Bringing on a new carrier or vendor means collecting documents, verifying insurance, and provisioning system access, spread across separate tools with no single owner.
A new vendor or carrier is approved to onboard.
The vendor is verified, documented, and provisioned in every system they need access to, with nothing missing at first job assignment.
Expired or borderline insurance documentation routes to the compliance reviewer instead of auto-clearing. Vendors missing required documents are blocked from job assignment automatically.
The vendor management record in the TMS is authoritative for onboarding status. Verification and provisioning systems report status back into it.
Build a tracked checklist that triggers document requests, automates insurance verification, and provisions system access once every requirement clears.
Estimate using: vendors onboarded per month x hours currently spent per onboarding chasing documents and provisioning access x the loaded hourly cost of the person doing it, plus any compliance risk from lapses that went unnoticed.
Run the numbers →Bring the process that is costing you the most time. We’ll tell you whether it looks like a systems problem, a process problem, or something you should not automate.
If we're not the right fix, we'll say so on the call and point you somewhere better.