1. 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
(800)

2. 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?
(800)

3. carrier qualification process
US Patent:
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

4. Initial qualification

6. 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

7. Status returned – does not qualify

8. Status returned – send packet

9. Carrier Web Application

10. Complete documents

11. carrier web application

12. 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, & 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

13. 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 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.
(800)

14. 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.
(800)

15. 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, s, sending carrier packets, creating carrier in TMS and more…
(800)

16. 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, s, sending carrier packets, creating carrier in TMS and more…
(800)

17. 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, s, sending carrier packets, creating carrier in TMS and more…
(800)

18. carrier qualification & on-boarding
EBE Technologies
11/23/2018
carrier qualification & on-boarding
(800)

19. 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?
(800)

20. 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?
(800)

22. 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.

23. 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
(800)

24. 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.
(800)

25. 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.
(800)

26. 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.
(800)

27. carrier portal – pending pay
EBE Technologies
11/23/2018
carrier portal – pending pay
Carrier can check settlement history and pending pay.
(800)

28. carrier portal – pending pay
EBE Technologies
11/23/2018
carrier portal – pending pay
Carrier can check settlement history and pending pay.
(800)

29. 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
(800)

30. Factoring Portal

31. Factoring Portal – Order Detail