CarrierShield helps small freight brokers import carriers, track insurance expirations, send renewal reminders, collect renewed certificates, and keep an audit trail — without enterprise compliance software.
Most small brokerages track carrier insurance in Excel, Gmail, calendar reminders, or shared folders. That works until a certificate expires, a teammate misses a follow-up, or a renewal gets buried in an email thread.
| A | B | C | D |
|---|---|---|---|
| Carrier | MC # | Expiry | Followup |
| Apex Logistics | 118432 | 3/12/26 | ? |
| Skyway Freight | 118431 | 3/02/26 | ? |
| Magnolia Trucking | 441208 | 3/24/26 | Linda? |
| BlueRock Transport | 339201 | 4/02/26 | — |
| Cascade Hauling | 501882 | 12/01/26 | — |
| Northwind Express | 220114 | 4/14/26 | Sara |
| Iron Hill Carriers | 220004 | 9/02/26 | — |
Six purpose-built tools — not an enterprise compliance suite. Each one does one job well.
Four steps. Most brokers are operating on real data within 48 hours.
Upload CSV/XLSX, add carriers manually, or let our concierge team clean up your spreadsheet for you.
Know which carriers are active, at risk, expired, or waiting for document review — at a glance.
Send 45, 30, 14, and 7-day reminders with editable templates and secure upload links.
Carriers upload without logging in. Your team confirms extracted dates before status changes.
Nine essential capabilities — and no enterprise procurement workflow you'll never use.
Import CSV or XLSX files, map columns, preview rows, and catch duplicates before they hit your database.
Know which carriers are active, at risk, expired, or waiting for document review — color-coded by status.
Send 45, 30, 14, and 7-day renewal reminders automatically — with templates you can edit.
Carriers upload renewed certificates from a secure tokenized link — no account, no password, no friction.
Confirm extracted expiry dates before carrier status changes. Nothing happens silently.
Certificate history, reminder cadence, contact data, notes, and activity — one place per carrier.
Invite owners, admins, operations users, and viewers — without sharing logins or worrying about who saw what.
Set your brokerage name, email identity, time zone, and branding — applied across reminders and uploads.
Export a complete history of uploads, reminders, status changes, imports, and user actions when an auditor asks.
Send us your spreadsheet—even a messy one. Our team will clean, format, and import your carrier data so you can skip the setup and start booking immediately.
Every reminder includes a secure tokenized upload link. The carrier opens it, uploads a PDF, PNG, or JPG certificate, and gets instant confirmation. Then it lands in your review queue.
Upload your renewed certificate below — no login or account needed. Takes about 30 seconds.
Track uploads, reminders, status changes, expiry edits, imports, and user actions. Export the history when a customer, manager, or teammate asks what happened — and when.
Set your organization name, logo, time zone, sender name, and reply-to email. CarrierShield uses your workspace identity across the dashboard, reminder emails, carrier upload portal, billing, and audit history.
Every plan includes concierge onboarding, reminder automation, the audit trail, and the carrier upload portal. No long-term contracts.
For solo owners and brand-new brokerages getting off spreadsheets.
For brokerages running real volume with a small operations team.
For multi-office brokerages and ops teams that need headroom.
Honest scope. If we don't do something, we'll tell you up front.
Import carriers, automate renewal reminders, collect certificates, and keep your team accountable — from one workspace.