Go to Operations → Data Management → Carriers.
The Carrier Administrator has the ability to add new Carriers to the application. Begin by clicking the at the top of the carriers page.
The application has three options for onboarding a new Carrier: Express, Standard, and Prospect.
NOTE: If the broker has a subscription to RMIS or MyCarrierPackets, the option to add carriers will be disabled. Prospect carriers can be added. Carriers must be added via the approved qualification service.
Express Carrier Wizard
The Express Carrier Wizard will open to guide you through the process. Complete all fields that are marked with the icon.
If a Carrier Qualification Provider (other than RMIS or MyCarrierPackets) has been set up in Broker Configurations, entry of a DOT or MC Number in the Express Onboarding process will trigger the qualification process.
The top portion of the entry form is focused on adding carrier contacts. All of the contact types are optional.
- Users - Users will be invited to join the EKA platform and will have visibility to all loads that they are assigned to view; users can be selected as recipients for the Rate Confirmation and Load Offer documents
- Operational Contacts - Contacts that can be viewed all throughout the application; operational contacts can be selected as recipients for the Rate Confirmation and Load Offer documents
- Verified Contacts - Contact that can be easily converted to a User; verified contacts can be viewed all throughout the application
The lower portion of the form captures the carrier’s address, remittance and identification information.
The Express Onboarded carrier will not have any fleet or payment details. This information can be added by the Broker Administrator. Click here to view instructions on how to edit a carrier.
If the carrier already exists in the application, you will see a message similar to the one below:
Click Continue to use the existing carrier.
The application is matching first on DOT and MC Numbers and will then look for an exact address match to determine if a carrier already exists.
You will still be able to add your own contacts to the carrier and broker-specific details such as payment terms will remain unique to your brokerage.