Audit Release Notes - September 2025

Release Notes: Automated Emails – Request Missing Documents

Release Date: September 2025

Product: Triumph NextGen Audit

Audience: Audit Broker Customers

Overview

Triumph NextGen Audit now includes automated email notifications to carriers when required documents are missing post-delivery. This enhancement streamlines follow-up, reduces manual effort, and improves Days Sales Outstanding (DSO).

Background

Brokers often face delays in receiving necessary documents from carriers, impacting both carrier payments and customer billing. Previously, this required multiple manual follow-ups. The new automated solution identifies loads missing required documents and proactively sends emails to relevant contacts, with all activity tracked in updated reports.

Key Features

• Automated Emailing: Emails are sent 24 hours after load delivery if required documents are not received. Recipients include carrier contact email, factor email (if available), and carrier rep email (if available).
• Reply Handling: Carriers can reply directly with the missing documents. Replies are routed to the New queue, with prepopulated fields to accelerate processing.
• Opt-Out Controls: Carriers are opted in by default. Account admins can opt out specific carriers as needed.
• Standardized Email Content: Emails use a consistent subject and body template for clarity.
• Cadence & Architecture: The system checks for eligible loads every 30 minutes and ensures only one email is sent per load. Architecture supports future recurring reminders.

User Experience

For your Carriers: 

• Receive clear, actionable emails referencing the specific load and required paperwork.

Internal Users (Brokers/Admins):

• Access enhanced reporting in the admin interface
• Track email delivery, recipients, and status
• Configure carrier participation and monitor impact on document collection and DSO

Getting Started

1. Contact your Customer Success Manager: Since the feature is currently in pilot, reach out to the Product team to request enablement and discuss any broker-specific configurations.
2. Review Carrier Settings: Once enabled, review your carrier list in the admin interface to confirm which carriers are opted in or need to be opted out.
3. Monitor Reporting Tools: Use the enhanced reporting dashboard to track email activity, document return rates, and DSO impact.
4. Provide Feedback: Share feedback with the Product team to help shape future enhancements, including recurring reminders and expanded messaging options.