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Safivo

Document-first run · Carrier compliance

Approve qualified carriers without rebuilding the packet by hand.

Safivo brings the W-9, COI, authority, and bank evidence into one qualification run. Clean checks move the carrier forward; name, coverage, or authority exceptions pause with the records a reviewer needs.

Map my workflowFollow Northline Logistics
  • W-9
  • Certificate of insurance
  • Authority
  • Bank verification

Carrier setup

Northline Logistics

Example
4 passed · 1 held

One name exception needs a decision.

Safivo keeps the DBA variation beside the authority and coverage evidence.

CheckResultDetails
CoverageCheckedActive
AuthorityCheckedActive
Name consistencyCheckedDBA variation

The evidence behind the outcome

See what Safivo proves before it writes.

Move through the run to inspect the source, rule result, exception decision, and recorded system update.

Example connected pathCarrier onboarding → approved carrier

Step 01 of 5

Gmail

Packet intake

Packet received

Safivo captures the onboarding packet and keeps every submitted version in the run record.

09:12 AM · 4 documents

Packet received

4 qualification documents

09:12

Evidence packet

Northline Logistics · onboarding packet

carriers@northline.com → onboarding@safivo.io

4 recorded fields
W-9
W9_Northline.pdf
Complete
Insurance
COI_2027.pdf
2 policies
Authority
MC-847291.pdf
Active
Bank letter
Bank_0924.pdf
Signed

Faster onboarding, defensible approval

Know why the carrier cleared before it enters your TMS.

Safivo keeps the submitted packet, external checks, exception reason, reviewer decision, and final carrier record together—so compliance can approve faster without lowering the bar.

Map my workflow

Explore another run

01Load packet → billing readyTurn scattered freight documents into a billing-ready TMS record. Clean packets move through; exceptions arrive with the evidence to decide them.02Customer PO → clean sales orderMove customer POs from inbox to ERP. Clean orders write through; ship-to, pricing, or item exceptions arrive ready to review.