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Video instructions and help with filling out and completing what is broker management

Instructions and Help about what is broker management

Hi guys we are back with another video um we have been getting a lot of requests on how to create a carrier and/or a customer packet so what we're gonna do in this video we're gonna first start off by creating your company's profile sheet that's normally the first sheet that you see when you do send over that packet to a carrier or you do send over that packet to a customer the first thing they are going to see is your profile sheet and a company profile is kind of like each of us have a resume so for our personal it will be our personal resume with you know any jobs you have works education and so forth well for your company is all of the information about your company for example the company name and address phone number and fax number your Duns number if you have a website you will put that on there any of your references your insurance information banking information and so forth it's just a basic profile of your company you would send that that will be the first sheet that you send over along with other documents and we will talk about that later so if you guys are watching this video you can do it along with me or you can just watch what we did here was went ahead and open up a blank Word document at the top left hand corner we have our logo if you don't have a logo don't worry about it you can actually start off with just your company name and then what we will probably do next is put our company information our company and you can create it or format you know your company profile however you like this is just a basic document that we're gonna do to basically show you what a profile company profile sheet should look like and normally again this is the first document when you're creating your carrier or customer packet that you would send over when we send our packets over we have all of the documents Canton until one PDF so we would just send that one document and everything it is in that document so this video may be a little lengthy we will try not to make it too long we're just gonna try to make a profile something simple nothing fancy okay so you know if you like you can have this as your heading and then you could come down and put all of your information here um so we could do our like tax ID e AI n oh yeah yeah if you have a Duns number any type of numbers you have you know registered and you know you could put put it here and so you put your EIN your Duns number you would probably do references you and it's just a sample guy so you know these are not actual companies that.