Step 1 – Choose Your Plan:

As the broker, you sign up for one LoadPilot® account and add any agents you might have to your account.

Agents may be added when you purchase your LoadPilot Plan or at any later date. Each agent will be given his or her own log-in and password. Your agents will only be able to see their own loads and information and will not have access to your accounting or other secured broker areas.

As the broker, you will have total access to all of your agents’ loads and information. This allows you to easily supervise their work and make any changes.

If you have 6 agents, you can purchase the 5 Agent Package and add the 6th agent at the $50/month rate.

If you have 9 agents, you might purchase both the 5 and 4 Agent Packages.

You may add more agents anytime, however you may only reduce your number of agents according to the agent plan you have purchased.

Call for special pricing on larger agent packages.

Some people choose to share their primary Broker Account with their Business Partner. Although we don’t recommend doing this, it is possible and can save you money. Most of those doing so are husband and wife teams.

Why it’s not a good idea: Sharing one account means both parties have complete access to everything, including your Accounting area. Also, there is no way to track who has made changes or who is managing each of your loads. They may accidentally delete things, change your password or cancel your account without your knowledge. We’ve seen it all, and unfortunately, we can’t help in many of these circumstances. There are also important features that come with Agent accounts that will not be available to you.

If you have a Business Partner, we recommend setting them up as an Agent and then giving them “Super-Agent” Status.

Trusted Agents can be given the ability to do almost everything the Broker can. While regular Agents can only work on their own loads, Super-Agents can work on all the loads in the system, just as the Broker would. In fact, the only thing a Super-Agent can’t do is add/edit other Agents or view the Accounting area.

This set-up is perfect for large Brokerages that want their Agents to just grab loads from a pool the Broker enters. It is also used by many for their Business Partners. There is no extra cost to give an Agent “Super-Agent” Status.