Free resource

Carrier compliance tracking template

Pre-built spreadsheet for tracking carrier insurance, FMCSA authority, and equipment compliance across your carrier base. Formulas do the work. 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 sheet of record per carrier with expiration-driven formulas, so renewal dates surface before they lapse instead of after a claim. Use it as is, or as the checklist for whatever system you move to next.

What's included:

Excel spreadsheet | Formulas built in | Instructions included

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What is inside the template

  • Carrier master sheet: MC/DOT, authority status, insurance carrier and expiry, safety rating, W-9 status, and last-verified date in one row per carrier
  • Expiry dashboard: flags COIs and authority renewals 30 days out
  • Onboarding tab: the verification steps to run before a carrier hauls the first load
  • A monitoring cadence: what to re-check monthly vs at renewal

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 sequences all four so nothing gets skipped under load-coverage pressure.

Insurance at every expiry, authority monthly, and the full file at least quarterly. Gaps usually open between renewals, which is why the template tracks last-verified dates.