Use case

Rate con follow-up that completes every carrier file

An unsigned rate con is unpriced risk. Missing insurance certs and W-9s are compliance gaps that surface at the worst possible time — after something goes wrong.

Haulia closes the loop automatically: the moment you tender a load, agents send the rate con, chase the signature, collect the COI and W-9, and keep following up until the carrier file is complete.

How it works

  1. 1

    Rate con sent at tender

    The rate confirmation goes out the moment the load is booked, on your paper, with your terms.

  2. 2

    Signature chased automatically

    Polite, persistent follow-ups across email and SMS until the signed rate con is returned — escalating to your team if the carrier goes dark.

  3. 3

    COI and W-9 collected and verified

    Insurance certificates and tax documents are requested, checked for validity and expiration, and filed to the carrier record.

  4. 4

    Compliance monitored continuously

    Expiring insurance and authority changes are flagged before they become a problem on a live load.

Rate con follow-up — FAQ

Why does rate confirmation follow-up matter?

Moving a load on an unsigned rate con leaves your rate, terms, and liability undefined. Automated follow-up means every load has a signed agreement and a complete carrier file before pickup, which protects margin and reduces claims exposure.

Can Haulia verify carrier insurance?

Yes. Agents collect the certificate of insurance, check coverage and expiration dates, and flag gaps — and keep monitoring so an expiring COI on an active carrier never goes unnoticed.

Does this help with freight fraud prevention?

A complete, verified carrier file — signed rate con, valid COI, W-9, and authority check — is the first line of defense against double-brokering and identity fraud. Haulia makes that file completeness automatic instead of best-effort.

Ready to run your freight desk with a fraction of the headcount?

Book a 20-minute demo on your actual lanes, or take the self-guided interactive demo. No credit card, no commitment.

Prefer email? sales@haulia.ai