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Freight Brokerage · Workflow

Carrier qualification and vetting

This workflow automatically qualifies and vets new carriers by collecting required documentation, verifying credentials, checking safety scores, and making approval decisions. It streamlines carrier onboarding while ensuring compliance and risk management standards are met.

Workflow Trigger

New carrier submits application for partnership through broker portal

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Receive carrier application

    New carrier completes online application form with basic company information and requests to join carrier network. System captures MC number, DOT number, insurance details, and contact information.

  2. 2
    Action

    Collect required documentation

    System automatically requests and validates essential documents including certificate of insurance, W-9, operating authority, and safety certifications. Documents are stored in centralized database for review.

  3. 3
    Action

    Verify safety and credentials

    Platform cross-references carrier's DOT and MC numbers with federal databases to pull safety scores, violation history, and operating status. Insurance coverage amounts and validity dates are confirmed.

  4. 4
    Decision

    Evaluate qualification criteria

    System applies predefined scoring matrix based on safety rating, insurance limits, years in business, and equipment type. Decision logic determines if carrier meets minimum qualification thresholds.

  5. 5
    Action

    Conduct final approval review

    Qualified carriers are flagged for broker team final review while rejected applications receive automated denial notices. Approved carriers are setup in TMS with appropriate credit limits and lane preferences.

  6. 6
    Output

    Activate carrier in network

    Approved carriers receive welcome packet with rate sheets and load board access credentials. Carrier profiles are activated across all load matching platforms for immediate load assignment eligibility.

Outputs

  • Qualified carrier database entry
  • Load board network access
  • Compliance documentation file
  • Risk assessment score

Key Metrics

  • Carrier approval rate
  • Average vetting time
  • Safety score compliance percentage
OA

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