New carriers vetted against your requirements
Collects W-9, COI, authority and payment details from new carriers, verifies limits and safety status and activates them in the TMS or lists what is due.
Slow onboarding loses loads and invites fraud.
Every new carrier needs authority, safety record, insurance and payment details checked. Packets come back incomplete or with the wrong certificate holder. Teams either wait or cut corners, and both cost money.
A rep finds a carrier for a hot load at 3 pm, but onboarding needs a COI with the right cargo limit. The packet comes back at 6 pm, and the load goes to another broker.
Carrier onboarding, step by step.
The agent does the work inside your systems. Your team approves what matters.
- 1
Send the packet
Sends the carrier a short request for W-9, COI, authority and payment details.
- 2
Check everything
Verifies authority age, safety status, insurance limits and flags identity mismatches.
- 3
Clear or hold
Activates the carrier in the TMS or tells the rep exactly what is missing.
Your team keeps the judgment calls.
The agent takes the repetitive work. People approve, decide and talk to customers.
- Loads covered while they are still hot
- Insurance gaps caught before pickup
- Fraud signals flagged early
Works inside the systems you already run
Before you ask.
Collects W-9, COI, authority and payment details from new carriers, verifies limits and safety status and activates them in the TMS or lists what is due. It works in three steps: send the packet, check everything and clear or hold.
It works inside the tools your team already uses, including email, TMS, carrier safety data and document storage. Nothing to rip out and nothing new to learn.
It starts in shadow mode, drafting the work for your team to approve or correct. You decide what it handles on its own, and every action is logged.
Your data is used only to run the workflows you approve. We do not use your proprietary data to train public or unrelated AI models.
More for trucking & logistics
Browse every agent- Freight brokerageSpot quote deskPrices spot rate requests from lane history, market rates and buy cost under your margin rules, then quotes and builds the load in the TMS on acceptance.
- Freight brokerageCarrier pay and settlementAudits carrier invoices against rate confirmations and PODs, resolves accessorial disputes, and releases carrier pay once the paperwork matches.
- Flagship3PL and warehousingLogistics Document ProcessorReads every BOL, POD and freight bill so no one keys them in.
Start with one agent.
Pick the workflow that hurts most. We'll scope it on the first call.