What happens once I've bought a subscription?

Congratulations on taking the first step in your exciting new journey on the Exchange. You've chosen the right subscription for your business, so all that’s left is to submit the necessary documents and complete a helpful online training course.  

 IN THIS ARTICLE 

• Documents needed to get started 
• Online Training
• Support and Guidance 

To speed up your account setup, please provide us with all the right documents as described below so we can get you started with your training as soon as possible.  

Documents needed to get started  

All members operating on the Exchange go through the same regulations as you are going through now. We thoroughly check all documents before granting anyone access to the platform. In this way, we ensure the smooth running of the Exchange and protect our members from unprofessional, unaccredited operators that could damage their business reputations.  

 If you’re operating as a CX Owner Driver/Owner Operator or CX Company please submit:   

• Goods in Transit Insurance (Over £5k)  
• CMR if you have a Euro access bolt-on 
• Vehicle Insurance (Courier Use OR Hire or Reward)  
• Driving licence or Licence Code from DVLA  
• 2 x Proof of Address  
• If you are registering as an Incorporated Business, we will need your ‘Certificate of incorporation.’ 

 If you’re operating as an HX Owner Driver/Owner Operator or HX Company please submit:  

• Goods in Transit Insurance (Over £5k)  
• CMR if you have a Euro access bolt-on 
• Operator’s License (2 x Proof of Address not required if Operator’s License is supplied) 
• Vehicle Insurance (Courier Use OR Hire or Reward)  
• Driving licence or Licence Code from DVLA  
• If you are registering as an Incorporated Business, we will need your ‘Certificate of incorporation.’ 

If you’re operating as a Freight Forwarder/Plus, please submit: 

•  2 x Proof of Address  

Please provide us with two from ‘Option 1’, or one from each column. They must be from within the last three months.  

• If you are registering as an Incorporated Business, we will need your ‘Certificate of incorporation.’ 
• Letter of responsibility for subcontractors 

Online Training 

Our online training will help you build a strong foundation of understanding for how the Exchange works. It will also equip you with the skills you need to use our features and tools to your advantage to help your business succeed.  

Once we’ve received your documents, we’ll enrol you in our online training course. You will then receive an email invitation with instructions on how to start.  

The 30-minute course is designed to be easy to follow and helpful with short videos and multiple-choice questions, mentoring you on how to use the platform.  

Once you’ve completed the course, the training system will notify our team of your graduation so we can get in touch with you for the final steps.  

Support and Guidance 

You’re never left in the dark during your account setup. Our CX Coaches/ onboarding team are available to answer all your questions and clear the air of any confusion you might have.  

After our team is notified that you’ve recently graduated, we’ll give you a call to answer any other questions you might have about the course or platform. After that, you’re given access to the platform to start running your business!   

Once you’ve submitted your documents and they’ve been verified by our team, the next step is online training. Your success on the Exchange depends on how confident you are with the platform and knowing how to run your business using our smart features. The short course is designed to help you learn all these exciting functionalities with bite-size, helpful videos.