Carrier Qualifications & On-Boarding EBE Technologies 11/23/2018 Carrier Qualifications & On-Boarding AM Best Scoring for Insurance Rules Fraud alert – check IP address & compare www.ebe-inc.com (800) 447-0612

carrier qualification & on-boarding process EBE Technologies 11/23/2018 carrier qualification & on-boarding process Carrier Inquiry Qualify Send Carrier Packet Monitor Packet Return Enter Carrier Information File Documents Can you tell me about your current qualification process? How many new carriers are evaluated per week? How many carriers are qualified per week? How many hours per week are spent qualifying carriers? *include time to generate carrier packets & other correspondence related to the carrier qualification process. How many hours are spent keying carrier data into Carrier Management System? How many hours per week are spent filing newly qualified & disqualified carrier paperwork, include time spent copying or scanning paperwork? Operating Status Valid Common or Contract Authority Safety Rating: Non: Satisfactory: Unsatisfactory If a carrier had a safety review during a specified time do you waive any additional qualifications? If you qualify an unsatisfactory carrier do you require the carrier to submit their letter of compliance? Broker Authority Do you require an authority to be in place for a specific length of time, based on the truck count within Safesys? Do you allow any gaps in authority? www.ebe-inc.com (800) 447-0612

carrier qualification process US Patent: 8364702 Web Application Check Previous Carrier Files & FMCSA Report Compare to Carrier Profile Minimum Standards Carrier Self Qualification Collect equipment information. Collect carrier’s regional service area by state, lane or other. Information is stored in SHIPS carrier management system and can be referenced at anytime. Number of Trucks Length and Gaps in Authority AM Best Rating Driver Tax Status Equipment Type Lanes Driven Safer Sys Status Common/Contract Insurance Compliance Safety Accountability Scores (CSA) Hazmat Insurance Coverage Federal Employer Identification Number Data Validation (FEIN) Approve Review Reject

Initial qualification

Qualification Metrics Initial Qualification BIPD amount on file (> $750,000) Do they have cargo insurance (yes/no) Do they have bond insurance (yes/no) Number of power units Vehicle Out of Service Rate vs. National Average Driver Out Of Service Rate vs. National Average Require Common Authority Require Contract Authority Require EITHER Contract OR Common Authority CSA Scores (If Vigillo Integration is purchased) Letter of operating authority Safety Rating Requirements Must have a Satisfactory or Not-Rated Status Other statistics available

Status returned – does not qualify

Status returned – send packet

Carrier Web Application

Complete documents

carrier web application

carrier on-boarding process Send Carrier Packet Monitor for Carrier Packet Return Carrier Packet Returned Carrier Packets are Expensive to Create, Disseminate & Audit Limits the Opportunity to Respond Cover Spot Move Time and Accuracy Requirements Create a Carrier File in the TMS System Inventory and Manage Required Documents For Returned AUTOMATE Create & Send Packets Fax, Email & Internet Creates Bar-Codes Inventory Returned Packets Alerts Carrier and Processor for Missing Documents Creates Carrier File Assigns Order Number Dispatches Carrier Within TMS BENEFITS Carriers are On-Boarded 24-7 Without Intervention Visibility Exceptions More Freight Less Staff All Documents are Accounted For Compliance Automatically Store Documents Imaging System Create Carrier in Dispatch

carrier qualification & on-boarding EBE Technologies 11/23/2018 carrier qualification & on-boarding Do you use agents as well as company sales personal? Who is responsible for sending out the carrier packets? Are carrier packets returned to a central fax number or email address? Who is responsible for auditing the returned packets for completeness? Please describe in detail the workflow associated with a returned carrier packet. Do you require your company’s name to be placed on the ACORD form? Is there specific verbiage you require to be placed in the remarks area of the ACORD form? Do you dispatch a carrier if specific packet documents are not completed when it is initially returned? If so, do you set a temporary qualification status for the carrier? If so, what are the rules? How do you notify a carrier that specific packet documents are not completed? Do you have a team member follow up with carriers that do not return packets after a given period of time? Is there a review process for the carrier packet before creating a carrier file for the dispatching system? When is a carrier file created for the dispatching system and by whom? Who sets up the carrier in the accounting system? Please describe the workflow. Would this be a workflow process that would place the completed carrier packet into a workflow? Do you have a quick pay program? If so, what document(s) are required for deposit creation? Does your dispatch system have a process to associate a factoring company to a carrier? If so, pleases describe. www.ebe-inc.com (800) 447-0612

carrier on-boarding indexing EBE Technologies 11/23/2018 carrier on-boarding indexing Document indexes may be used to collect data to update other systems. Document indexes capture effective date and expiration dates. www.ebe-inc.com (800) 447-0612

carrier qualification & on-boarding EBE Technologies 11/23/2018 carrier qualification & on-boarding Carrier Qualification & On-Boarding sample workflow tasks. Workflow tasks are configured to your process rules. Workflow tracks activity in each task queue. Workflow tracks return of carrier packet by page. Workflow events are triggered automatically. Events include: mail merges with standard letters, faxes, emails, sending carrier packets, creating carrier in TMS and more… www.ebe-inc.com (800) 447-0612

carrier qualification & on-boarding EBE Technologies 11/23/2018 carrier qualification & on-boarding Carrier Qualification & On-Boarding sample workflow tasks. Workflow tasks are configured to your process rules. Workflow tracks activity in each task queue. Workflow tracks return of carrier packet by page. Workflow events are triggered automatically. Events include: mail merges with standard letters, faxes, emails, sending carrier packets, creating carrier in TMS and more… www.ebe-inc.com (800) 447-0612

carrier qualification & on-boarding EBE Technologies 11/23/2018 carrier qualification & on-boarding Carrier Qualification & On-Boarding sample workflow tasks. Workflow tasks are configured to your process rules. Workflow tracks activity in each task queue. Workflow tracks return of carrier packet by page. Workflow events are triggered automatically. Events include: mail merges with standard letters, faxes, emails, sending carrier packets, creating carrier in TMS and more… www.ebe-inc.com (800) 447-0612

carrier qualification & on-boarding EBE Technologies 11/23/2018 carrier qualification & on-boarding www.ebe-inc.com (800) 447-0612

Carrier Management EBE Technologies 11/23/2018 Can you tell me about your process to manage carrier documents? How many carrier files are reviewed per week? How many hours per week are spent confirming carrier qualifications, identifying carriers with expired documentation & generating request for documents to be updated? How many hours per week are spent generating, sending & tracking renewal notifications for insurance & other required carrier documents? How many hours per week are spent updating active & inactive carrier files, Include time spent copying, managing and filing paperwork? www.ebe-inc.com (800) 447-0612

carrier management process EBE Technologies 11/23/2018 carrier management process Review Carrier Files Send Expiration Notices Monitor Expiration Return Update Carrier Information File Documents Operating Status Valid Common or Contract Authority Safety Rating: Non: Satisfactory: Unsatisfactory If a carrier had a safety review during a specified time do you waive any additional qualifications? If you qualify an unsatisfactory carrier do you require the carrier to submit their letter of compliance? Broker Authority Do you require an authority to be in place for a specific length of time, based on the truck count within Safesys? Do you allow any gaps in authority? www.ebe-inc.com (800) 447-0612

carrier web application Collect equipment information. Collect carrier’s regional service area by state, lane or other. Information is stored in SHIPS carrier management system and can be referenced at anytime.

Carrier Portal EBE Technologies 11/23/2018 How do you communicate company information with carriers? Standard Features:  Document Expirations  Move Documents & Rate Contacts  Settlement History  Pending Settlements Web-Based Carrier Rate Conformation Signatures  Check Call Update Capabilities  CSA Scores www.ebe-inc.com (800) 447-0612

carrier dashboard – items pending EBE Technologies 11/23/2018 carrier dashboard – items pending Carrier portal provides carrier access to items pending, performance and settlement information. Carrier also has access to their document renewal activity and expiration dates. www.ebe-inc.com (800) 447-0612

carrier dashboard – items pending EBE Technologies 11/23/2018 carrier dashboard – items pending Carrier portal provides carrier access to items pending, performance and settlement information. Carrier also has access to their document renewal activity and expiration dates. www.ebe-inc.com (800) 447-0612

carrier portal – check call EBE Technologies 11/23/2018 carrier portal – check call Carrier portal can be used by carrier to provide delivery status updates. www.ebe-inc.com (800) 447-0612

carrier portal – pending pay EBE Technologies 11/23/2018 carrier portal – pending pay Carrier can check settlement history and pending pay. www.ebe-inc.com (800) 447-0612

carrier portal – pending pay EBE Technologies 11/23/2018 carrier portal – pending pay Carrier can check settlement history and pending pay. www.ebe-inc.com (800) 447-0612

Factoring Portal EBE Technologies 11/23/2018 How do you communicate company information with carriers? Standard Features:  Document Expirations  Move Documents & Rate Contacts  Settlement History  Pending Settlements Web-Based Carrier Rate Conformation Signatures  Check Call Update Capabilities  CSA Scores www.ebe-inc.com (800) 447-0612

Factoring Portal

Factoring Portal – Order Detail