
Master the complete process of working with brokers, from setting up with brokerages and insurance to building trust, managing cash flow, and securing timely payments.
Review the broker carrier agreement before signing, and assemble essential documents: insurance certificates for cargo and liability, W-9, workers’ comp, FMCSA authority, hazmat if applicable, and put policies in writing.
After setup, secure your first load by building broker trust. Brokers weigh past performance, so adopt phone rapport or a lower rate to prove reliability in a loose market.
Organize your broker network with an Evernote-based system that syncs across devices, tracking company names, phone numbers, extensions, and shipping lanes, plus broker histories and payment records to monitor professionalism.
Brokerages track performance with a rating system and records like MC number, DOT number, lateness, missed pickups, and claims to gauge risk and set load pay.
Discover how brokers use accounts payable as collateral, delaying payments and affecting cash flow on high-value loads. Learn cost-saving tips like fuel card rewards and seven-day payment terms.
Prepare for broker negotiations, recognizing trainees may handle deals; use calculators to set your rate, stand firm with respect, and expect stalling tactics and 300–500 dollar gaps.
Secure written rate confirmation, review terms for accuracy, and track detention policies, loading charges, seal numbers, and delivery paperwork to ensure timely payment.
Call the broker to update your status on road breaks to appear reliable, use 24-hour tracking, and regularly check reefer temp, seals, and tarp or strap integrity to protect load.
Track arrival and delivery by recording check-in/out times, photographing the load, and emailing proof to the broker; save all paperwork and the BOL in Evernote to ensure rapid payment.
The Ultimate Guide to Working with Brokers is the comprehensive and definitive GPS guidance system for Owner-operator and Small Fleet Carriers! As an Owner-Operator and Small Fleet Carrier, getting set up to do business with a brokerage company can be confusing, bothersome and downright challenging. The Ultimate Guide to Working with Brokers course breaks through the red tape, pitfalls and snares to get you the valuable information and guidance that a successful Owner-Operator and Small Fleet Carrier needs.
The main goal of this course is to help you to save time, decrease risk, maximize profits and increase cash-flow when working with brokers. Knowledge is power. This course will walk you through everything that you’ll need to get set up with a brokerage company to do business, step by step. This course will also show you ways to build trust and rapport with brokers, to maintain a stellar reputation in the business and little known tips to keep you organized and your business running smoothly and efficiently.
Did you know that there is a direct connection relationship between your accounts payable system and your ability to get loads?
Did you know that there is a technique that you can use to increase the likelihood of working with brokers that pay well and on time?
Did you know that many of the larger brokerages track your performance and have a rating system?
Would you like to know some of the factors that the larger brokerages use in their formula, to come up with their rating?
If you answered “Yes” to any of those questions, this is THE course for YOU!
The Ultimate Guide to Working with Brokers will guide you through the financial aspects of the business and will reveal guidance, tips and techniques designed to save you money, provide insight on insider industry knowledge and to gain a competitive advantage within the industry.