Highway Broker User Training - Part 3 of 3 Carrier Onboarding

Carrier Onboarding Process Overview

Introduction to Carrier Onboarding

• The video discusses the carrier onboarding process, emphasizing the importance of evaluating carriers before inviting them to complete an onboarding packet.

• It is crucial to ensure that the carrier does not already have a gold check from previous onboarding.

Inviting Carriers for Onboarding

• The "Connect" button on the platform allows users to invite carriers directly; options include selecting listed contacts or entering an email address based on the number of power units.

• Optional classifications can be selected during invitation, such as Hazmat classification, which may require special documents.

Carrier's Perspective During Onboarding

• Once invited, carriers receive an email with a link to start their onboarding process through the platform.

• If carriers face issues during onboarding, they can contact the service team for support; however, certain limitations exist regarding rule overrides.

Initial Steps in Carrier Verification

• Upon clicking the link, users must provide their MC or DOT number and mobile number for verification purposes.

• Users identify themselves as either a carrier, broker, freight forwarder, or dispatch service to clarify their relationship with the carrier.

Authorized Representative Approval Process

• To access the onboarding packet, users must be approved as authorized representatives by verifying their identity through a code sent to registered contacts.

• This step ensures that only legitimate representatives can complete the onboarding process for each carrier.

Completing the Onboarding Packet

• Verified users input essential details like dispatch billing and claims contact information while completing their packets.

• Carriers designate preferred lanes during this process; accuracy in these selections is vital for lane searches within Highway’s system.

Insurance Verification Process

• If insurance documentation is not available during onboarding, agents are contacted automatically to verify policies before processing certificates.

Onboarding Process for Carriers

Overview of the Onboarding Steps

• The onboarding process begins with carriers entering their payment preferences, focusing on individual carrier information such as identity, operations, lanes, certifications, and insurance.

• For new carriers (indicated by a gray badge), completing the onboarding packet takes approximately 3 to 4 minutes. This step is crucial as it customizes the packet for each brokerage.

• Returning carriers (with a gold badge) start directly at the payment step, which can take about 45 seconds to one minute to complete based on any custom questions.

Finalizing Onboarding

• After entering payment details, carriers designate their W9 information and review the broker-carrier agreement before electronically signing it.

• Upon completion of the onboarding packet, Highway assesses each carrier's most up-to-date rules assessment value to determine how information is sent through various TMS integrations.

Handling Assessment Outcomes

• Carriers passing assessments are redirected appropriately; those failing receive a notification explaining why their connection is on hold.

• If a carrier does not finish their packet promptly, Highway reassesses them upon completion to ensure current data is used in evaluations.

Data Flow and Carrier Management

• A diagram illustrates data flow for new carriers sourced from Highway who complete onboarding packets and are assessed accordingly.

• Failing carriers are placed in a holding tank until they either pass requirements or receive an override from authorized personnel within the organization.

Tracking Carrier Status

• The "My Carriers" section allows tracking of completed onboarding packets while "In Progress" shows where each carrier stands in the process.

• The holding tank contains failing or incomplete assessments; dismissed connections remain tracked without releasing packets.

Understanding Carrier Management in Highway

Overview of Carrier Filters

• The "my carriers" filter allows users to narrow down their search results to a specific list of existing carriers within their network prior to joining Highway.

Advanced Functions for Compliance Users

• Discussion on advanced functions tailored for compliance-based users, specifically those with permissions for rule overrides.

• Users with override permissions can change the status of failing carriers from fail to pass or partial pass by overriding failing rules.

Performing Rule Overrides

• Only one classification needs a rule override since a carrier can achieve a partial pass status based on organizational workflows.

• When performing an override, users have two options: set it indefinitely or use an expiration date; the latter is recommended to ensure reevaluation when new information arises.

Impact and Documentation of Overrides

• Utilizing an expiration date ensures that once the override expires, the carrier returns to its true status based on current evaluations.

• Users can provide notes and documentation during overrides; this helps track changes and provides context for future reviews.

Visibility and Tracking Overrides

• A blue partial pass status indicates that a rule has been overridden. Details about who performed the override, when it was done, and any notes are visible in the classifications tab.

• Rule overrides are tracked at both the carrier level and individual rule level, allowing organizations visibility into all changes made.

Do Not Use Toggle Functionality

• Users can mark carriers as "do not use," which signifies a business decision rather than just a rules assessment. Notes should include dates for clarity.

User Management in Highway

• The platform allows management of user permissions; those with manage users functionality can invite new users and assign advanced permissions as needed.

Conclusion & Resources