CARRIER ONBOARDING AND MANAGEMENT PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Carrier Profile: Retrieve existing carrier details from the Carrier Data Model to check for duplicate registration.
[ ] Create Pending Carrier Record: Initialize a new entry in the Carrier Data Model once the onboarding application is submitted.
[ ] Document Verification Task: Assign a task to the Compliance Team to verify insurance, licenses, and tax documentation.
[ ] Credit Check Task: Assign a task to the Finance Team to perform a credit risk assessment of the carrier.
[ ] Risk Score Calculation: Calculate a total risk score based on variables like years in business, claims history, and credit rating.
[ ] Update Compliance Status: Update the 'Compliance Status' field in the Carrier Data Model to 'Verified' after document review.
[ ] Total Fleet Capacity Summary: Aggregate the total number of available vehicles from the Carrier's fleet entries to assess scale.
[ ] Notify Carrier of Approval: Send an automated welcome email to the carrier contact once all verification tasks are complete.
[ ] Urgent Document Request SMS: Send an SMS alert to the carrier driver/owner if an essential document has expired.
[ ] Create Internal Service Level Agreement (SLA): Generate a new entry in the Contracts Data Model for the finalized agreement.
[ ] Activate Carrier in System: Update the 'Active' flag in the Carrier Data Model to allow the carrier to receive loads.
[ ] Monthly Onboarding Summary Report: Generate a report summarizing the number of new carriers onboarded and their average onboarding time.
[ ] Remove Rejected Applications: Delete temporary/draft entries for carriers that failed the initial compliance screening.

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