Course Curriculum Outline

                      Five Day Course Curriculum –  8:00am – 5:00pm

Note:  The 2 Day Class is taught on Saturday and Sunday and follows the same basic curriculum topics minus the hands-on training.

Monday:

• Orientation        
• Overview of the brokerage as a business.


• Developing and Instilling
• Honesty
• Integrity
• Service
• Negotiating
• Information


• The broker/freight agent similarity to the Real Estate broker/agent and Insurance broker/agent
  • The need to be Detail Oriented
  •  The pressures on a broker and agent


• Overview of the Workbook/Textbook and Legal Terminology and Scenarios
  • A Brief History of the Brokerage
  • “Why become a Broker/Agent”
  • Working from Home
  • Overview of the terminology used in Business


• The basics
  • The Equipment
  • The Shipper
  • The Consignee
  • The Carrier
  • The Freight
  • Dispatching
  • Payables & Receivables


• Getting Started
• Methods to Prospect for Shippers
• Qualifying the Shipper
• Developing Rates
• Terms and Conditions
• The Load Set Up Sheet
• Building the Shipper packet
• Building the Carrier Packet

Tuesday:

• Questions and Answers (Review)
• Shippers
  • Marketing (10 sources for finding Shippers)
  • Contacting the Shipper
  • Prospecting
  • Using the Telephone
  • Handling the “Gate Keepers” and Voice Mail
  • Build Phone Dialogue Sheets
  • The Shipper Packet
  • Your Company Profile
  • Developing the Shipper Letter
  • Developing the Shipper Profile
  • Qualifying the Shipper
  • Develop the Rate with the Shipper
  • Shipper/Broker Contract
  • Development of a Shipper Database
• Carriers
  • The Carrier Packet
  • Finding trucks
  • Developing the Carrier Profile
  • Qualifying the Truck
  • Develop the rate with the carrier
  • Carrier/Broker Contract
  • What is a Contract between You and the Carrier?
  • Develop a Carrier Database
• Dispatching
• The Fine Art of Negotiation

Wednesday:

• Questions and Answers (Review)
• How to Become a “Licensed” Freight Broker
• Obtaining Your Authority
• The $10,000 Bond or Trust Fund
• Getting a BOC-3 (Process Agent)


• Beginning your Business
  • Your Company Name
  • Banking vs. Factoring
  • Your Home Office & The IRS
  • Office Equipment
  • Printing
  • Business Structures
  • Software


• Helpful Government Websites
• Structuring your Success
  • Working Smart NOT hard
  • Factoring your Invoices
  • Trust Fund vs. Surety Bond (in detail)
  • Getting Motivated and Staying Positive

Thursday:

• Questions and Answers (Review)
• Hands On Computer Instruction
  • Role Playing
  • Truck/Freight Density Stats
  • Locating Shippers
  • Qualifying Shippers
  • Developing Rates
  • Posting Loads
  • Finding Trucks
  • Using the Thomas Register
  • Using the Thomas Regional Directory
  • Qualifying Carriers
  • Mileage Calculations
  • Working the Internet Sources
    • Get Loaded
    • Truckloadrate.com
    • Thomasnet
    • Reference USA
    • Safer System
    • FMCSA
  • Training Exercises


• Miscellaneous
• L.T.L. Freight
• Rail/Container Freight
• Air Freight
• Ocean Freight

Friday: 8:00am - Noon

• Review of material
• Open forum
• Final Exam