Partner Performance & Document Management
What is Partner Performance & Document Management?
Partner Performance & Document Management is TMS.ai's system for tracking how carriers perform over time and maintaining all documents associated with your carrier relationships. Beyond the initial compliance documents collected during onboarding, you accumulate rate confirmations, signed contracts, performance reviews, incident reports, and carrier correspondence throughout the working relationship. This feature centralizes all partner-related documents and provides a complete history of each carrier relationship.
For brokers evaluating which carriers to use for important shipments or building preferred carrier lists, historical performance matters as much as current compliance status. The system helps you track which carriers consistently perform well and which ones have patterns of problems, using documentation to support those assessments rather than relying on memory and anecdotes.
How Partner Performance & Document Management works:
1. Access comprehensive partner records from the Partners module. Navigate to the specific carrier's profile in your Partners section. The partner record serves as the central repository for all information, documents, and history related to that carrier relationship. This includes both documents they've uploaded (insurance, authorities) and documents you've generated (rate confirmations, contracts).
2. Review historical compliance documentation. In the Compliance tab, view the complete timeline of uploaded documents showing when each certificate, form, or authorization was added to the record. This history helps track how consistently the carrier maintains proper documentation. See when insurance policies were renewed, when new operating authorities were added, and whether there have been lapses in coverage or compliance.
3. Track rate confirmations and contracted terms. All rate confirmations generated when assigning this partner to orders appear in their document library. This creates a complete record of what you've agreed to pay them, for which loads, and under what terms. When questions arise about past rate agreements or payment disputes, you have the exact paperwork from each transaction.
4. Store additional partnership documents centrally. Add any other documents relevant to the carrier relationship: signed broker-carrier agreements, credit applications, ACH authorization forms, equipment specifications, lane commitments, or performance guarantees. Categorize documents to make them easy to retrieve later when someone needs to reference the terms of your partnership.
5. Add notes and communications to the activity history. Document important conversations, agreements, or issues in the partner record's activity panel. These notes create an audit trail of the relationship showing when problems were reported, how they were resolved, and any verbal agreements later formalized in writing. Future interactions benefit from this institutional knowledge.
6. Use partner history to inform carrier selection decisions. When deciding which carriers to use for a critical shipment, review their complete history in your system. Look at how many loads they've handled for you, any documented issues or exceptional performance, their current compliance status, and whether their service capabilities match the shipment requirements. Make carrier selection decisions based on documented performance rather than hunches.
What it means for you:
You're not searching through email trying to remember why you stopped using a particular carrier six months ago. The answer is in the partner record along with the documentation that explains what happened. When a carrier calls asking about that load from two months ago, you pull up their record and see the rate confirmation, delivery times, and any issues that were reported.
For growing brokerages, this centralized documentation becomes more valuable as more people make carrier decisions. Your experienced dispatcher's knowledge about which carriers are reliable doesn't stay in their head. It's documented in the platform where your newest team member can access the same insights when choosing carriers for their loads.