Our services
From preparing an application to servicing an active policy, Sera handles the operational work that keeps your trucking insurance agency moving.
Prepare the account, build the application, and move the submission forward.
We prepare and check ACORD applications using the account information provided. This includes ACORD 125, 126, 127, 130, 131, and 140, depending on the application being prepared.
What you receiveCompleted and checked ACORD forms for the applicable submission.
We complete supplemental application forms alongside the core application. The work includes preparing driver and vehicle schedules so the supporting account details are ready for submission.
What you receiveCompleted supplemental forms, including the relevant driver and vehicle schedules.
Before form preparation begins, we gather and organize the account information needed for the application. This can be added to form preparation when you also need support with the initial intake.
What you receiveAccount information organized and ready for form preparation.
We request loss runs from carriers and track those requests through follow-up. Your team can hand off the work of obtaining the loss history needed for an account’s submission.
What you receiveLoss-run requests and follow-up tracked with the relevant carriers.
We enter the customer’s application information into a carrier’s quoting portal. This service covers the portal entry and quote application for a carrier; managed quoting brings this together with intake, forms, and follow-up.
What you receiveA completed carrier portal entry and quote application.
We submit the account to an underwriter’s desk and manage follow-up through the first quote or appetite decision. This keeps the submission moving until the carrier provides that initial response.
What you receiveSubmission and follow-up through the first quote or carrier appetite decision.
Keep active policies and everyday servicing requests moving, with support beyond office hours.
We prepare certificates and evidence of insurance for servicing requests, including ACORD 25, 27, and 28. The requested forms are completed using the relevant policy information.
What you receiveCompleted ACORD 25, 27, or 28 forms for the request.
We handle the operational work involved in processing policy endorsements from request through completion. This includes carrying the change through the servicing workflow so your team can follow its progress.
What you receiveThe endorsement request processed end to end.
We download policy documents from the carrier portal and create the corresponding entry in your agency management system (AMS). This brings the policy into the system your team uses to manage the account.
What you receiveThe policy downloaded from the carrier portal and entered into your AMS.
Keep the agency information behind your carrier relationships ready to use.
We maintain the key details used in your agency’s appointment packages and prepare packages specific to each carrier. As those details change, the supporting information is kept current for the carrier’s requirements.
What you receiveCurrent agency details and prepared appointment packages for each carrier.
Bring the steps of a customer’s quote into one coordinated workflow.
We handle intake, form preparation, carrier portal entry, and follow-up for a customer’s quote as one connected service. This brings together the operational steps that would otherwise need to be handed off individually.
What you receiveIntake, forms, portal entry, and follow-up coordinated for one customer’s quote.
Licensed work is excluded and remains with your agency.
Tell us where your team needs support. We’ll walk through the services that fit your workflow.
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