Carrier Risk Provider Selection in Load Manager

Before You Use This Article

• Access needed: Outside-carrier management in Load Manager. This is for companies that broker freight or dispatch for carrier customers.
• Use this article when: you are a freight broker or dispatch service working with outside carriers, carrier packets, safety checks, or carrier contacts. Full company paths: Freight Brokers or Dispatch Services.
• Use a different article when: you run a trucking-only company and need company driver, equipment, or dispatch-report workflows; use Dispatch Report Overview for Carriers and Trucking Companies.

Load Manager can show carrier safety, compliance, and risk information from different carrier monitoring sources. Use this article to understand the available provider options and where provider selection affects the carrier profile.

Before you start: Applies to freight broker and dispatch service accounts that manage outside carriers.

What the Provider Controls

The carrier risk provider controls which outside data source is used for carrier monitoring and risk indicators in Load Manager. Depending on your setup, this information may appear on the carrier profile, carrier list, onboarding workflow, or carrier review process.

Supported Provider Types

Select or Review the Provider

Screen cue: review provider-related configuration with an administrator before changing a setting that can affect carrier risk indicators.

1. Go to Settings >> Configuration Options.
2. Find the carrier risk or carrier monitoring provider setting.
3. Select the provider your company uses.
4. Enter any required credentials or integration settings for that provider.
5. Click Save.

If you are not sure which provider your company uses, check with your administrator before changing this setting. Changing the provider can affect which risk indicators appear for carriers.

Review Risk Information on a Carrier

Screen cue: review the carrier profile together with provider data, internal tags, documents, notes, and your company's carrier approval policy.

1. Go to Carriers.
2. Open the carrier profile.
3. Review the DOT, MC, insurance, authority, risk, and provider information available for that carrier.
4. Review any carrier tags, notes, onboarding status, expired documents, or internal approval requirements.
5. Follow your company's carrier approval policy before assigning the carrier to a load.

Highway Carrier Connections

If your company uses Highway, the carrier profile may include Highway-related identity or risk details. Review the carrier's DOT/MC information carefully before connecting or updating carrier data from a third-party provider.

Use Carrier Tags With Risk Review

Carrier tags can help your team organize carriers after review. For example, your company may use tags such as Preferred, Do Not Use, Needs Review, or equipment-specific tags. Tags should support your review workflow, but they should not replace your company's carrier approval policy.

Best Practices

• Review carrier risk information together with insurance, authority, onboarding status, documents, internal notes, and past load history.
• Keep provider credentials current so risk data can update correctly.
• Do not rely on one score or indicator by itself when making carrier decisions.
• Document your company's approval process so dispatchers know when a carrier can be used.

Related Articles

• Carrier Lookout Explained
• Carrier Safety and Compliance: Carrier Lookout and BASIC Scores
• Set Up and Use Onboard Carrier in Load Manager
• Add Equipment Type for Carriers and Loads