Tuesday, February 21, 2017

Setup packages for brokers

If you have never worked with the brokerage company that you want to do a load for then, you have to fill out a setup package for the first time, and then most of the time it has to be updated every year. The wording of these contracts is designed to protect the brokers best interests.

Do not let this setup package reduce the number of brokers you are willing to work with because of the time it takes getting setup. Brokers are like customers. The more customers you have, the more money you will make. I know a lot of carriers that do the setup packages from the road. 

Mobile apps like Adobe Reader, PDF Expert, and Hello Sign will save time and money by never having to print anything out or use paper. Just type and sign electronically. You can save information files that include operating authority, insurance, & W-9 already prepared for your company, so it is ready to send to each new broker.

Some pay for a dispatching service to fill out setup packages. Whereas many would feel uncomfortable with someone else doing a contract for their company because of the languages in those contracts having the carrier responsible for everything.

DAT has a new program called "Carrier Onboarding." I am still new to using it but let me show you what I have done so far.

This is my company showing that I already have all of my information in the Onboarding program. It took about 30 seconds to do the setup with YRC Freight.   

This is what the next screen looks like after you setup with the broker

DAT Customer Support
(800) 551-8836

Onboarding is a free service for all carriers.  


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