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Insurance built for how dealers work

InsuranceExpress brings quoting, compliance, and certificate tracking into your sales flow—fully integrated and built to keep deals moving.

Why It Matters

Lenders require proof of insurance before funding, but collecting a compliant certificate is often manual
and time-consuming.

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Certificates that miss the mark

Sales teams spend hours following up with agents to get the right coverage in place.

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Delays that stall funding

Missing or incorrect insurance details can hold up lender approval and disbursement.

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Confusion and Extra Costs

When insurance isn’t clear or complete, customers may face funding delays or end up with higher-cost coverage options.

Two Simple Paths for the Customer

When insurance is needed for financing or rental, Trnsact presents a clear choice:

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Provide their own insurance

Customers can enter their agent’s info, and TRNSACT coordinates the rest — including lender-specific requirements and tracking.

Quote
Get a competitive quote instantly

Offer buyers quick quotes from preferred, lender-approved providers.

What is InsuranceExpress?

InsuranceExpress is built into TRNSACT to simplify insurance quoting, tracking, and compliance for dealers and buyers.

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Instant quotes
Pull i nsurance quotes in seconds—no extra logins, no back-and-forth.
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Smart workflows
Insurance tasks start as soon as a deal hits a specific stage.
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Lender rules built in
Coverage requirements adjust by program to ensure built-in compliance.
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Track certificates in real time
See agent activity, uploads, and lender status all in one place.
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Built for Dealer Flexibility

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Clear visibility

See certificate status instantly—no inbox digging or guessing.

Built-In Compliance

Lender-specific coverage rules are built right in, reducing pushback and rework.

Fewer delays

 TRNSACT handles follow-ups, uploads, and task reminders automatically, so deals keep moving.

Quoting made easy

Request insurance quotes in seconds—no phone calls or logins.

*Licensed dealers may be eligible to earn a commission.

How It Works

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Ask once
The credit app captures whether the customer needs a quote or already has coverage.
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Request is sent
A quote or agent follow-up goes out automatically. No manual task needed.
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Certificate Uploaded
Either the agent uploads a certificate, or the insurance provider returns a quote—digitally and instantly.
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Lender Approval
The certificate meets the lender’s rules so funding can move forward.

Frequently Asked Questions

What if my applicant already has insurance?
They just enter their agent’s info. TRNSACT handles the request and upload.
Can we quote from providers other than TRNSACT's insurance provider?
Not yet. The current release integrates exclusively with our insurance provider.
When does the insurance workflow start?
Usually after lender approval, but you can configure the trigger to match your process.
Do I need another login?
No. Everything happens inside the TRNSACT portal.

Ready to Simplify Insurance?

See how InsuranceExpress helps your team stay compliant and focused on closing deals, not chasing down certificates.