Onboard Carriers for your Brokerage

Created by Danilo Medic, Modified on Tue, May 7 at 4:52 PM by Al Ceric

Transitioning to a digital carrier onboarding process can significantly streamline operations and enhance efficiency for brokerages in the trucking industry. This transformation allows for smoother communication, faster approvals, and improved tracking of carrier credentials. By leveraging digital platforms and automation tools, brokerages can reduce paperwork, minimize errors, and expedite the onboarding process, ultimately fostering stronger relationships with carriers. This summary explores the benefits and implementation strategies of digital carrier onboarding, highlighting its impact on optimizing workflow and driving business growth in the trucking sector.


1. Navigate to the Carriers page

2. Once you navigate to the Carriers page, you will see an option to Add Carrier.

3.Upon opening the Add Carrier modal, the initial step is to enter the Carrier's Basic Details, including Carrier DOT, Carrier MC (optional), Carrier Name, Phone Number, Email, etc.


Then you have two options:


Option # 1 - Send Onboarding Link

You fill-in basic details only, the carrier onboards by themselves and uploads all required documentation.


Option # 2 - Continue to Next Step 

You fill in all details and upload all required documentation for your carrier.



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