OB process SA quiz
OB Process Setup Quiz
Test your knowledge on the OB process setup! This comprehensive quiz will challenge you with questions about essential documents and procedures, helping you to ensure you're well-informed.
Key Topics Covered:
- Common programs for setup packets
- Important customer documents
- Understanding insurance and safety records
What are the most common programs we use to complete setup packets?
Assure Assist
RIMS
Macleod
GeoTab
Soundcloud
What are the 4 main documents that the customer will need to complete a setup with a broker?
MC letter
W9 form
Insurance certificate
NOA or voided check
LOA
LOI
Safety letter
A W9 form is a document that contains tax information from the carrier.
Yes
No
What is an Interstate company?
A company houling inside 1 specific state
A company houling outside the state lines
What is a factoring company?
A company assinged by the carrier to handle its payments
A company that a carrier must use to process its payments
What does a carrier request from his insurance company?
To sent the new insurance certificate
To send the insurance certificate with the broker as its holder
To call the broker and confirm that they want to be set up with us
Where can you find the Insurance company contact info?
On the W9 form
On the MC letter
On the insurance certificate
What is a NOA or voided check ?
Notification of Appointment
Notice of Action
Notice of Admission
A document that contains the billing information from the customer
In case the carrier has a bad safety record/ score on FMCSA/ DOT, what will the broker request from the carrier?
LOI
Limited liability company insurance form
Dental records
Safety Latter
What is a safety latter?
Latter signed by the carrier officer naming all the steps the carrier is making in order to reach a higher safety score
Letter explaining what are the steps carrier is taking in order to ensure the safe transport of the load
Latter that confirms that the carrier has worker’s compensation
Letter confirming that all the carriers vehicles are passing regular safety checks
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