Carrier onboarding checks for freight brokers
Carrier onboarding software for the checks that come before the first load: who the carrier is, whether its authority and insurance filings are in place, what its safety and contact records show, and the decision your team made.
- Identity
- Authority
- Insurance
- Safety
- Contacts
The carrier onboarding process in CarrierTrail
Bring the carriers in
Add a carrier by USDOT or MC number, or import a CSV list. Each one resolves to its USDOT record, so the same carrier is never onboarded twice under two identifiers.
Run the public-record checks
Identity, operating authority and its timeline, BIPD required and on file, insurance filings, inspections and crashes, and contact details with how many other carriers share them.
Keep the certificate with the record
Upload the carrier’s certificate of insurance and see which certificates need review or expire soon.
Approve or reject with evidence
Record the decision and a note. CarrierTrail keeps the records it saw at that moment, so the next reviewer sees why.
Keep watching after approval
Approved carriers go on the watchlist and are checked daily. Authority, insurance, safety and contact changes land in your review queue.
What CarrierTrail covers, and what stays in your carrier setup packet
CarrierTrail covers
- Public FMCSA checks with source dates.
- Certificates of insurance stored with the carrier.
- The decision, the note and the evidence behind it.
- Daily monitoring after approval.
Your carrier packet covers
- The broker-carrier agreement and signatures.
- W-9, payment and factoring details.
- Your own questionnaire and references.
- Keep collecting these the way you do today.
Questions
What do I need to start a new carrier setup?
The carrier’s USDOT or MC number. CarrierTrail finds the record and runs the public-record checks, and your carrier packet supplies the agreement, W-9 and payment details.
Does CarrierTrail replace my carrier packet?
No. It covers the public-record checks, certificates and the approval record. Keep collecting agreements, tax forms and payment details the way you do today.
Can I onboard a list of carriers at once?
Yes. Import a CSV of USDOT or MC numbers into a workspace; each row resolves to its USDOT record before it is added. See CSV import.
How much does it cost?
From $49 a month for 500 monitored carriers and 2 members. See pricing.
Onboard carriers, then keep watching them
Checks, certificates and decisions in one workspace, with daily monitoring after approval.