Freight Broker Training - Atex Freight Broker Training

Freight Broker Training Program - Training Topics

Comprehensive, one-on-one telephone & internet instruction

The following is a partial list of the training topics you receive:

Where and how to obtain your broker authority, surety bond and BOC-3 (I take you "by the hand" over the telephone and help you complete your applications for these items)

Learn the governing agencies overseeing the freight broker industry
How to do a “name search”
Learn about filing requirements for incorporation
Which form of doing business is best suited for you
What are the insurance requirements for freight brokers
Seven steps to finding shippers
How to get set up with shippers, who to talk to, how to talk to them, how to give them service
How to use the loading boards
How to work smart with the loading boards
Step-by-step procedures on taking the order
What about double brokering
How to prequalify your motor carriers
Giving quotes to shippers
Working with fuel surcharges
Questions to ask both shippers and motor carriers
How to get set up with motor carriers
How to book a load with your motor carrier
What items you’ll need from your motor carrier
Various negotiating strategies
What items to watch out for when booking a load
How to monitor and track your loads
How to establish and maintain control throughout the entire process
What to do when things go wrong
Working smart when covering a load
How to work with confirmations
How to market your services
Setting up your accounting system
Creating your accounting chart of accounts
What to do when the load is delivered
How to mange the information flow
Giving specific instructions to your motor carrier
How to select and work with a factor
What you need to know about the broker-carrier agreement
Understanding the importance of establishing creditworthiness
How to prepare and present a business plan to bankers
How to prepare cash flow projections
Managing accounts receivable and accounts payable
Using a written business plan for credit and for operations
Using your Load Manager spreadsheets to monitor your loads
How to analyze profitability
How to analyze shipper performance
How to do your own incorporation without using an attorney
How to prepare your “set up” packages for both shippers and motor carriers
How and why you need to calculate route mileage
Working with credit reporting agencies
Setting up your filing system
Setting up databases for shippers and carriers
Where to get free or low-cost business help
What you need for your communications
How to maintain and increase your business
Plus much more ...

For the “handouts” you also receive:

A sample business plan based upon John’s actual freight broker business. This business plan is sent in MSWord format to enable you to go into it, modify it and make it your own.
Templates for both a 12 month and 5 year cash flow statements.
Load Manager spreadsheets (developed by John) to manage your loads from the time you take the order until the time you receive payment for each load.
Sample database forms for both the shipper and motor carrier.
Sample motor carrier confirmations.
Video presentations on about 30 of these handouts that you can view over and over again.
Plus more ...

The biggest benefit of training one-on-one via the telephone is the fact that you get input for your questions REAL time. Input that is based upon my most recent training activity and input that is based upon YOUR current situation and needs.

All materials are emailed to you in either MSWord, MSExcel or PDF format. Then I'll call you to get started on your applications for your broker authority. Yvonne will call you to set up a flexible training schedule - and you begin training. It’s that simple.

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