Commercial Trucking Activation Pack.
Could Your Trucking Coverage Break Down Before Renewal?
The done-for-you vertical campaign for retail commercial agents writing trucking. Survey, scoring, follow-up brief, agent Share Kit with attribution link, activation tracking, stuck-detection — plus the Carrier Risk Checklist as the value-first resource you share with prospects who complete the survey.
No card required. Free plan: this pack, 25 completions/month.
Included on the free plan
Pick Trucking as your free-plan pack. Upgrade to Producer ($19/mo) any time for unlimited completions and every other pack.
Ten components, tuned for trucking.
Every Seven16 Survey pack ships with the same coordinated structure. The survey questions, scoring weights, Share Kit templates, completion deliverable, and dashboard metrics are tuned per vertical — you don't relearn the workflow when you add the next pack.
Trucking-tuned 7-question survey
Captures fleet size, cargo class, authority type, policy review timing, recent losses, biggest insurance headache, and urgency.
Locked scoring formula
0.35×risk + 0.35×intent + 0.20×fit + 0.10×loss/pain. Server-side, deterministic. Weights tuned for commercial trucking risk profile.
Result page with shareable token
Tier (Solid Foundation / Coverage Gaps Likely / High Exposure) + score breakdown + recommended action.
Agent follow-up brief
The lead record surfaces the prospect's full answer set, top risk signals, lead-priority tier, recommended action, and CTA — so the producer opens the call with relevance instead of a cold pitch.
Agent Share Kit (7 trucking-specific templates)
3 LinkedIn DMs (warm / renewal trigger / referral) + 2 LinkedIn posts (educational + vertical positioning) + 1 email + 1 SMS (TCPA-gated). Attribution link + UTMs baked in.
Pre-call checklist
What to confirm before the call, what to bring up, what to avoid asking. Specific to trucking prospects (MCS-90, authority, cargo coverage).
Activation stages (15-stage pipeline)
ACORD-mapped: survey sent → started → completed → result generated → agent notified → agent contacted → review booked → review showed → quote requested → quote delivered → bound / lost / nurture → testimonial candidate.
Stuck-detection rules
Every 6 hours, 5 stuck signals scanned: hot prospect waiting for first contact, contacted-no-review-after-5d, review-booked-show-not-updated, quote-no-delivery-after-7d, agent coaching flag.
Dashboard metrics
Per-vertical view of completions, lead priority distribution, stage breakdown, and pipeline movement. Trucking-specific filters.
Agent training notes
How to interpret tier labels, when to advance stage, how to open the call differently for owner-operators vs. small fleets vs. non-fleet trucking.
Carrier Risk Checklist
The 12 coverage gaps most trucking operators miss before renewal.
A printable checklist covering authority changes, cargo limits, MCS-90 status, prior-loss exposure, and the certificate-of-insurance language most agents skip. Designed to be reviewed in 10 minutes before any insurance conversation.
A value-first resource to share with prospects who complete the trucking survey. They keep it whether or not they ever talk to you. That's the whole point — useful gift, no quote ask, no application, no pressure. Positions you as the agent who shows up with substance.
Checklist covers
- Authority changes mid-policy
- Cargo limit drift
- MCS-90 status review
- Prior-loss exposure flags
- Certificate-of-insurance language
- Renewal preparation timeline
Who buys this pack — and what they avoid.
Who this is for
- Solo retail commercial agents writing or wanting to write trucking
- Small agency principals trying to grow commercial auto/trucking
- Wholesalers/MGAs with trucking appetite needing agent activation
- Producers tired of cold-calling trucking prospects without context
What you avoid
- Generic CRM that doesn't know what BASIC scores or MCS-90 endorsements are
- $2,000/month vertical lead-gen agencies with no measurable ROI
- Form builders that collect answers but don't activate the conversation
- Hiring a marketing consultant to write trucking-specific outreach copy
Why is this free?
A vertical lead-gen agency charges $500–$2,000 per month for managed campaigns with no survey, no scoring, and no activation tracking. A generic CRM with insurance-vertical templates runs $97–$249/month with monthly billing forever. This pack costs nothing to try, and Producer is $19/mo after that — cheap enough that a single bound submission covers years of it.
We'd rather you see a real scored prospect from your own list before you decide anything about price. No card required to start, no upgrade pressure once you're in.
What buyers ask first.
Is this a subscription?
The pack itself is free — sign up, pick Trucking, and it's yours: survey, scoring, Share Kit templates, activation tracking, and the Carrier Risk Checklist. The free plan caps you at 25 completions a month; upgrade to Producer ($19/mo) for unlimited completions and every other pack.
When do I get access?
Immediately. Sign up, choose Trucking, and you get your branded survey link on the spot — no provisioning wait, no sign-in email to wait for.
What is the Carrier Risk Checklist?
A printable checklist (the Track A completion deliverable) you share with prospects who complete the trucking survey. Covers authority changes, cargo limits, MCS-90 status, prior-loss exposure, and certificate-of-insurance language. It's a useful gift to send before any insurance conversation — and it positions you as the agent who shows up with substance.
Can I share this with other agents in my agency?
The free plan is one seat. For agencies wanting multi-producer access (up to 5 producers) plus per-producer pipeline views and CSV export, see the Agency tier ($79/mo).
What if it doesn't work for me?
You haven't paid anything on the free plan, so there's nothing to refund. If you upgrade to a paid tier, every plan carries a 30-day full refund, no conditions.
Is this a quote or insurance product?
No. The survey produces a tier and a recommendation. It does not bind coverage, generate a premium, or constitute a quote. It's a pre-call intelligence tool that helps you walk into the first conversation with context.
Get started
Start free with the Commercial Trucking Activation Pack. Send your first branded survey today — your first prospect completion usually arrives the same week.
Seven16 Survey is designed for commercial insurance prospect activation. It does not determine coverage, replace licensed insurance review, or guarantee binding outcomes. The Carrier Risk Checklist is a printable educational resource provided for eligible completed responses. Delivery is not conditioned on purchasing insurance, scheduling a meeting, giving a positive review, or providing a testimonial.