Free resource
Carrier compliance tracking template
Pre-built spreadsheet for tracking carrier insurance, FMCSA authority, and equipment compliance across your carrier base. Columns for every expiry date, ready to sort and filter. Just enter your data.
Compliance gaps rarely come from onboarding. They come from drift: a COI that expired mid-quarter, an authority status that changed after the first load, a safety rating nobody rechecked. Tracking that by memory works at 50 carriers and quietly fails at 500.
The template gives you one row of record per carrier with its expiration dates in their own columns, so you can sort upcoming renewals to the top before they lapse instead of finding them after a claim. Use it as is, or as the checklist for whatever system you move to next.
What the template includes
- FMCSA authority status tracker
- Insurance COI expiration monitoring
- Sort by expiry date to see what lapses in the next 30, 60 or 90 days
- Safety rating fields
- Fleet size and equipment type columns
- Sample rows for each compliance status
CSV template | Opens in Excel or Google Sheets | Sample rows included
What is inside the template
- Carrier master sheet: MC and DOT numbers, authority status, safety rating, auto liability and cargo insurance policy numbers and expiry dates, fleet size, and equipment type in one row per carrier
- Expiry columns: days until each carrier’s auto liability and cargo insurance expire
- Compliance status per carrier: compliant, monitor, expiring soon or blocked
The template is the self-serve version of the monitoring our carrier compliance service runs continuously. It pairs with the trucking company workflows many fleets use for their own carrier files.
Frequently asked questions
What should I check before onboarding a carrier?
Active operating authority, insurance coverage that matches the load, safety rating, and identity verification against FMCSA records. The template gives authority, insurance and safety rating columns of their own, so nothing gets skipped under load-coverage pressure.
How often should carrier compliance be re-verified?
Insurance at every expiry, authority monthly, and the full file at least quarterly. Gaps usually open between renewals, which is why the template tracks how many days each policy has left.