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  1. Why do Shippers use Freight Brokers and Agents?

  2. What is a Freight Broker Agent?

  3. Requirements to become a Freight Broker

  4. What is a Freight Broker?

  5. Industry Overview

    1. Overview of the Transportation Industry

  6. Requirements

    1. Legalities of Broker/Brokerage Services - Shared PDF

    2. Duties

    3. What's Double Brokering

    4. Whether to become a Freight Broker or to be an Broker Agent

  1. Marketing and Sales

    1. More on Marketing

      1. Market Niches

      2. Competition

      3. Networking

      4. How to buy company vehicle for you business at a discount.

    2. Customer Relations and Customer Profile

      1. Qualifying the Prospect

      2. Determining Needs

      3. Software's (TMS) - Who has them?

      4. Managing Objections

      5. Personality Types

      6. Building Trust

      7. Sales Process and Summary Sheet

    3. Overcoming Challenges

      1. Shipper Situations

      2. Carrier Situations

      3. Consignee Situations

    4. Success and the Broker/Agent

      1. Why Become a Broker or Agent?

      2. Benefits and Opportunities

      3. Traits of a Successful Broker/Agent

      4. Goal Setting

      5. Qualities of Success

  2. Getting Started

    1. Starting Your Business

      1. Your Business Name

      2. Setting Up Your Business

      3. Filing for Your Broker Operating Authority F.M.C.S.A. (if your going forward yourself to become a Freight Broker and not an Agent)

      4. What is a Surety Bond

      5. What is a Process Agents

      6. Developing Business Credit - Duns Credit

    2. The Next Steps

      1. Ensure Cash Flow Resources - Factoring Companies

      2. Business Bank Account - Between a LLC/S Corp. - EIN# - Operating Agreement

      3. Setting Up Your Office

        1. Software's (TMS) that are available - ask for demos first.

        2. Office Basics

        3. Get a county business license.

    3. Preparing Your Initial Marketing Materials

      1. Determining Your Business Identity

      2. Decide on Initial Niche Target Markets

      3. Formulate Initial Web Site - Domain and Website ( or (

  3. Shipper/Carrier Marketing and Dynamics - Paper Trail

    1. Setting Up Your Shipper Package

    2. Setting Up Your Carrier Package

    3. Setting Up Your Broker Package

    4. Setting Your Rates

      1. Determining Rates - Between Shippers and Carriers 

      2. Rate Variables

      3. Rate Matrix

      4. Fuel and Surcharges

      5. Accessorial Fees - Fees paid to the Carrier Company

      6. Finding Shippers and Negotiations of Fees

  4. Load Dynamics and Operations

    1. Building the Load

      1. Load Data & Entry

      2. Special Instructions

      3. Rate Verification With Customer

    2. Matching the Carrier

      1. Load Posting - Correctly

      2. When to Post and What to Post

      3. Checking Authority and Safety  -  ( or

      4. Insurance Verification

      5. Carrier Profile

    3. The Process Continued

      1. Rate Confirmation

      2. Carrier Pick-up and Delivery

      3. Dispatching - Who are they.

      4. Tracking and Verification

      5. Carrier Call Ins - Call Shipper or software tracking?

      6. Dealing with revising Rate Coms

    4. Carrier Relations - Building a Database of Carriers across America.

What we do not go over in class. 

  1. How to use a TMS Software - We supply a list of TMS (in our Password are for our students only) you must go do your own research to choose which is best for you.  The software company will break down how to use their system. We suggest that you ask for their demos to try them out.  Verify that it is in your price range and easy for you to use.

  2. We do not teach accounting and/or any of the laws and regulations concerning becoming a freight broker.  If your not wanting to be an Agent for a brokerage firm, you need to take the time to learn the "Laws and Regulations" of becoming a freight broker.  

Any Questions? 

Call Direct: 678-343-0088 

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