Dedicated teams guide you. Customer Assistance
Package. Account Review. Customized Training. Ongoing
Support and Communication.
We guide you. Your Account Executive and dedicated Transition Team are pros. They will answer your questions, clarify the transition plan, and guide you through step by step.
Account Setup: We go beyond the norm in setting up your account. During the transition process, we’ll review your transaction history, tariffs used, rulings received, any penalties received, CUSMA or USMCA CERTIFICATES and identify any areas of concern and next steps. This important information is all captured in a database we create for you.
Our Client Assistance Package clearly outlines the information and timing needed for a smooth transition.
As you might expect, there are some legalities and finer points. We do a credit check to establish your credit. We will also ask you for a signed Power of Attorney (U.S.) and General Agency Agreements (Canada) to transact business on your behalf.
We guide you. Your Account Executive and dedicated Transition Team are pros. They will answer your questions, clarify the transition plan, and guide you through step by step.
Account Setup: We go beyond the norm in setting up your account. During the transition process, we’ll review your transaction history, tariffs used, rulings received, any penalties received, CUSMA or USMCA CERTIFICATES and identify any areas of concern and next steps. This important information is all captured in a database we create for you.
We Notify Your Current Carrier: Once everything is complete.
We Notify Your Current Carrier: Once everything is complete.
We assign a Technical Service Representative (TSR) to your account and business. That individual, with your Account Executive, will have the responsibility to keep current on your business and provide an accessible contact whenever you need one. You decide the frequency.
We assign a Technical Service Representative (TSR) to your account and business.That individual, with your Account Executive, will have the responsibility to keep current on your business and provide an accessible contact whenever you need one. You decide the frequency.
Continuous communication through emails, eNews and posts from our Leadership Team.
Continuous communication through emails, eNews and posts from our Leadership Team.
Training and consulting on demand.
We take steps to ensure clients are never exposed to potential penalties, especially with responsibility for compliance now resting with the importer. From time to time, Willson proactively conducts compliance reviews using a proprietary scorecard process to ensure that we are current on all aspects of your business.
We take steps to ensure clients are never exposed to potential penalties, especially with responsibility for compliance now resting with the importer. From time to time, Willson proactively conducts compliance reviews using a proprietary scorecard process to ensure that we are current on all aspects of your business.
