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AI agent for freight brokers

Spot Quote Rate Agent

Send accurate spot quotes fast with the target margin

DecisionsAutomationSalesOperations
See how it worksGet access
Spot Quote Rate Agent: what goes in, what the agent does and what you get

What it does

Shippers ask for spot quotes all day and expect answers in minutes, but a rushed quote can lose the load or lose money. This agent takes the lane, equipment, dates and special needs, then pulls recent buy rates the brokerage paid on the lane, current market data and fuel prices. It weights internal buys from the last 30 days highest and estimates the likely carrier cost range. Lanes with fewer than three recent data points get a wider range and a note to call two carriers first. It adds the customer's margin and checks the quote against past quotes and wins for that customer and lane. If it is more than 15% off, it rechecks inputs such as lane matching and data dates and rebuilds. The broker approves every quote before it is sent. Edge case: thin-data lanes get a wider range and a carrier call note.

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 Quote request received 2 DOES Read lane, equipment, dates and special needs 3 USES A TOOL Pull recent buy rates, market data and fuel pricesfor the lane 4 DOES Estimate carrier cost range 5 CHECKS THE RESULT Does the lane have at least three recent datapoints? If not: widen the range and note that two carriersshould be called first. Back to step 3. 6 DOES Add customer margin to build the quote 7 CHECKS THE RESULT Is the quote within the normal range of past quotesfor this customer and lane? If not: recheck lane matching and data dates, thenrebuild the estimate. Back to step 3. 8 YOU APPROVE Broker approves the quote 9 RESULT Quote sent and logged
Read the steps as a list
  1. Quote request received
  2. Read lane, equipment, dates and special needs
  3. Pull recent buy rates, market data and fuel prices for the lane
  4. Estimate carrier cost range
  5. Does the lane have at least three recent data points?If not: widen the range and note that two carriers should be called first. Back to step 3.
  6. Add customer margin to build the quote
  7. Is the quote within the normal range of past quotes for this customer and lane?If not: recheck lane matching and data dates, then rebuild the estimate. Back to step 3.
  8. Broker approves the quoteThe agent waits here for your OK.
  9. Quote sent and logged

How it decides

Cost estimate comes from recent internal buys weighted over market data, then the customer margin is added and checked against past wins.

  • Weight internal buys from the last 30 days highest
  • Lanes with under three data points get a wider range
  • Quotes above 15% off past wins need a note

Make it yours

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

  • Margin rules per customer
  • Data lookback window (default 30 days)
  • Out-of-range threshold (default 15%)
  • Quote format

What keeps you in control

It always asks you first

  • Sending the quote

Hard limits

  • Never quotes below cost
  • Never sends without approval

It stops when

  • Done: quote sent
  • Stop: lane or equipment unclear

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 reefer quote request from Fresno to Denver first came out at $4,900, 22% above past wins, so the range check failed. The agent rechecked inputs and found it had matched Fresno to a different market area. After correcting, recent internal buys put cost near $3,700, and with a 12% margin the quote was $4,150. The broker approved and sent it within 20 minutes.

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