Downloadable Broker-Shipper Carrier Packet Template & COI Checklist

Updated for 2026 post-Montgomery v. Caribe Transport II due-diligence standards. Customize your required Auto/Cargo limits, embed your organization's header, and download a clean 2-page Motor Carrier Onboarding Profile & ACORD 25 COI Verification Checklist PDF — 100% free with zero watermarks.

Your Shipper / Broker Organization (Customizes All Clauses & Certificate Holder Name)

Saved in Browser · Never Uploaded

Company Name (Shipper / Broker)

Street Address

City, State & ZIP

Dispatch / Shipping Phone

Billing / Tenders Email

Optional Company Logo (PNG / JPG)

Optional — Pre-Fill Prospective Carrier via USDOT / MC # & Screen Public 3/7 Baseline

Sample records:

Live Lookup

Customize 2026 Onboarding Packet & Insurance Minimums

Generates a clean, watermark-free 2-page PDF ready to send to prospective motor carriers.

Your Contracting Role

Auto / BIPD Liability Minimum

Motor Truck Cargo Liability Minimum

Commercial General Liability Minimum

Included 2026 Post-Montgomery Protective Provisions

Scheduled Auto vs. Any Auto Endorsement Disclosure: Requires carriers without “Any Auto” (Symbol 1) coverage to attach their insured tractor VIN schedule so non-covered trucks are caught before loading.Cargo Sub-Limit & Exclusion Disclosure: Requires disclosure of Unattended Vehicle exclusions, Mechanical Reefer Breakdown sub-limits, and target commodity exclusions.UCC Sec. 9-406 Factoring NOA & Remittance Verification: Requires direct factoring verification prior to bank or ACH remittance changes.Loading Dock 17-Digit Tractor VIN Inspection Clause: Expressly reserves the right to refuse loading without TONU/detention if the arriving truck VIN does not match the contracted carrier.

Optional Pre-Filled Carrier Name (Leave Blank for Generic Template)

Pre-Filled USDOT #

2-Page US Letter PDF · Customized with Your Company Name · Zero Watermarks

Already Received a Completed Packet Back?

Upload the carrier's returned ACORD 25 COI, W-9, and Factoring NOA below to cross-check policy numbers against FMCSA BMC-91X filings, review recent 30-day MCS-150 contact updates, and generate a 5-year post-Montgomery audit record.

Steps 4–7 · Shipment Verification

Verify COI Coverage, W-9 & Dispatcher Identity

Public filings do not verify whether the person emailing you represents this fleet, whether an ACORD 25 producer phone is authentic, or whether Cargo exclusions leave your freight uncovered.

4. Contact Check: Domain age, VoIP line, & prior MCS-150 phones
5. Cargo & Producer: Independent agency phone & exclusion checklist
6. W-9 & NOA: Payee alignment & factoring remittance check
7. VINs & 7-Day Dock Pass: Inspected truck VINs & warehouse gate link

Includes 2 complimentary shipment checks when you create a free account.

Read the Full 2026 Compliance Guide Behind This Packet

Learn why the U.S. Supreme Court's unanimous 2026 ruling in Montgomery v. Caribe Transport II makes retaining timestamped, shipment-specific carrier selection records essential for both direct shippers and freight brokers.

Read 2026 Montgomery Guide →