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Online Freight Agent Training


7 hours of video content – 135 easy to follow video lessons

This Freight Agent Training Course is is a training tool for teaching anyone without any industry experience how to be a successful freight agent. Your primary focus as a Freight Agent is to make money hand over fist, realize that the earning potential for brokering freight is technically unlimited! An Agent’s job as an intermediary between shippers and carriers is often entirely performance based.

It is essential to learn how to obtain and maintain customers while building equity in your relationships. Students learn industry-specific marketing skills and the knowledge required for day-to-day operations. In addition to learning basic information about how everything works in the transportation industry, students are introduced to the relevant federal laws and regulations that govern freight brokerages. Address many of the issues relevant to freight rate volatility, as well as hedging and trading strategies used by freight brokers. Practice prospecting for shippers, setting rates and scheduling loads.

Becoming a freight agent requires almost no overhead. If you are reading this you have almost all of the tools that you need to start creating a reliable source of income for yourself. Working as a freight agent allows you to do the fun part of brokering freight (Communicating with customers and carriers) without the headache of billing your customers and managing invoices from carriers. Also, as an agent, you are backed by the brokerages cash flow, which means you can make money while using someone else’s money.

Students Receive Course Completion Certificate for achieving >90% on our final quiz.


Freight Agent Training

Curriculum Outline

There are 17 sections in this course, 121 Instructor guided video tutorials detailing the following topics.

I) A Freight Agent’s Environment

  • The brokerages cash flow
  • The Services Freight Brokerages Provide
  • Agent responsibilities & Broker Responsibilities
  • The Relationship Between Brokers and Agents
  • Agent requirements
  • Choosing to work from your Home or in an Office
  • Office supplies
  • Necessary Software
  • Strategies for Staying Organized
  • Keeping detailed records of loads
  • Downloadable Office Aids
    • Documents that you can print out and keep on your desk to make sure you are properly getting set up with shippers and carriers, listing the info and documents that need to be exchanged.
    • Scripts for talking to shippers, cold calling carriers, booking trucks and dispatching drivers.

II) Legal Requirements and Guidelines

  • About the D.O.T. (Department of Transportation)
  • About the FMCSA (Federal Motor Carrier Safety Administration
  • Operating Authority – USDOT & MC Numbers
  • Common Carriers vs. Contract Carriers
  • Insurance Requirements
  • Contingent Cargo Insurance
  • ACORD Database
  • “proof of insurance” – the form
  • Adding Certificate Holders
  • The required $75,000 Freight Broker Bond
  • Why/when a carrier might “file” on your bond
  • Best practices for protecting your Broker’s bond and reputation
  • SCAC (Standard Carrier Alpha Code)


III) Setup Packets

  • Getting Set up with Customers
  • Getting Set up with Carriers
  • Your two setup packets
  • Read, Identify, Comprehend, fill out and sign the Paperwork and Contracts
    • Proof of Authority
    • Proof of Bond
    • Motor Carrier/Broker Agreement
    • Workmen’s Compensation Hold Harmless Agreement
    • Request for Proof of Insurance
    • ACORD Insurance Certificate
    • NMFTA – SCAC Certificate
    • W-9
  • References and Credit Checks
  • Checking performance ratings for Carriers

IV) Moving a Load – From Start to Finish

  • Overview of Companies involved
  • Necessary communication throughout the load
  • Talk about Freight like an Expert – ask the right questions!
  • Obtaining the Necessary Information about a Load
  • Responsibilities of the Transportation Manager
  • Communicating with the Shipper
  • Determine how much a shipper CAN and WILL pay
  • Negotiate Rates
  • Taking/Accepting the Load
  • Checking the Rate Confirmation
  • Calling Dispatchers
  • Relaying the correct information
  • Posting on Load Boards
  • Selling the Load
  • Overcoming common objections
  • Booking the Truck with a Dispatcher – information to exchange
  • Determine if you are already set up with the Carrier
  • Making Appointments
  • Required Data Entry
  • Building Rate Confirmations, with and without TMS
  • Repercussions of failing to be detail oriented
  • Dispatching Drivers
  • Keeping Drivers Legal (Hours of Operation)
  • Driver Check Calls
  • Consignor & Consignee Procedures
  • Produce Procedures
  • Dealing with Errors that Arise
  • Preventing Errors & Problems from Arising
  • Touch on Assessorial Charges
  • Standard Detention & Layover Rates

V) Carriers

  • Trucking Company Staff Members
  • Trucking niches
  • Pre-qualifying Carriers
  • Checking Safety Ratings
  • Communicating with Dispatchers and Drivers
  • Dispatcher Responsibilities
  • Driver Qualifications and Responsibilities
  • Working with Owner Operators
  • Developing a Network
  • Lease Programs
  • Reasonable Compensation
  • Operating Costs & Expenses
  • Load to Truck ratios
  • Spot market rates
  • Why rates fluctuate
  • Checking the National Average Fuel Prices
  • Accessorial Charges
    • Fuel Advances
    • Claims
    • Com-check fees
    • Detention
    • Driver Assist
    • Fuel Surcharges
    • Gate/Lumper Fees
    • HAZMAT shipment
    • Holiday Charges
    • Layovers
    • Line Haul Amendment
    • Missed Appointments
    • No check/empty call
    • Quick Pay
    • Rate-increases
    • Re-consignment
    • Re-delivery
    • Return Delivery
    • Scale Tickets
    • Stop offs
    • Team Service
    • Tolls
    • Truck Order Not Used
    • Unloading
    • Visa Fee
    • Etc.
  • Reimbursement policies
  • Intermodal Capacity
  • Rail Carriers
  • Intermodal Brokers
  • Rail rates vs trucking rates

VI) Cash Flow

  • The paper trail that follows every load
  • Extending Credit to Shippers
  • Obtaining reasonable assurance that you will be paid
  • Standard Payment Terms
  • Payment Policies
    • Quick Pay
    • Fuel Advances
    • COMdata codes & T-Checks
  • Agent Commissions
  • Consequences (Process) for Brokers who don’t pay
  • What Factoring is
  • Verifying Rates for Factoring Companies

VII) Making Money

  • Finding Freight
  • Customer Service
  • Competition
  • Searching for Direct Shippers
  • Finding Freight
  • +1,000,000 Direct Shipper Leads
    • Subscription Directories
    • 7 Industrial Search Engines
    • 8 more online resources for finding customers
    • Learn how to use them and find phone numbers
  • Working with Transportation Managers
  • Building Relationships
  • Referrals
  • Getting through the Gate Keeper
  • Phone Scripts
  • Downloadable (printable) cheat sheets to refer to so you don’t miss any details!
  • Rate Negotiation Tactics
  • Profit Margins
  • Following Up
  • Customer Service BEST PRACTICES
  • Helping your Customer’s Customer, for your customer
  • Professional etiquette
  • Answering the Phone
  • Setting up an email signature
  • Competition
  • Protecting yourself from back solicitation

VIII) Niche Markets

  • Industries & Markets that rely on the Transportation Industry
  • Target customers for Brokers and Carriers
  • The Types of Equipment
    • Design Specifications
    • Available Dimensions/Standard Dimensions
    • Features
    • Commodities Commonly Transported
    • Weight Limits
    • Permits
    • Adding produce vents
    • Finding Pallets, Towing Services, Scales, Rest Stops, Truck Washes, & Warehouse space
    • Temperature recording systems
    • Tattle Tales
    • Bulkheads
    • Dunnage
  • Commodities to Transport (so many)
  • Finding Shippers Reading Packaging Labels
  • Seasonal Commodities
  • LTL orders
  • LTL Rates

IX) Finding More Carrying Capacity

  • Effectively Utilizing Load Boards
  • Refreshing Posts
  • Searching for Trucks
  • Using Multiple Load Boards
  • The BEST Load Boards
  • Load Board Walkthroughs
    • DAT
    • Truckstop.com
    • Carrier Depot