ForzaOKB

Step 2.5 — Carrier Profile Review and Activation

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Step 2.5 — Carrier Profile Review and Activation

Previous step: Step 2.4 + Step 2.4a (if applicable) Next step: Step 2.6 — Carrier Entry in HaulPay

Note

This is Concetta’s explicit sign-off that a carrier is ready. The status change to “Active” is the final gate of Phase 2 — only Active carriers can be dispatched.

🎯 Ideal State

Trigger: Accounting details verified (Step 2.4) and factoring company properly linked (Step 2.4a if needed).

Concetta reviews the complete carrier profile in EZ-Loader against this checklist:

ItemVerified?
Insurance information present and current (cargo + liability meeting Forza minimums, not expired)☐
Carrier agreement signed and uploaded (via Highway)☐
Accounting contact name, email, phone present☐
Payment method declared (self-invoicing or factoring)☐
W-9 on file☐
MC# authority document on file☐
Highway risk assessment acceptable (or Conditional with James approval documented)☐
Carrier 411 Freight Guard report reviewed, concerns documented if any☐
If factoring: factoring company linked in payee section (Step 2.4a)☐
If factoring: NOA uploaded☐
If self-invoicing: bank info / voided check on file☐
If self-invoicing: payee name and address correct☐

All items pass → Concetta changes carrier status in EZ-Loader from “Onboarding Signed” to “Active.”

Any item fails → Carrier stays in onboarding status. Concetta follows up with the carrier directly with a specific missing-item list: “We need your NOA from [factoring company] before we can dispatch you. Please send to [accounting email].”

Holding state escalation: If a carrier remains incomplete for more than 7 days, Concetta escalates to James (Ops Manager). James decides whether to continue pursuing the carrier or abandon the onboarding.

Owner: Concetta (review, activation, follow-up). James (7-day escalation decisions).

🤖 SYSTEM AUTOMATION:

Highway + insurance monitoring integrations keep insurance and authority verification continuously updated. The document review and activation decision are human — this is Concetta’s explicit sign-off.

🛑 HARD GATE:

Carriers in “Onboarding Sent” or “Onboarding Signed” status cannot be assigned to loads. EZ-Loader enforces this automatically. The status change to “Active” is the final gate of Phase 2. There are no exceptions.

📍 Current State

  • Profile review and activation happens but without a documented checklist — Concetta relies on memory and experience.
  • The 7-day holding state threshold does not exist; incomplete carrier onboardings can sit indefinitely without escalation.
  • No formal James (Ops Manager) escalation path for stalled onboardings.
  • EZ-Loader’s automated gate for carrier status (blocking load assignment for non-Active carriers) is working — this is an effective control.

🚧 Gap

  1. No documented activation completeness checklist.
  2. No holding state policy with defined escalation threshold.
  3. No documented follow-up template for missing paperwork requests.
  4. No tracked metric for time-from-Highway-completion to EZ-Loader activation.

🛠️ Gap Closure Actions

  • Build the carrier activation completeness checklist as an Concetta-facing form Owner: Casey + Concetta | Effort: Low
  • Establish the 7-day holding state policy with James (Ops Manager) escalation Owner: Casey + Concetta + James | Effort: Low
  • Document the missing paperwork follow-up template Owner: Casey + Concetta | Effort: Low
  • Establish the “time-from-Highway-completion-to-activation” metric and begin tracking Owner: Casey + Concetta | Effort: Low

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