Carrier compliance is the operational process of making sure every carrier you work with has current insurance documents, accurate contact information, reviewed certificate dates, and a clear record of follow-up activity — before your team relies on that carrier for freight movement.
For most small and mid-size freight brokerages, compliance is a small set of recurring jobs that quietly determine whether a load can be booked safely.
Monitor certificate of insurance expiration dates, identify carriers approaching renewal, and prevent expired COIs from being missed in spreadsheets, shared folders, or email threads.
Automated 45, 30, 14, and 7-day reminder cadences so your operations team does not depend on calendar reminders or manual follow-ups to collect renewed certificates.
Every upload, reminder, status change, import, review decision, and user action is logged. Searchable when a manager, customer, or internal team member asks what happened.
Extracted expiry dates from uploaded certificates are suggestions, not facts. A broker user confirms each one before the carrier's status changes — nothing happens silently.
Carriers upload renewed certificates from a secure tokenized link — no account, no password, no friction. Each link is single-purpose and time-limited.
Role-based access (owner, admin, editor, viewer) and a workspace-level audit history make follow-up visible across your team, instead of buried in one person's inbox.
Compliance is not a one-time setup — it is a recurring cycle that repeats every time a carrier's insurance approaches expiration.
Import carriers from a spreadsheet or add them manually. Record MC numbers, insurance contact email, and current certificate expiry.
The dashboard surfaces active, at-risk, expired, and pending carriers — color-coded so you can see what needs attention without sorting a spreadsheet.
Automated renewal reminders go out with secure upload links. Carriers send fresh COIs without logging in.
A broker confirms the extracted expiry date, the carrier's status updates, and the action is recorded in the audit trail.
Brokers stay responsible for their own due diligence. CarrierShield is operational software — not legal verification.
CarrierShield does not check FMCSA authority, safety ratings, or operating status. Use a dedicated authority-verification service for that.
CarrierShield helps you track documents and collect renewals. It does not detect identity fraud, double-brokering, or carrier impersonation.
W-9s, contracts, banking, and broker-carrier agreements are intentionally out of scope. CarrierShield focuses on insurance certificates and renewals.
Import carriers, automate renewal reminders, collect certificates, and keep your team accountable — from one workspace.