Haul Carrier Packet

Setting up with a new broker? A carrier profile sheet, the documents checklist, a COI request for your agent and an email to the broker.

25 credits ($0.25) per packetTry it free, no account needed

How it works

For new authorities, owner operators and small fleets filling out carrier setup packets with every new freight broker. Enter your company details once (legal name, MC and USDOT numbers, EIN, equipment, lanes, your insurance agent and limits, and your factoring company if you use one) and the broker's name. If the broker sent setup instructions or a broker carrier agreement, paste it in too. Haul Carrier Packet gives you a clean one page carrier profile with everything setup forms ask for, ready to print or save as a PDF, and a checklist of the documents brokers want: a signed W-9, a certificate of insurance listing the broker as certificate holder, your operating authority letter, the signed broker carrier agreement, and your notice of assignment if you factor, or a voided check if you don't. It writes the email asking your insurance agent for the COI and the email to the broker's setup team. If you pasted the broker's agreement, it lists anything worth a closer look, like long payment terms, quick pay fees, fines, back solicitation and double brokering clauses. Got a fillable PDF setup form? Form filler fills it in from your details.

Want this set up just for your business?

We can tailor this app to how you work, with your branding, your prices and your tools.

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