Trucking insurance · English & Spanish
Learn trucking. And fix how your agency runs.
Training for agents and CSRs, mentorship, and operational support for agencies writing commercial transportation.
Start here
What brings you here?
Pick the one that sounds like you. You can come back for the rest.
I want to write trucking
A self-paced course for licensed P&C agents and new producers, from first contact to a bound policy.
See the Academy → 02I run an agency
Mentorship, a fractional COO, back-office support and custom systems for agencies writing transportation.
See Agency Support → 03I want the guide and the forms
The 417-page training guide and 45 ready-to-use forms for your agency.
Go to the Shop → 04I’m not sure where I stand
A free 10-question diagnostic that shows your gap and gives you a 30-day study plan.
Take the diagnostic →Training a team of 10 or more? See Teams →
Now open
Trucking Insurance Producer CourseFrom Zero to Bind
My process for taking a trucking account from first contact to a bound policy: 15 modules, 200+ lessons, labs and simulations, a capstone and the AF-CTIP training credential. Taught in English.
Free · 10 questions · No signup
How solid are you really in trucking?
Ten real-level questions across four areas. At the end you see where you're strong and exactly where the gap is.
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Your result
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Your 30-day study plan
A 30-day plan built around your gap: what to study each day, which page of the guide it's on, and exercises on your own book. Enter your email and it opens instantly.
Before you go further
Who is Agent Fran™ for?
Not everything works for everyone, and that's fine. Here's who I built this for — and who would be better served somewhere else. Either way, you'll find what actually helps you.
See who it’s for — and who it’s not
Yes, this is for you
- ✓You're a licensed P&C agent who wants to get into trucking properly
- ✓You already write trucking but feel like you're guessing
- ✓You're a CSR or service staff at a transportation agency
- ✓You own an agency and your operation grew without structure
- ✓You'd rather study in Spanish, or train a bilingual team
- ✓You're opening your own agency and want it built right from day one
You might be better served elsewhere if...
- —You don't hold an insurance license yet. You need your state P&C before any of this is useful to you.
- —Your license is life, health or annuities. Everything here is commercial property & casualty.
- —You've written trucking for years and already know filings, appetites and underwriting cold. The courses will feel basic — look at mentorship or Systems instead.
- —You're a trucker or fleet owner looking for a quote. I train agents — I don't sell policies here.
- —You want purchased leads or a ready-made book. That doesn't exist here — and be careful with anyone who promises it.
- —You need business registration, EIN or filings paperwork. That's a different brand, not Agent Fran™.
Agent Fran Academy™
Self-paced courses, for two different roles.
An agent quotes and binds. A CSR services the policy. Different jobs, so different courses.
Trucking Insurance Producer CourseFrom Zero to Bind
My process for taking a trucking account from first contact to a bound, onboarded policy, built as an interactive course you work through at your own pace. For licensed P&C agents and new producers who want to write trucking the right way: read a USDOT in SAFER, understand the real operation, classify the risk, build the submission — and stop sending accounts to the wrong market.
The course is taught in English. Lessons, exercises and the final exam are all in English.
By the end you can
- Read the operation. USDOT vs. MC, operating authority, SAFER and CSA — and what each one tells you about the account.
- Evaluate before you quote. Spot red flags early and know when to pause, escalate or walk away.
- Match the coverage to the loss. Auto Liability, Cargo, Physical Damage and the supplemental layers — and which one actually responds.
- Build a submission underwriters work. Intake, choosing the right market, a professional submission, and presenting the quote.
- Bind with control. Bind folder, signature control, cleared funds, filings at bind — then onboard the client the right way.
The full roadmap
Modules 0–14, then a capstone and your final assessment.
- 00Welcome to Agent Fran Academy
- 01Understanding the Trucking Industry
- 02FMCSA & Compliance
- 03Drivers, Trucks & Equipment
- 04Pre-Underwriting & Risk Evaluation
- 05Essential Trucking Coverages
- 06Policy Terms, Endorsements & Reading the Policy
- 07The Quoting Process
- 08Presenting the Quote & Closing the Sale
- 09Mastering the Financial Side of Policies
- 10Binding With Confidence
- 11Post-Bind Onboarding for Client Success
- 12Mistakes to Avoid in Trucking Insurance
- 13Real-Life Claims Scenarios
- 14Fran’s Final Notes: Real Talk for New Agents
- ★Final Capstone + Final Certification Assessment
How it works
Checkout takes a minute. Buying for a new hire? Enter their name and email as the learner.
No password, ever. We email you a one-time link and you’re in.
Your access period starts at purchase and your progress saves online, so you can pick up on any device. Choose a guided pace (14-Day Producer Intensive or 60-Day New Producer Onboarding) or go fully self-paced.
Trucking for CSRs
Day-to-day account servicing: COIs, endorsements, policy changes, renewals, cancellations and reinstatements, document collection, and how to communicate with both the client and the market.
Class on any topic
A live one-on-one session focused entirely on what you need: quoting a case step by step, building submissions, interpreting underwriting requirements, issuing policies and handling filings, or internal agency processes and SOPs.
Agency Support
When the problem isn't knowledge, it's operations.
Mentorship, operational leadership and back-office built for insurance agencies. I don't come in to do loose tasks — I come into the operational core of your agency and get the house in order.
Mentorship
Two ways to work with me, depending on how much support you need.
Quick Consult
- One 90-minute Zoom session
- Anything you need: operations, cases, systems, staffing, recruiting, process
- Written recap after the call
- Pick your time and pay in one step
Mentorship Subscription
- Unlimited questions by email and WhatsApp
- Private WhatsApp group with other agents
- Two 30-minute calls per month
- Up to 5 cases reviewed per month
- Resource library: templates, checklists and policy comparisons
- Early access to new courses, tools and resources
- Member discounts on everything else I offer
- Private newsletter: market and appetite changes, before anyone else
- Cancel anytime, yourself
Operational leadership
Fractional COO
Running a successful trucking and E&S agency takes much more than selling policies. I take on the organization, management and optimization of daily operations so you can focus on selling and growing your book — without the cost of a full-time executive.
$185/hour · 10-hour minimum block ($1,850)
Get started — 10-hour blockWhat I handle
- Daily operations and workflow oversight
- Process organization and SOP creation
- Financial and billing oversight
- Team management and development
- Renewal management and retention
- Carrier and MGA relationships
- Recruiting and hiring staff
- Coaching and training new personnel
- Strategic growth planning
Back-Office Support
This isn't "let me lend you a person to help out." This is the part of your agency that keeps the money, the data, the documentation and the processes clean — done by someone who understands how money actually moves inside an insurance agency.
Money
- Bookkeeping and agency billing
- Payables to MGAs and carriers
- Receivables and open balances
- Commission reconciliation: carrier » agency » producer
- Producer statements and payouts
- Missing commissions and chargebacks
File Auditing
- New business and renewal audits
- Verify endorsements were processed
- Confirm AMS matches the carrier
- Payment and cancellation audits
- Missing documents in the file
Data & Cleanup
- Agency Operations Reset — full cleanup
- AMS: duplicates, statuses, renewal dates
- Drive and document organization
- Consolidate scattered trackers and sheets
- Define where each type of information lives
How it's priced
I don't charge per task. I charge in blocks of support hours you use as you need them — no hidden fees, no long-term contracts.
- Blocks of 5, 10, 20 or 30+ hours — the hourly rate drops as the block grows
- You pick your tasks after buying your block
5- or 10-hour blocks · the hourly rate drops on the larger block
Done for you
Agency Setup
Two versions of the same work: we build the operational backbone your agency should have had from day one.
New agency
You're opening your own agency. We set up compliance, folder structure, accounting, commission and renewal tracking, SOPs and systems — from zero and ready to run.
Trucking division
You already have an agency and want to open trucking. We train the team, build the niche's processes and forms, and support you through your first accounts until they run on their own.
Starts at $2,500 · final scope depends on what you need
Agent Fran Systems™
Tools I build for your agency.
Software made for transportation agencies, not generic templates. The Agency Hub is the foundation — the other builds plug into it. Try each demo right here and configure your own build with pricing.
Market Finder
Your market appetite, searchable. Your team enters the operation type and instantly sees which carrier writes it, instead of asking you.
Agency Hub
Your entire operation in one place. Agency and trucking processes, templates, SOPs, bilingual glossary, onboarding and team tracking — plus an AI assistant trained on all of it, so your staff stops asking you the same thing every day. The other builds live inside it.
Guided Intake System
An intake with conditional logic that adapts to every answer. It carries help fields and scripts, and fires alerts as it is filled: when a client answers something, the system tells you which document to ask for next. When it is done it generates the submission-ready PDF to email your MGAs, and it stays in history so you can edit it later.
Agency Commission Tracker
An Excel model built for insurance agencies: reconciles the carrier statement against what actually came in, calculates each producer's payout, and flags the commissions that never arrived.
Proposal Builder
Upload the quote PDFs or photos and the system pulls the information out on its own — almost no manual entry. Out comes a proposal in your agency's branding that the client compares side by side and signs right there. Send it by email from inside the system, see when they opened it, and everything stays in history.
Shop
The manual and the day-to-day tools.
Flagship · The book
The Ultimate Trucking Insurance Guide
The complete manual. Coverages, filings, operation analysis, quoting and real practice exercises. It's the body of knowledge behind everything else on this page.
“Very thorough and easy to read.”
Verified purchase · Amazon“The company I'm with provided us with this book and we go over it together. I'm new to trucking insurance and every chapter has made everything way more clear.”
Amazon reviewUS shipping included · Choose the English or Spanish edition at checkout, and set the quantity there too. I ship it from Dallas myself.
Also on Amazon: English edition · Spanish edition
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Free preview
Read 10 pages before you buy
A real excerpt, not a cover. So you see the level of detail before deciding.
Order the book — $16910 pages pulled from across the guide. The other 407 are in the full edition.
Agent Fran Forms™
Ready-to-use forms, unbranded.
45 fillable templates for transportation agencies: applications, quote sheets, process checklists, compliance documents and internal forms. Instant download. Buy the full bundle, or just the category you need.
The Ultimate Forms Bundle
All 45 ready-to-use forms in one place. Everything your agency needs to save time, stay organized and operate professionally.
Get the bundle
Process Checklist Forms
Checklists for onboarding, quoting, billing, claims and renewals. Ideal for training staff and building SOPs.
Get package
Agency Forms Package
Signature-ready forms for client authorization and acknowledgment. Built for transportation-focused agencies.
Get package
Quote Sheets & Applications
Quote faster with ready-made commercial transportation sheets. Capture all underwriting information from first contact.
Get package
Compliance & Risk Management Forms
Help your transportation clients meet underwriter requirements with professional risk management documentation.
Get package
Agency Playbook Forms
Internal forms for SOPs, team accountability and organized records. Built for agency owners and managers.
Get packageFree
Take something today, for free.
Glossary EN/ES
The trucking terms you need before you quote, in both languages.
Submission Checklist
Everything a market will ask you for, before they ask.
About
I don't teach trucking from theory. I write it every day.
I moved to Texas in 2013 and started in the industry at an auto agency. In 2014, at 24, I opened my own independent agency — with no money, no connections and no experience. I found my niche in trucking insurance and have been building and running commercial agencies serving Texas ever since.
Everything I teach comes from real accounts, real markets and real mistakes. And all of it exists in English and Spanish, because when I started, nothing did.
Articles
The questions I get most, answered properly.
What an MCS-90 actually is (and what it isn't)
The most misunderstood endorsement in trucking, from the agent's side.
7 min readHow to read a USDOT in SAFER before you quote
The insurance history tells you how long that carrier has really had active authority.
9 min readThe commission reconciliation your agency isn't doing
Why most small agencies don't know what they're actually owed.
6 min readFAQ
What people ask most
Do I need an insurance license to take the courses?
For the agent course, yes — it assumes you already hold a P&C license. The CSR course doesn't require one, because it covers service work, not selling or advising.
Is everything available in Spanish?
Not everything. The Trucking Insurance Producer Course is taught in English — lessons, exercises and the final exam. The guide and this website exist in English and Spanish. If you’re comfortable with technical insurance English, the course is for you.
What's the difference between the guide and the courses?
The guide is the full body of knowledge in print, for reference and study. The courses turn that knowledge into interactive lessons, labs and simulations, with a capstone and a final assessment. Most people start with the guide.
Do you offer one-on-one consultations?
Only through the mentorship levels, with limited spots. No one-off consultations or discovery calls — the courses and guide cover almost everything a consultation would.
What does back-office support include?
Agency bookkeeping, commission reconciliation and recurring admin work. Scope is defined with you before we start, because every agency keeps its numbers differently.
Do you work with agencies outside Texas?
Yes. Training and systems aren't state-dependent. For market-specific work, where you operate does matter, and we discuss it first.
How long does an Agency Setup take?
It depends how far you want us to go. Message me with what you have and what's missing, and I'll send back a scope with phases and timing.
Contact
Tell me what you need.
Check everything that applies and tell me what you're working on. No discovery call.