Client Onboarding Requirements
To ensure a smooth and effective onboarding process, clients must provide the information and access listed below before services begin.
ONBOARDING CHECKLIST
• Business registration & EIN
• Insurance certificates
• Broker or MCO portal access (if applicable)
• Estimated monthly trip volume
• Service area(s)
• Driver roster and availability
• Dispatch software access (or assistance with selection)
Onboarding timelines may vary depending on the completeness of required information and system access.