01
Prioritize the right accounts
Focus activity by 90-day renewal window, state, fleet size, business class, and Revenue-Priority Score.
LIVE REVENUE INTELLIGENCE
INSIGHT DRIVES WHAT’S NEXT
Start every morning with revenue already ranked.
BrokerEdgeOS™ brings 90-day renewal intelligence, account details, outreach activity, and pipeline follow-up into one focused workspace built for transportation insurance production.
No ownership or equity is offered. “Founding” identifies a limited early-subscriber program provided by Channis LLC.
Wednesday Morning PriorityUrgent · #1 today
FICTIONAL DEMONSTRATION ACCOUNT
22 daysSummit Haulage LLC
For-hire interstate general freight carrierFleet10 power units
Estimated annual premium$210,000
Potential commission$21,000 at 10%
Market matches3 identified
Next move: Call this morning — inside 30 days with an account-specific script and three promising markets already identified.
22Days to renewal
10Trucks
$21KPotential commission
Planning estimates only. Premium, commission, market appetite, and prospect information must be independently verified.
See the platform in action
Experience the intelligent producer command center.
Watch BrokerEdgeOS bring opportunity ranking, account intelligence, personalized outreach, follow-ups, and Opportunity Scout™ together.
© 2026 Channis LLC. All rights reserved. BrokerEdgeOS™ and Opportunity Scout™ are trademarks of Channis LLC. This presentation, including its narration, product screens, workflows, and visual design, is proprietary and protected by copyright and other intellectual-property laws. It is provided for viewing on this website only. Downloading, recording, copying, redistributing, publicly displaying, or creating derivative works from it without written permission is prohibited. Company names and account information shown are fictional. See the Website Terms of Use.
INSIGHT DRIVES WHAT’S NEXT.BrokerEdgeOS finds the opportunity, ranks it, identifies promising markets, and prepares the next move.
The actual BrokerEdgeOS experience
Your morning Command Center identifies the next best revenue move.
This is how the prioritized account appears inside the working interface—not as a separate marketing description.
WEDNESDAY MORNING BRIEF
Good morning. Here is where revenue needs attention.
Priority calls14
Emails ready32
Renewals inside 90 days47
Potential commission$61,800
Today’s Ranked Opportunities
1
Summit Haulage LLCGeneral freight · 10 trucks · renewal in 22 days
Urgent2
Coastal Charter GroupPassenger transport · 9 units · renewal in 48 days
High Priority3
Metro Recovery ServicesTowing · 13 trucks · renewal in 76 days
Early Positioning4
Lakeview Moving Co.Moving & storage · 6 trucks · renewal in 82 days
Early PositioningUrgent 0–30 daysHigh Priority 31–60 daysEarly Positioning 61–90 days
#1 Opportunity Detail
Urgent · 0–30 days
Summit Haulage LLC
Fictional demonstration account
For-hire interstate general freight carrier
For-hire interstate general freight carrier
Renewal22 days
Fleet10 power units
Est. annual premium$210,000
Potential commission$21,000 at 10%
Why BrokerEdgeOS ranked it (Revenue-Priority Score):
Renewal window is inside 30 days, the 10-truck fleet matches your target profile, contact data is present, and the Revenue-Priority Score for this account is the highest in the queue today.
Renewal window is inside 30 days, the 10-truck fleet matches your target profile, contact data is present, and the Revenue-Priority Score for this account is the highest in the queue today.
Market Appetite Match
Great West CasualtyGeneral freight · established interstate fleet
Strong matchNorthland InsuranceTransportation-focused commercial auto market
Review fitCanal InsuranceFor-hire trucking appetite
Review fitAI Outreach ReadyPersonalized for this account
Subject: Summit insurance renewal review
Summit Haulage LLC’s 10 power units operation is approaching its renewal window. I would welcome a brief conversation to review the current program and determine whether one of the transportation markets aligned with your fleet may offer a stronger fit.
Summit Haulage LLC’s 10 power units operation is approaching its renewal window. I would welcome a brief conversation to review the current program and determine whether one of the transportation markets aligned with your fleet may offer a stronger fit.
Dial Summit · Number Prefilled
Open AI-Written Email
All companies, figures, and activity shown are fictional illustrations. Market matches are illustrative; appetite, eligibility, appointment access, premium, and commission must be independently confirmed.
A more disciplined production workflow
Turn scattered prospecting data into organized action.
BrokerEdgeOS helps a producer move from account identification to documented outreach and timely follow-up without losing sight of the renewal date.
02
Work from one workspace
Review account intelligence, prepare outreach, record dispositions, and schedule the next action.
03
Keep the pipeline moving
See what was attempted, what requires follow-up, and which opportunities are progressing toward submission.
What BrokerEdgeOS supports
Purpose-built around producer execution.
90-day renewal intelligence
Renewal opportunities are organized into a rolling 90-day window and segmented Urgent (0–30), High Priority (31–60), and Early Positioning (61–90).
60,000+ fleet source records
The Transportation OS was built from approximately 61,506 source fleet records consolidated into 44,340 deduplicated transportation accounts. Not every record is a unique account — dedup and quality controls apply.
Account-level workflow
Keep contact details, fleet information, incumbent-carrier indicators, and producer notes connected to the account.
Outreach management
Support calling, personalized email preparation, dispositions, reminders, and documented follow-up.
Pipeline visibility
Move accounts from prospecting through document collection, submission, quotation, and outcome tracking.
Controlled opportunity releases
Launch portfolios are released in managed stages to encourage genuine activity and responsible data use.
What arrives in five business days
Your $495 is buying a working launch—not an empty login.
Once the agreement, payment, and onboarding information are complete, your workspace is configured around the transportation business you want to write.
01Configured workspace
Agency identity, users, licensed states, and target profile.
02Founding opportunity portfolio
Up to 200 complimentary Founding Customer prospect opportunities.
03Initial release
Up to 50 opportunities released at activation; remainder released in managed stages based on legitimate platform activity.
04Outreach workflow
Call scripts, email preparation, dispositions, and follow-up.
05Guided onboarding
A clear first-week production plan—not feature overload.
Put the enrollment fee in perspective
What would the featured 10-truck account mean to your agency?
Using the fictional Summit Haulage example, change the assumptions below. This calculator estimates gross agency commission before expenses; it is not a forecast or guarantee.
Illustrative gross commission$21,000
42.4× the $495 enrollment fee
Actual premiums, commission rates, conversion, expenses, and results vary. BrokerEdgeOS does not guarantee appointments, quotes, bound accounts, or revenue.
Without a connected workflow
- Renewal lists sit in spreadsheets
- Calls and emails live in separate systems
- Follow-ups depend on memory
- Account context is rebuilt before every touch
- Leadership learns about stalled opportunities late
With BrokerEdgeOS
- Best opportunities are prioritized daily inside the 90-day window
- Account intelligence travels with the workflow
- One disposition creates the next action
- Each producer sees a focused execution plan
- Leadership sees activity, pipeline, and intervention needs
Limited early-subscriber program
BrokerEdgeOS™ Revenue Launch Program
Designed for independent producers and smaller brokerages that want to build commercial transportation production with a focused, repeatable workflow.
Availability is limited and subject to onboarding approval, territory, licensing, and data availability. Provider: Channis LLC, a Wyoming limited liability company registered and authorized to do business in Texas.
$495 due at enrollment
$249 first month subscription + $246 one-time workspace setup & guided onboarding.
Then: $249 per month, continuing until you cancel. Optional Opportunity Scout™ add-on available at $70/month. Opportunity Scout™ is also available standalone at $99/month.
- BrokerEdgeOS workspace delivered within five business days after all activation requirements are satisfied
- Up to 200 Complimentary Founding Customer Opportunities across a rolling 90-day renewal window
- Initial release up to 50 opportunities; remainder released in managed stages based on legitimate platform activity and subscription status
- Good-faith matching to your requested / licensed states subject to available inventory
- Founding subscription rate of $249 per month, maintained for 12 months while the subscription remains continuously active
- No guarantee of state geographic match for complimentary founding customer opportunities, minimum number in any state, exclusivity, accuracy, contactability, conversion, or placement
Need prospecting intelligence without the full platform?
Opportunity Scout™ is available standalone for $99/month, month-to-month, with no BrokerEdgeOS setup fee.
Important questions
Are the founding customer opportunities guaranteed leads?
No. They are prospecting opportunities derived from third-party and public-source information. They are not appointments, quote requests, submissions, or guaranteed sales. All information must be independently verified. No guarantee of contactability, accuracy, geographic match, exclusivity, conversion, or placement.
How are the 200 opportunities delivered?
The initial release may be up to 50 opportunities. The remaining opportunities are released in managed stages based on legitimate outreach, dispositions, and follow-up activity documented inside BrokerEdgeOS, and while the subscription remains continuously active.
How does the 90-day renewal window work?
Opportunities are segmented as 0–30 days (Urgent), 31–60 days (High Priority), and 61–90 days (Early Positioning). Ranking uses a Revenue-Priority Score, so a stronger 61–90 day opportunity can rank above a weaker short-term one.
Can a subscriber download or resell the data?
No. Subscriber access is limited to permitted business use inside BrokerEdgeOS. Scraping, bulk extraction, redistribution, resale, and use to build a competing product/database are prohibited.
When is the workspace delivered?
Delivery occurs within five business days after the subscription agreement is electronically signed, initial payment is confirmed, an administrator is named, and required onboarding information is received.
Does BrokerEdgeOS recommend or bind insurance coverage?
No. BrokerEdgeOS is a prospecting and workflow technology service. Carrier appetite, underwriting, quotations, coverage decisions, and binding remain the responsibility of the properly licensed producer, agency, and insurance market.
INSIGHT DRIVES WHAT’S NEXT
Stop prospecting blind. Start every morning with your next best revenue move.
Watch our automated BrokerEdgeOS presentation, explore the Founding Agency Program, and subscribe directly online.