Switching brokerages
Move your book of business — without losing a beat
Changing brokerages is a big decision. We built our transition process around your timeline and your customer relationships, so nothing you've worked for gets disrupted.
How the transition works
A move built around your timeline
Some agents need freight running the next day. Others ramp over a few weeks. Either way, here's the path.
Confidential conversation
We learn about your book — your accounts, lanes, and what matters to you — and give you a straight answer on fit. Nothing is shared, nothing is committed.
Credit & account check
You share your accounts upfront so we can check credit lines and confirm nobody else is working them. This protects your customers from day one.
Set your transition date
We set a firm date that fits your customers' needs, so they get advance notice and a clean handoff — no interruption to their freight.
Go live with full support
Your customers are set up in our system, terms are signed, and you're moving freight with back-office support and modern tech behind you.
What we protect
The business you built stays yours
The questions every agent asks before moving — answered plainly.
Will you pursue my customers if I leave?
No. Customer-ownership is defined in writing. Your accounts are yours to bring and yours to take.
How fast can I move?
As fast as the next day, or as gradual as you need. We've onboarded both, and we build the plan around your customers.
Is this confidential?
Completely. Early conversations are private — nothing is disclosed to your current brokerage or anyone else.
Ready to talk it through?
A confidential, no-obligation conversation about your book and whether Lucid is the right home for it.