Willson eases the move from your
current provider.
Willson understands that changing customs brokerage providers is a big decision, with major considerations. When clients make the switch to Willson we deliver unmatched service and peace of mind to ease the transition.
What Willson will do for you.
First - as soon as a client decides to make the move to Willson, we’ll create a Client Assistance Package clearly outlining the information we’ll need for a smooth transition. Your Willson sales representative provides this package once our contract is finalized.
Next - a member of Willson’s Customer Transition & Compliance team meets with you to answer any questions you might have about the Client Assistance Package and outlines a schedule to gather any supporting documentation:
- For larger clients a member of our transition team will meet with you to review information needs and any questions.
- For smaller clients, we’ll coordinate a desk audit. (this might require a little more explanation)
What Willson will ask from you.
During the transition process, we’ll review your transaction history, tariffs used, rulings received, any penalties received, NAFTA’s and identify any areas of concern and next steps. This important information is all captured in a database we create for you. Once it’s complete, your account is ready to go.
Just before we can finalize all details we will:
- Do a credit check to establish your credit.
- Ask you for a signed Power of Attorney (US) and General Agency Agreements (Canada) to transact.
- Once everything is complete, Willson will notify your carriers of the change to Willson.
What you can expect from Willson.
You can expect unmatched service. We will ensure you feel good about your decision to make the move to Willson throughout the transition process and going forward in every transaction, in our every point of contact.
And going forward . . .
- Willson will assign a Technical Service Representative (TSR) to your account, who will keep current on your business and provide an accessible contact whenever you need one. Along with our sales representative, they will schedule regular visits with you on whatever frequency you desire.
- Willson will strive to ensure our clients are never exposed to potential penalties, especially with responsibility for compliance now resting with the importer.
- Willson will proactively conduct compliance reviews using a proprietary scorecard process to ensure that we are current on all aspects of your business.