Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for freight brokers

Carrier Vetting and Onboarding Agent

Approve only carriers with active authority, adequate insurance and verified identity

ComplianceRisk managementSalesOperations
See how it worksGet access
Carrier Vetting and Onboarding Agent: what goes in, what the agent does and what you get

What it does

Brokers need new carriers quickly, but a bad carrier can steal a load or run without insurance. This agent takes a carrier's MC or DOT number and looks up operating authority status, authority age, safety rating and registered contacts. It reads the insurance certificate, W-9 and broker-carrier agreement and compares limits, names and contacts against the rules. Cargo insurance must meet the shipper's minimum, and the broker must be certificate holder. When a document is missing or a value does not match, it requests a fix and checks again. A phone or email that differs from the registered record triggers a call-back to the registered number. Authority under 90 days goes to manager review. The broker approves every carrier before loads are tendered. Edge case: mismatched contact details mean the carrier is held until the call-back confirms it.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN New carrier proposed 2 USES A TOOL Look up authority, safety rating and registeredcontacts 3 USES A TOOL Read the insurance certificate, W-9 and agreement 4 DOES Compare limits, names and contacts against the rules 5 CHECKS THE RESULT Do all documents match and meet the minimums? If not: request the missing or corrected document fromthe carrier and wait. Back to step 3. 6 CHECKS THE RESULT Do contact details match the registered record? If not: hold the carrier and call back the registerednumber. Back to step 4. 7 DOES Send carriers with authority under 90 days tomanager review 8 YOU APPROVE Broker approves the carrier 9 RESULT Carrier profile active in the TMS
Read the steps as a list
  1. New carrier proposed
  2. Look up authority, safety rating and registered contacts
  3. Read the insurance certificate, W-9 and agreement
  4. Compare limits, names and contacts against the rules
  5. Do all documents match and meet the minimums?If not: request the missing or corrected document from the carrier and wait. Back to step 3.
  6. Do contact details match the registered record?If not: hold the carrier and call back the registered number. Back to step 4.
  7. Send carriers with authority under 90 days to manager review
  8. Broker approves the carrierThe agent waits here for your OK.
  9. Carrier profile active in the TMS

How it decides

A carrier passes when authority is active, insurance meets the minimum limits with the broker as certificate holder, and contact details match the registered record.

  • Hold carriers with authority under 90 days for manager review
  • Contact mismatch triggers a call-back to the registered number
  • Cargo insurance must meet the shipper's required minimum

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Minimum insurance limits
  • Minimum authority age (default 90 days)
  • Required documents list
  • Who can approve overrides

What keeps you in control

It always asks you first

  • Activating a new carrier
  • Overriding any failed check

Hard limits

  • Never tenders loads to unapproved carriers
  • Never accepts documents sent from unverified contacts

It stops when

  • Done: carrier approved or rejected
  • Stop: authority inactive

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA carrier applied on May 6 with $1 million liability and $100,000 cargo cover. The certificate named a different company, and the email domain did not match the registered contact, so the check failed. The agent requested a corrected certificate and flagged a call-back. The new certificate matched, and the registered phone number confirmed the application. The broker approved the carrier.

More agents for freight brokers

Compliance · Administration

ISF Filing Deadline Agent

File complete ISFs on time for every ocean shipment.

11 steps2 checks2 jobs
Compliance · Administration

Post-Summary Correction Agent

Find post-entry errors early and file accurate corrections within the allowed window.

11 steps2 checks2 jobs
Compliance · Risk management

Origin Documentation Check Agent

Enter goods with an origin claim that the documents support.

11 steps1 check2 jobs
Compliance · Risk management

Restricted Party Screening Agent

Screen every party on every shipment and hold anything that cannot be cleared.

11 steps2 checks2 jobs