Centerline

By Centerline Insurance Company

Overview

Centerline helps Reliance Partners staff quote per-shipment cargo insurance for freight brokers through Watkins Insurance Group. Staff can enter shipment details or upload a coverage request, review eligible premiums and deductible options, retrieve or revise saved quotes, and consult Centerline’s knowledge base. The app stores private quote records and emails quote logs, underwriting referrals, and bind requests with requester contact and shipment details. Binding is completed manually by underwriting.

Tools

bind_quote

ChatGPT

Record a bind-requested version of an existing Centerline quote and email its requester contact and shipment details to Centerline underwriting. Binding is not automated: underwriting manually checks the application on file (new insureds need an application; existing ones get an endorsement) before binding. Use when the user says they want to bind a quote. Underwriting needs the shipper (cargo owner), passed as shipperName unless already recorded. Repeated calls can send another email.

cargo_quote

ChatGPT

Quote per-shipment cargo insurance from Centerline (Watkins Insurance Group) for Reliance Partners staff. Collect shipment details by questions or an uploaded coverage request, calculate eligible premiums, and create or update private quote records. Emails quote logs to Centerline and out-of-appetite referral packets to underwriting, including requester contact and shipment details. Confirming a deductible and supplying the shipper sends a bind request; underwriting completes binding manually. Use for new quotes and adjustments to an existing quote number (deductible, limit, or lane). This tool runs a multi-step flow. Each call returns the flow's current status, the data for that step, and a nextStep field describing what the following call contains.

lookup_quote

ChatGPT

Retrieve an existing Centerline cargo quote by its quote number (e.g. CL-1042). Returns the latest version, price and status. Changes (deductible, limit, lane, values) go through the cargo_quote flow with baseQuoteNumber set, which only re-asks what changes.

quote-presentation

ChatGPT

Displays a Centerline cargo quote — one price with a deductible dropdown that updates the price live and covers every deductible level. Confirming a deductible (widget button or message) is the bind request, in one step. A deductible amount that is not offered is recorded in the flow's requestedDeductible field.

referral-confirmation

ChatGPT

Short, clean confirmation card shown when a request was sent to Centerline underwriting instead of being auto-quoted. The widget says everything needed, including how to follow up.

search

ChatGPT

Search the knowledge base and return the passages that match a query. Use this for general questions about the product or service — what it covers, pricing, eligibility, policy details, and the like. Answer only from the passages it returns, and if it returns none, say the knowledge base doesn't cover the question instead of answering from general knowledge. Do not use it for anything specific to this user's own account or records.

upload-card

ChatGPT

Display the upload card for the cargo_quote flow. This tool only renders the card; after the rep selects a coverage request (PDF or photo), the card uploads it to private WaniWani document storage through the app's upload endpoint and associates it with the active flow for extraction and review. The flow passes the sessionId at its upload step; outside that step the card cannot store a file. A file attached to a chat message does not reach this app.