How to Add Your First Carrier

< p > Adding your first carrier to CertiAlert is quick and straightforward.This guide will walk you through the process step - by - step.

< h2 > Step 1: Navigate to Add Carrier < p > From your dashboard, click the "Add Carrier" button in the top right corner, or use the "+" icon in the carriers section.

< h2 > Step 2: Enter Basic Information < p > Fill out the required fields:

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Company Name: Enter the carrier's legal business name

Contact Name: Primary contact person at the carrier

Email: Primary contact email address

Phone: Primary contact phone number

< h2 > Step 3: Add DOT and MC Numbers < p > Enter the carrier's DOT number (required) and MC number if available. These numbers are used for verification and compliance tracking.

< h2 > Step 4: Set Insurance Information < p > If you have the carrier's insurance information available, you can add:

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Insurance expiration date

< li > Policy number < li > Insurance provider name < li > Coverage amount < h2 > Step 5: Save and Generate Onboarding Link < p > Click "Save Carrier" to create the carrier record.CertiAlert will automatically generate a unique onboarding link that you can send to the carrier for document uploads.

< h2 > Next Steps < p > After adding your carrier, you can:

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Send them the onboarding link to upload documents

< li > Upload documents manually if you have them < li > Set up custom alert preferences for this carrier < li > Add notes or tags for better organization < p > The carrier status will automatically update as documents are uploaded and expiration dates are tracked.