Good questions. Clear answers.
What to know before you choose a plan—and where to find help once you’re here.
Getting started
Who is Carrier Base for?
Carrier Base is built for producers and agencies that write trucking insurance. It brings accounts, contacts, drivers, vehicles, new business, policies, tasks, and team activity into one agency workspace.
Can we see a demo before subscribing?
Yes. Use Book a demo on the home page and tell us about your agency. Our team will follow up to arrange a walkthrough.
Where do I sign in?
Your workspace lives at app.carrierbasecrm.com. Use Log in on this site. Invited team members should sign up with the email address their agency administrator invited.
Do you migrate our existing data?
Talk with us about your source system and the records you need to move. We’ll confirm the supported import format and any setup work before promising a migration.
Plans & billing
How much does the CRM cost?
The CRM costs $249 USD per month for the first two users. Each additional user costs $149 per month. For example, three users cost $398 per month and five users cost $696 per month, before any applicable taxes or optional services.
Is DOT Leads included in the CRM price?
DOT Leads is a separate $250 USD per month CRM add-on. It is coming soon and cannot be purchased until the carrier search feature is ready. Your CRM subscription does not include this fee.
What happens when I choose a plan?
Choose your subscription options, create and verify an agency account, and review your recurring total in Stripe’s secure checkout. Creating an account does not charge you. Paid access opens after payment is confirmed.
Can I cancel my subscription?
Yes. Your first subscription has a 14-day money-back guarantee. After that, give at least 30 days’ notice using Cancel subscription in the app. Access ends on the first monthly billing date at least 30 days later; you pay for the months you have access. Notice on August 15 means you pay August and September and access ends October 1. The app shows the ending date before you confirm. Read our Refund & cancellation policy for details.
Your workspace & data
Can other agencies see our records?
Customer records are scoped to their agency through database access policies. Authorized Carrier Base staff can access a customer workspace for support using time-limited access with a recorded reason. Keep individual sign-ins for each team member and review access when someone leaves.
Who owns the data we enter?
Your agency retains its rights in the data it supplies. Carrier Base processes that information to operate and support the service. Your agency is responsible for having permission to collect, enter, and use its customer information.
Does Carrier Base issue insurance or guarantee coverage?
No. Carrier Base is software for managing agency work. Your agency and its carriers remain responsible for quotes, underwriting, binding, policy terms, licensing, and customer communications.
How do we get help?
Email kmorrissy@carrierbasecrm.com with your agency name and a description of the issue. Never send your password, verification codes, full payment card details, or unnecessary sensitive customer information.