Carrier packet checklist
The documents to collect before dispatching a new carrier. Check off each item as you gather it; nothing on this page is saved or sent anywhere.
Carrier packet checklist
0% completeChecked items stay on this page only; nothing is saved or sent anywhere. Confirm your own compliance requirements with your insurance provider and factoring company.
Why these documents matter
Operating authority and insurance confirm the carrier is legally entitled to haul freight and covered if something goes wrong. A signed agreement sets rates, payment terms and responsibilities before the first load moves, which avoids disputes after the fact.
A factored carrier needs a notice of assignment on file, naming the correct payee, or payment can go to the wrong party. Review each document for completeness and keep copies with your onboarding records.
Frequently asked questions
What is a carrier packet?
A carrier packet is the set of documents a dispatcher or broker collects from a motor carrier before working together: proof of operating authority, insurance, tax information and a signed agreement.
Does a complete checklist guarantee a carrier is safe to use?
No. This checklist tracks which documents you have collected; it does not verify their contents or replace your own compliance review of authority status, insurance limits and safety history.
Is anything on this page saved?
No. Checked boxes exist only in your browser tab for this visit. Nothing is submitted, stored or sent to KeepCarrier or anyone else.
Carrier sales software for dispatch teams
Onboarded the carrier. Now keep the relationship organized.
Use this checklist to onboard carriers, then use KeepCarrier for targeted carrier queues, recorded outcomes and scheduled follow-ups.
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