1. Define the operation before requesting quotations
Prepare a basic shipment brief covering origin, destination, cargo type, weight, volume, dimensions, availability date, expected transport mode and commercial term. Without these details, two quotations may look comparable even though they cover different scopes.
2. Assess experience in the route, mode and cargo type
FIATA describes freight forwarding as the coordination of carriage, consolidation, storage, handling, distribution and related services, including documentation, customs, insurance and risk management. Relevant experience should therefore match the actual operation.
- Demonstrable experience on the route and at the ports, airports or border crossings involved.
- Capability in ocean, air, road or multimodal transport, as required.
- Knowledge of special, dangerous, perishable, oversized or high-value cargo when relevant.
- A network of agents and correspondents able to coordinate origin, transit and destination.
3. Review competence, accreditation and responsibility
Accreditations do not replace commercial due diligence, but they may provide evidence of processes and competence. For air cargo, for example, IATA states that its cargo agency accreditation signals financial soundness and professionally trained personnel.
Also request the legal company name, contact details, service terms, liability scope, claims procedure and evidence of applicable insurance. A specific accreditation should only be weighted when it is relevant to the transport mode being contracted.
4. Compare total cost, not only the headline freight rate
A clear quotation should separate freight, origin charges, destination charges, handling, documentation, surcharges, potential storage, insurance and customs-related services where applicable. Ask which items may change and under what conditions.
Confirm estimated transit time, frequency, transhipments, free time, delivery points and operating responsibilities. The cheapest option can become more expensive when foreseeable charges are omitted or the service does not match the shipment priority.
5. Check communication, tracking and incident management
Define the operating contact, reporting frequency and milestones to be communicated. Depending on the shipment, visibility may cover booking, pickup, receipt, departure, transhipment, arrival, release and delivery.
Ask how delays, schedule changes, damage, documentary discrepancies and claims are handled. The speed and quality of the response are as important as the technology platform used.
6. Decision checklist
- Define cargo, route, mode, date and Incoterm.
- Compare proposals on the same scope.
- Validate experience and network at origin and destination.
- Review responsibilities, exclusions and insurance.
- Confirm total costs, validity and surcharges.
- Assess tracking, service and incident management.
- Document instructions, records and service levels.
Official sources consulted
General informational content. Requirements should be validated for each transaction, product, origin, destination, customs procedure and competent authority.
