Freight Broker911, LLC

Training Book
Freight Broker Overview……………………………………………………………....1-3

Freight Broker / Rate Manager Operation System Overview………...4-15

Freight Broker Basics Overview of the Job…………………………………….16-19

Asset of Non Asset Based Freight Broker………………………………………19-21

The U.S. Freight Brokerage and Transportation Industry……………….21-31

Prospecting – Getting Customers…………………………………………………..31-35

Overcoming Challenges…………………………………………………………………35-36

Good Freight Brokers Traits-…………………………………………………………36-39

Getting Started with Transportation Management System (TMS)….39-52

Shipper/Carrier Process and Procedures………………………………………..52-66

Trucks and Trailers Types……………………………………………………………....66-69

Insurance Claims…………………………………………………………………………….69-73

Typical Day as a Freight Broker………………………………………………………73-74

First (1st) 90 Days Strategy Duties………………………………………….………74-75

Glossary…………………………………………………………………………………………76-88

Questions and Answers Section.….………………………………………………..88-139

Freight Broker Industry Statistics and Facts…………………………………..139-155

Industry Details
Become a part of the exciting trucking, freight logistics, and transportation industries as a licensed
freight broker or as a freight broker agent. From licensing to operations, to sales and marketing, you'll
learn the basics of how to run a domestic freight brokerage or agency in the United States.

Entrepreneur magazine has rated the freight brokerage business as one of the top home-based
businesses to own, and a recent Wall Street Journal article cited freight brokering and logistics as the
largest growing sector of the transportation industry. Written by freight brokerage specialists, the
Freight Broker/Agent Online Training Program will provide you with the knowledge and resources
needed to break into the $400 billion-plus shipping industry.

Freight broker professionals are in demand. No matter the state of the economy, goods will always need
to be shipped.

A motivated and disciplined freight broker or freight agent who has received the proper training can
build up his or her business into a six-figure earning potential. It's an ideal home business for a self-
starter who enjoys fast-paced work.
Freight Broker / Rate Manager Operation System Overview
In this training section you will learn:

LTL Operations Dashboard

The first step in tracking and tracing is utilizing the LTL Operations Dashboard.
The LTL Operations Dashboard will display all the commonly used statuses along with the number of
shipments in each status. This is a quick way to get a overall picture of where all your shipments are in
the shipment process.
For example you can quickly see how many shipments you have in route to destination.

If you need to actually view the shipments that are in route to destination, you can click on the link (In
Route to Destination). Once you click on the link, you will be taken to the Domestic Search page (link to
page) where you can update the statuses and view more details about the shipments.

The LTL Operations Dashboard is powerful tool and will help you identify issues very quickly and easily.

Shipment Domestic Search

The Shipment Domestic Search page allows you to perform many functions related to tracking & tracing.

When you first arrive to the Domestic Search page, you see a list of all your recent shipment, sorted by
the ship date. However you easily resort the list by clicking on the titles of each column
Near the right of the page, there is column labeled Status, this will display to you the current status of
each shipment. You can filter the statuses by using the status drop down menu.

There are many ways to search for shipments on this page such as by carrier, office, customer,
exceptions, shipment IDs, shipments types, statuses and active only shipments. If you need to search by
more detailed criteria, simply click on “show advanced”. This will give you even more search options like
origin & destination zip codes, pro numbers, date ranges and much more.
The Shipment Domestic Search page is not only a tool that allows you to search for shipments, but it
also allows you to update shipment statuses, e-mail documents and view and edit shipment details.
These functions can be preformed under the actions column.

To edit the shipment click on the pencil icon, to view the shipment details click on the circular icon with
“i” inside of it.

If you would like to send documents such as a BOL, Invoice, labels, alerts, etc, click on the envelope icon.
Once you click on the envelope icon the send documents window will appear.
You can easily view recent activity for a shipment by clicking on the icon with the bars. Once you click on
that it will give you the recent activity for the shipment.
From the actions menu you can also quickly update the status of the shipment. Click on the “road” icon
and the status update window will appear.
There is also a way to update the statuses of a group of shipments all at once. To the left of page you
will notice check boxes next to each shipment. Check off the boxes next to the shipments you would like
to update. Once you start checking the boxed, a drop down menu will appear and allow you to select
which status to update the shipments you have selected to.
Shipment Status List

Following is a complete list of the shipment statuses used within the TMS.

Domestic Shipment Status List

 Request for Quote

 Order Received
 Ready To Dispatch
 Order Sent to Carrier
 Dispatched for Pickup
 Rescheduled Pickup Second Attempt
 Rescheduled Pickup Third Attempt
 Order Sent to Carrier
 Rejected by Carrier
 On Hand Origin
 Shipment Delayed
 In Transit to Destination
 On Hand Destination
 Out for Delivery
 Delivery Refused by Consignee
 Delivery Appointment Requested
 Delivered
 Delivered Over, Short, Damaged
 Complete
  Order Cancelled

International Shipment Status List

 Request For Quote

 Order Received
 Dispatched For Pickup
 On Hand Origin
 On Hand Destination
 In Transit to Destination
 Customs Hold
 Customs Release
 Out for Delivery
 Delivered
 Order Cancelled

LTL/Truckload Shipment Lifecycle

Profitability Report
The profitability report can be used to show you how your business is doing today. You can analyze and
observe growth and declines over any time period that you select.

Report Types that are available are:

Profitability By Month
Profitability By Organization
Profitability By Tariff
Profitability By Vendor
Profitability By Sales Rep (New for 2016 R3)
Profitability Detail

Each report will deliver information based on the type of information selected. The Profitability Detail
Report is designed to give you the supporting data that backs up the numbers in the By xxxx reports. It is
important to remember that these reports are based on “Shipment” data and are not financial reports
which are a reflection of time.

Customer / Freight Broker Profile Page

The profile page is intended to show relevant information about a customer in one place and provide a
starting point for working with the customer or LSP.
What is on the Page

1. Create Shipment – Redirects to the domestic create shipment page.

2. Edit Record – Allows for the general information for the customer to be changed.

3. Hierarchy – Shows all the sub organizations between the current logged in user and the
customer.