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Authority, packets and filings

Carrier Onboarding & Compliance

A new authority is not ready to haul the day the MC number arrives. Brokers want a packet, a certificate of insurance naming them, a W-9, and often a notice of assignment from your factoring company — and each one is a queue. We run that setup, then keep the recurring obligations on a calendar: UCR, IFTA filings, IRP, the drug and alcohol consortium, and the CSA scores that quietly decide which brokers will work with you.

Service

Business outcomes

The change this work should make.

The engagement begins with a business constraint, not a list of deliverables. These are the outcomes we use to shape the scope and decide what deserves attention first.

01

Broker-ready from the first week

02

Filings that do not lapse mid-quarter

03

Insurance certificates where brokers need them

04

CSA scores watched before they cost freight

Capabilities

A connected system, not isolated tactics.

The exact scope follows the constraint. These are the working parts we can connect, improve, document, and hand back to your team.

01

Carrier packet preparation

02

Broker and shipper setup

03

Certificate of insurance coordination

04

UCR, IFTA and IRP filing calendar

05

Drug and alcohol consortium enrolment

06

CSA and safety score monitoring

01FMCSA portal
02Motive
03Samsara
04QuickBooks

Delivery workflow

From unresolved problem to an operating system.

We validate the constraint before building, keep decision owners visible, and document the logic your team will inherit.

  1. 01

    Audit what exists

    Authority status, insurance limits and endorsements, filings due, consortium enrolment, and current CSA scores. On established carriers this step usually finds at least one thing about to lapse.

  2. 02

    Build the packet once

    One current, complete carrier packet — authority letter, W-9, insurance certificate, references, signed agreements — so broker setup becomes a send rather than a scramble.

  3. 03

    Work the setup queue

    Brokers onboard at their own pace, and the ones worth hauling for are often the slowest. We start setups with target brokers before the truck needs them, not the morning a load appears.

  4. 04

    Keep the calendar

    Renewals and filings tracked with reminders that land before the deadline, and safety scores reviewed on a schedule so a rising BASIC gets attention while it is still cheap to fix.

Straight answers

Questions worth resolving before the scope.

The useful answer is usually conditional. We keep those conditions visible rather than turning them into a promise the evidence cannot support.