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Carrier Onboarding Packet Generator

Fill in the carrier's details to generate a printable carrier setup checklist and packet cover sheet. Use this when onboarding a new carrier to your dispatch operation.


Carrier Information

Carrier / Company Details
Primary Contact
Insurance Information
Payment & Factoring
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What Goes in a Carrier Packet?

Every broker and shipper requires carriers to submit a carrier packet before they can be assigned a load. The standard packet typically includes six core documents: a W-9 for tax purposes, a Certificate of Insurance (COI) naming the broker as additional insured, proof of operating authority from FMCSA (MC number active on SAFER.fmcsa.dot.gov), a signed carrier agreement, a voided check or ACH direct deposit form, and the MC/DOT active status confirmation.

As a dispatcher, you help carriers get these documents together and submitted to brokers quickly. Use this generator to create a checklist and cover sheet, then walk the carrier through each item. A well-organized packet means faster approval and a first load booked sooner.

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