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.
Most small brokerages already have COI data — it just lives in too many places to be reliable.
Active, at-risk, expired, and pending review carriers are color-coded. The dashboard surfaces the carriers that need attention this week, this month, and this quarter.
Send 45, 30, 14, and 7-day renewal emails automatically. Templates are editable per workspace, and reminders are scoped to your sender identity.
Each carrier reminder includes a single-purpose, time-limited upload link. Carriers send a PDF or photo of the COI without creating an account.
Expiry dates are extracted from uploads and presented as suggestions ranked by confidence. A broker confirms before the date becomes authoritative.
Upload CSV or XLSX, map your columns, preview rows, and catch duplicates before anything lands in your account. Concierge import is available if your sheet is messy.
Every upload, reminder, status change, and broker decision is logged with timestamp, actor, and previous/new value — exportable as CSV.
Import your carriers, schedule renewal reminders, and collect certificates from one workspace.