Carrier onboarding calls

Onboard carrierswhile they are still interested.

The packet goes out and half of them never come back. The agent calls the carrier while the load is still live, walks them through what is missing, and hands your team a file that is ready to approve.

Chases the packet Captures the details Escalates real problems
Live call
Answered in 1 ring ยท 0:00
Live
Hi, following up on your carrier packet for the Laredo lane. We have everything except the certificate of insurance.
My agent was supposed to send that over Friday.
No problem. If you give me their email I will request it directly and copy you.
It is quotes at rangerinsurance dot com.
Onboarding advanced
CarrierMC 774301MissingCOI onlyActionAgent emailed โœ“StatusPending insurance

What it collects and chases

MC and DOT numbersW-9Certificate of insuranceSigned carrier agreementNotice of assignmentEquipment typesPreferred lanesDispatch contact
24/7
Chases packets outside business hours too
Live
Updates the carrier record as it goes
0
Packets that sit untouched for a week
EN / ES
English and Spanish, natively

Carrier packets go out warm. They come back cold, if at all.

A carrier calls about a load, gets excited, gets the packet, and then real life happens. Their insurance agent is slow, the W-9 is on a different computer, and by the time anyone follows up the load is covered and the relationship is dead. Nobody enjoys chasing paperwork, so it gets done last. Automating the chase means the packet gets followed up the same day rather than whenever your team surfaces.

What it handles

The follow-up nobody has time for

Calls the carrier back

Same day, not next week, while the load and the conversation are still fresh in their mind.

Tells them exactly what is missing

Not a generic reminder. It names the specific document that is holding things up and where to send it.

Routes requests to the right party

If the certificate has to come from their insurance agent, it captures that contact and gets the request moving.

Captures capacity while it is on the phone

Equipment types, preferred lanes, home base, and dispatch contact, so your board gains a real capacity record either way.

Feeds your vetting process

It gathers, it does not approve. Authority, insurance, and fraud checks stay with your process and your tools.

Escalates the ones worth a human

A carrier with a truck under load right now goes to your rep immediately rather than waiting on paperwork.

Into the carrier record

The file updates as the call happens

The agent reads the carrier record before it dials so it knows precisely what is outstanding, then writes back what it learned. On platforms with document endpoints, like the Alvys carrier document APIs, that includes flagging what has landed and what is still open. Everywhere else it posts a structured note and notifies whoever owns onboarding.

  • Reads the carrier record and the outstanding document list before calling
  • Updates status, contacts, and notes on the carrier as the call progresses
  • Triggers the document request by text or email during the call
  • Feeds your existing vetting and fraud tools rather than replacing them
  • Keeps a transcript on file for every onboarding conversation

What we define with you

Your required document list and the order you chase them in
How many attempts, and over how many days, before it stops
Which carriers skip straight to a human
What it may say about a load while onboarding is pending
Who gets notified when a packet completes

Have specific vetting requirements?

How it works

From packet sent to packet complete

01

Map your packet

We encode the exact documents you require and what counts as complete.

02

Set the chase rules

Timing, attempts, and channel. Persistent enough to work, not so persistent that carriers block your number.

03

Run it on new signups

Start with carriers who called this week, which is where the conversion is highest.

04

Backfill the dead pile

Then point it at the packets that went out and never came back. That list is usually longer than anyone wants to admit.

Questions about onboarding calls

No, and it should not. It gathers documents and details and updates the record. Authority verification, insurance validation, and fraud screening stay in your process with your tools and your people. Carrier fraud is a real and growing problem in this industry and it is not a place to hand judgment to an automated caller.

Not if the rules are sensible. It calls at reasonable hours, names the one thing that is missing, offers to handle the request for them, and stops after the number of attempts you set. That is a better experience than an email reminder they never open.

Yes, and it is often the fastest payback in the whole deployment. Most brokerages have hundreds of packets that went out and never came back, and a portion of those carriers are still working and still interested.

Escalates immediately. Available capacity is worth interrupting a rep for. The paperwork chase continues in parallel rather than blocking the conversation.

It can capture the insurance agent's contact and trigger the request by email or text. Whether that request comes from you or from the agent is a workflow choice we set up together.

It sits in front of it. Your onboarding platform holds the documents and the compliance checks. The agent is the thing making the human phone call that gets those documents actually submitted.

Work the packets that went cold

Book 15 minutes. Tell us how many carrier packets went out last quarter and never came back, and we will show you what the follow-up call sounds like.

Part of our voice AI for freight work, alongside AI voice agents for every other kind of business.