Carrier packet
A carrier packet is the set of documents a broker requires before tendering freight, typically including authority, insurance certificates, a W-9 and a signed broker–carrier agreement.
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Completing a packet is the onboarding step with each new broker. Once on file it is reused, though insurance certificates must be kept current.
Where payment should be directed — the carrier or a factoring company — is established here, which is why changing factors requires notifying every broker.