One expired COI can cost you a customer — and your carrier's insurance. CarrierShield helps small freight brokers import carriers, track insurance expirations, send renewal reminders, collect renewed certificates, and keep a compliance 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.
90 days free. Then $10/month. Unlimited carriers. Public price will be $29.
Includes
CarrierShield is built for freight brokers that manage carrier insurance certificates manually today. Instead of searching spreadsheets, inboxes, and folders, your team gets one workspace for carrier records, renewal reminders, certificate uploads, broker review, and compliance status.
Spreadsheets can store dates, but they do not create a controlled compliance workflow. CarrierShield adds reminders, upload links, review queues, team visibility, and audit history around your carrier insurance data.
Manual updates, no automatic reminders, limited accountability, hard-to-find attachments, weak audit history, and high risk of missed renewal follow-ups.
Often powerful but expensive, implementation-heavy, and broader than what small freight brokerages need when the immediate problem is insurance certificate tracking.
Focused carrier compliance software for brokers: import spreadsheets, track COI expirations, automate reminders, collect certificates, review dates, and maintain an audit trail.
Start with what we remove from your day. Scope and boundaries are below.
We're focused. Here's what we intentionally leave to other tools — and how we fit alongside them.
Practical, no-fluff guides on tracking carrier insurance, catching expired certificates, and running renewal reminders that actually work.
A step-by-step system for capturing COIs, monitoring expirations, collecting renewals, and reviewing dates — without living in a spreadsheet.
Read article → RiskWhat actually goes wrong when a certificate lapses, the gaps that let it happen, and a workflow to flag expirations before you assign a load.
Read article → OperationsA migration plan that keeps your data, fixes the gaps spreadsheets leave, and gets your team onto a real renewal workflow in a week.
Read article →Import carriers, automate renewal reminders, collect certificates, and keep your team accountable — from one workspace.