Carrier Onboarding and Management Process

Начало на работния поток/процеса.

Retrieve existing carrier details from the Carrier Data Model to check for duplicate registration.

Initialize a new entry in the Carrier Data Model once the onboarding application is submitted.

Assign a task to the Compliance Team to verify insurance, licenses, and tax documentation.

Assign a task to the Finance Team to perform a credit risk assessment of the carrier.

Calculate a total risk score based on variables like years in business, claims history, and credit rating.

Update the 'Compliance Status' field in the Carrier Data Model to 'Verified' after document review.

Aggregate the total number of available vehicles from the Carrier's fleet entries to assess scale.

Send an automated welcome email to the carrier contact once all verification tasks are complete.

Send an SMS alert to the carrier driver/owner if an essential document has expired.

Generate a new entry in the Contracts Data Model for the finalized agreement.

Update the 'Active' flag in the Carrier Data Model to allow the carrier to receive loads.

Generate a report summarizing the number of new carriers onboarded and their average onboarding time.

Delete temporary/draft entries for carriers that failed the initial compliance screening.

Край на работния поток/процеса.