Automate Your Carrier Onboarding Process
April 4, 10:00am CDT
Jonathan May, Director of Product Marketing, McLeod Software
Ryan Sparrow, Product Manager, DocumentPower, McLeod Software
Shari Talkington, Carrier Relations/ Compliance Manager, Cardinal Transport
Time is critical, but so is due diligence when you bring a new carrier onboard. McLeod’s Logix Solutions Carrier Onboarding automates the carrier onboarding process in ways that help you meet both goals.
Logix Solutions Carrier Onboarding gives brokers an automated software solution that delivers carrier qualification and management in one tool. We developed this solution not only to automate the onboarding process, but also to make it easier for your carriers to do business with you - they no longer have to print out forms, fill them out and fax them back.
With absolutely no paper required, the solution utilizes our Carrier Packet eForm and is driven by a detailed workflow. The evaluation of prospective carriers is fully automated, utilizing PowerBroker and specific rules you setup within the application to determine if the carrier meets the requirements. Criteria collected from 3rd party carrier services, as well as insurance information in PowerBroker, are all used in qualifying carriers and determining if they are acceptable within the defined levels of risk tolerance.
Learn how Cardinal Transport is using this exciting McLeod product to qualify and onboard their carriers.