Topic
Onboarding and compliance
Carrier packets, insurance certificates, document storage, vetting, and expiration monitoring.
25 guides
Move the relationship into onboarding
Track follow-ups, collect carrier paperwork, and keep documents organized after an interested reply.
Read the practical guide- Carrier onboarding packet checklistEvery document a dispatcher or broker should collect before moving a carrier's first load: W-9, authority letter, COI, voided check, CDL, and a signed agreement.
- Carrier COI requirementsWhat to check on a carrier's COI before you move freight: auto liability and cargo limits, certificate holder wording, effective dates, and the agent verification step most people skip.
- Track carrier insurance expirationThree ways to catch a lapsing certificate of insurance before it costs you a load — manual calendar, FMCSA filing checks, and automated expiration alerts.
- Onboard a carrier in 24 hoursA same-day onboarding sequence: verify authority, send one packet link, confirm insurance with the agent, countersign, and dispatch the first load.
- Dispatcher-carrier agreementThe clauses that belong in a dispatcher-carrier agreement — fee structure, scope, term and termination, authority limits, and what happens when the carrier goes direct.
- Carrier document storageHow to store carrier paperwork so it survives an audit and a claim: one folder per carrier, expiration dates attached, private links, and a retention rule.
- Carrier vetting checklistThe checks to run before you tender a load to a carrier: authority status, insurance, safety scores, identity verification, and the double-brokering red flags.
- Carrier compliance monitoringWhat to monitor on an active carrier after onboarding — authority status, insurance filings, safety changes — and the cadence that catches problems before a load does.
- Carrier onboarding portalsWhat a carrier onboarding portal does, what enterprise platforms charge for it, and how a link-based packet works for a dispatcher or small brokerage.
- Carrier W-9 and payment setupHow to collect a carrier's W-9, voided check, and notice of assignment correctly — and why the factoring company matters more than the bank details.
- Texas carrier onboardingWhat to collect and verify before dispatching a TX motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- California carrier onboardingWhat to collect and verify before dispatching a CA motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- Florida carrier onboardingWhat to collect and verify before dispatching a FL motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- Georgia carrier onboardingWhat to collect and verify before dispatching a GA motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- Illinois carrier onboardingWhat to collect and verify before dispatching a IL motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- New Jersey carrier onboardingWhat to collect and verify before dispatching a NJ motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- New York carrier onboardingWhat to collect and verify before dispatching a NY motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- Ohio carrier onboardingWhat to collect and verify before dispatching a OH motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- Pennsylvania carrier onboardingWhat to collect and verify before dispatching a PA motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- North Carolina carrier onboardingWhat to collect and verify before dispatching a NC motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- Michigan carrier onboardingWhat to collect and verify before dispatching a MI motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- Indiana carrier onboardingWhat to collect and verify before dispatching a IN motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- Arizona carrier onboardingWhat to collect and verify before dispatching a AZ motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- Tennessee carrier onboardingWhat to collect and verify before dispatching a TN motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
- Washington carrier onboardingWhat to collect and verify before dispatching a WA motor carrier — authority, insurance limits, intrastate registration, and the documents that expire.
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