How to Re-Send a Carrier Onboarding E-mail

A Digital Carrier Onboarding e-mail may need to be re-sent to a Carrier for the following reasons:

1) The Carrier claims they did not receive the initial Carrier Onboarding e-mail. The e-mail may have been blocked by the Carrier's e-mail provider.

2) The Carrier received the Carrier Onboarding e-mail, but was not able to access the web form after clicking the weblink in the email. The Carrier's internet browser or internet provider may be blocking the ability to open the weblink due to settings outside of EZ Loader's control.

3) When you initially added the Carrier into your account, you selected the blue "Save" button instead of selecting the green "Send Onboarding" button. As a result, you simply added the Carrier profile into your account, but you now need to send an Digital Carrier Onboarding e-mail to the Carrier.

To re-send a Digital Carrier Onboarding E-mail, follow the steps below:

1) Open the Carrier profile > Click on Details, and edit the Carrier Info card

2) Change the Status of the Carrier profile to Onboarding Sent > Click Save at the bottom of the window

3) There are 2 different types of Carrier Onboarding e-mails available for you to send, depending on your need:

Option 1:  Digital Onboarding: In the Carrier Info card, click the grey envelope icon to re-send a Digital Carrier Onboarding e-mail. Remember, this icon will only be present when the Carrier's status is in Onboarding Sent. The e-mail will contain a link to the internal Carrier Onboarding web form that the Carrier will complete, allowing the Carrier to directly input information into their EZ Loader Carrier profile.

*** NOTE: Click the following link to learn more about the Carrier Onboarding webform here

Option 2:  Manual Onboarding: In the Carrier Info card, click the arrow icon to send an e-mail to the Carrier that contains an attached PDF copy of your Carrier Packet. The Carrier will download your Carrier Packet, print, complete, scan, and e-mail your completed Carrier packet back to you. You will manually input the Carrier's information into the Carrier profile. Lastly, you will need to upload the completed Carrier Packet into the Carrier profile > Documents section, assigned as a Carrier Agreement document type.