requirements.

Step 04

Bind & Manage

Bind the policy, onboard the fleet, and manage the full lifecycle — endorsements, renewals, and claims — all from RigOS.

Simple Pricing

Plans that scale with your book

Start free for 14 days. No credit card required.

Starter

For independent agents getting started with commercial auto

$49/mo
Start Free Trial
Up to 100 active leads
50 policies in force
Basic pipeline management
riginsure.io integration
Email support
Most Popular

Professional

For growing agencies managing mid-size commercial fleets

$149/mo
Start Free Trial
Unlimited leads
500 policies in force
Advanced pipeline & analytics
Fleet management
Claims tracking
Automated reminders
Priority support

Enterprise

For large agencies and MGAs with complex workflows

Custom
Contact Sales
Unlimited everything
Custom integrations
Multi-team management
Advanced automation rules
API access
Dedicated account manager
Custom reporting

Ready to modernize your
commercial auto book?

Join agencies that have ditched their generic CRM for a system that actually understands commercial auto insurance.

Start Your Free Trial14 days free. No credit card required.