Introducing InsuranceExpress: Integrated Coverage for Faster Funding

Managing deals from approval to funding is complex and time-consuming, especially when it comes to insurance.

Coordinating with agents, verifying lender requirements, and tracking certificates typically involve back-and-forth emails and extra steps that can slow your workflow. Even with a great process, insurance remains the last manual gap in the deal flow.

That’s why we built InsuranceExpress, an integrated solution inside TRNSACT that simplifies insurance certificate collection, quoting, and compliance checks, all within your financing workflow.

Why Insurance Certification Can Delay Financing

Most dealers are familiar with this scenario: the financing is approved, the customer is ready, but the insurance certificate is still missing. Even when a customer has a provider, ensuring that the policy includes the correct lender-specific details, such as loss payee, deductible, and coverage terms, can take days.

Meanwhile, sales teams invest time coordinating with agents, lenders wait for proper documentation, and customers may be left uncertain about the status of their deal.

This is not because anyone is dropping the ball. Insurance is a complex and regulated part of the process. But without connected tools, it is simply hard to manage efficiently, especially when the rest of the deal has already gone digital.

Simplify Insurance Workflows in Equipment Financing

InsuranceExpress was built to help equipment dealers manage insurance tasks faster and more efficiently, directly within TRNSACT.

With InsuranceExpress, dealers can:

• Trigger insurance collection automatically inside the deal workflow
  
  
• Apply lender-specific requirements without re-keying data
  
  
• Request a quote or collect insurance certificates directly from an agent
  
  
• Track status and updates in real time with no extra tools required
  
  

When the certificate meets the lender’s rules, the deal can proceed to funding without unnecessary delays or surprises.

Integrated Quoting with Preferred Insurance Providers

InsuranceExpress offers instant quoting integrations with trusted providers specializing in commercial equipment and trucking insurance.

With just a few clicks, dealers can request insurance quotes directly through TRNSACT. There’s no extra login, no new portal, and no guesswork around compliance. InsuranceExpress is designed specifically for equipment and trucking financing, helping reduce delays, increase visibility, and speed up deal closings.

Licensed dealers may also be eligible to earn a commission when they quote and bind coverage using InsuranceExpress.

Insurance, Simplified for Everyone Involved

InsuranceExpress is not just a tool—it is a better way to work across the entire ecosystem. Lenders get the compliance they need. Dealers gain visibility and control. Agents stay looped in without manual coordination. And buyers get a smoother, faster experience.

This solution is part of TRNSACT’s commitment to delivering smarter financing tools for the equipment and commercial vehicle industries, helping dealers close more deals faster with full insurance compliance.

Want to see how it works?

Request a demo or visit our website to learn more.