An AI-assisted system that reads Global Forwarding’s quoting inbox, understands each incoming request, fills in missing details, and produces LTL quotes with rebill-risk warnings — freeing the quoting team to focus on exceptions.
Global Forwarding’s quoting team receives a high volume of LTL freight-quote requests by email. Each one has to be read, checked for missing details, priced across the carrier platforms the customer is registered on, and answered — by hand, one at a time. It’s slow, and it’s hard to keep response times low as volume grows.
A second problem is rebills: after a shipment moves, carriers frequently correct the bill — most often re-classing or re-weighing the freight — which erodes margin on a quote that looked fine when it was sent. Today those corrections are only caught after the fact.
This project builds an AI-assisted system that reads the quoting inbox, understands each request, fills in the gaps, prices it across the right platforms, and flags rebill risk before the quote goes out — so the team handles exceptions instead of typing every quote.
In one line: turn a manual, email-by-email quoting process into an automated pipeline that drafts accurate, margin-safe LTL quotes and surfaces the ones that need a human.
Every incoming quote request flows through the same steps. Today the final step routes to internal review rather than the customer (see test mode below).
Watches the quoting mailbox for new requests, and recognizes replies and duplicates so the same shipment isn’t quoted twice.
Classifies each email — a new quote, a follow-up, or internal traffic that needs no reply.
Pulls out origin, destination, weight, dimensions, piece/pallet count, and commodity.
If anything required is missing, it drafts a follow-up asking the shipper for exactly what’s needed. → missing-info path
Resolves locations to ZIP codes and estimates the freight class from density when a class isn’t stated.
Prices the shipment on the platforms the customer is registered on, under their own account where possible.
Adds the customer’s margin to the carrier cost to produce the sell price.
Flags likely re-class / re-weigh / accessorial issues, and shows a per-item freight-class check.
Composes the customer-ready reply and, in test mode, sends it to the internal reviewer instead of the shipper.
Global Forwarding rates LTL across three carrier/TMS platforms. A customer is registered on some subset of them; we quote only where they’re registered.
The core automation is feature-complete and operating in a controlled test mode: it reads live quote requests and drafts every response for internal review, without contacting customers. What remains is largely data and access from the carrier platforms, the per-customer margin figures, and the joint decision on going live.
A single customer master built from all three platform exports, with platform registration normalized across the differing spellings each system uses.
The working engine: it monitors the quoting inbox, interprets each request, and prepares a quote or a follow-up. Running now in read-only test mode, drafts routed for internal review.
Connecting to each platform so quotes carry the right account pricing and reflect real-time account status. This is the current critical path — requests are in with all three carriers.
Moving from internal test to live customer responses, with a review-and-approve workflow and agreed guardrails before any message reaches a shipper.
Turning today’s rebill-risk indicators into true rebill-rate percentages and reporting, once total shipment volume is available as the denominator.
Confirmed by Natalie Brandafi (VP of Operations) on July 21, 2026.
| Item | Needed for | Owner | Status |
|---|---|---|---|
| Priority 1 API details account field + customer lookup |
Correct account-scoped P1 quotes; live status | Priority 1 (Natalie assisting) |
In progress |
| GTZ customer export names + account numbers |
Account-scoped GTZ quotes | GTZ support (request sent) |
Waiting |
| Logistically accounts + API | Rating the 290 Logistically-only customers | Logistically support (request sent) |
Waiting |
| Per-customer margins | Applying the correct margin to each quote | Global Forwarding | Needed |
| Total Shipment Volume (File 2) |
Converting rebill risk into rebill-rate % | GF rebill team | ~1 week |
| Platform support contacts | Fastest path to unblock the carrier items above | Global Forwarding | Requested |
290 of 741 customers are registered only on Logistically, which is not yet integrated. Until Logistically account access and rating are in place, these customers cannot be auto-quoted. Confirming Logistically API access is the single highest-impact item for coverage.
Shorthand that runs through this project and the quoting world it lives in.