Interactive guide — click through each step
Go to the portal URL and enter your credentials:
You'll see the main portal dashboard after logging in.
Each customer gets their own session. Click the button at the top of the portal:
Fill in the customer info:
Click Create Session and you'll be taken to the session page.
Made a typo? No worries — click the ✏️ Edit button on the session page to fix the company name, contact, or DOT anytime.
The session page shows a checklist. Each document has its own Upload button:
Click 📤 Upload next to any item → pick your file → checkmark turns green ✓
Files can be named anything — the system tracks by document type, not filename.
You don't have to do it all at once! Upload what you have, come back later for the rest.
In the checklist, the Motor Carrier Questionnaire has a special button:
This opens the full questionnaire form. Fill in all sections:
When done, scroll down and click:
Then click:
The PDF saves directly into the customer's session and the checklist marks it ✓
Click "← Back to Session" to return.
Once all documents are uploaded and the checklist is all green ✓, scroll to the bottom:
This sends one email with all documents attached to the underwriting team.
The session status changes to SUBMITTED and you're done!
Need to add more documents later? No problem.
Log in → all your sessions are listed at the top with their status:
Click any session to open it, upload more documents, and submit when ready.