Digitize your distributor onboarding while building a network of trusted distributor partnerships
Do away with the manual collection of distributor verification documents to get all the information for multiple distributors on a single platform.
Streamline distributors’ adheres to regulatory and compliance requirements with an enterprise-ready distributor onboarding and verification solution.
Eliminate compliance failures and huge financial, and reputational losses by establishing proper due diligence and risk mitigation process for distributor partners.
Integrate with leading distributor management systems to monitor your distributor network and identify any gaps, gain actionable insights, and forecasting purposes.
Distributor risk mitigation at every step of the onboarding journey
Initiate the registration process for your distributors by sending the invitation link through multiple channels like email, SMS, or WhatsApp. You can choose to individually initiate the distributor onboarding process or bulk upload the details.
Let the distributor log in to the OnboardX portal and upload their documents eliminating paper-based, manual document collection. Set up configurable workflows to automate the collection of distributor documents such as PoI, PoA, GSTIN number, PAN, TAN, DIN, CIN and others to avoid manual errors while reducing the onboarding TAT.
Validate the authenticity of the distributor, and evaluate their business health, reputational history, financial checks and other parameters to conduct effective due diligence using an expansive proprietary database combined with on-field capabilities. Doing this prevents fraud, reputational damage and other negative financial implication.
Overcome the delays with approvals by setting up automated workflows to remind all the stakeholders like the sales team, legal or business teams to vet the distributor and provide necessary approvals. Automating the approval process saves time and fastracks the finalization of the best distributor for your business.
Do not let signing distributor agreements and contracts become a bottleneck. Make use of our digital signing tool to allow your distributors to upload their e-signatures or sign the contracts, documents and stamp papers using Aadhaar e-signature to close the deal faster. Collaborate with multiple parties to co-sign the contracts with complete transparency.
Easily integrate with leading distributor management systems and ERPs such as SAP, Tally, Oracle, Microsoft, Salesforce, Zoho, and HANA to effectively use your existing systems while enjoying the benefits of new technology. Have complete visibility of ongoing engagement between different business functions with a common distributor to avoid chaos and improve operational efficiency.
Protect your business from any reputational, financial or identity risks by proactive continuous assessment of your distributors after they have been onboarded. Conduct frequent checks through public domain, subscribed databases, and sourced inquiries with industry experts such as EPFO compliance, GSTIN compliance, and Company court record check to be on top of probable risks or compliance gaps.
Built for Success at Every Step of the Onboarding Journey
Single Sign-on
For Secure User Authentication and Compliance
Multi-channel Engagement
To Streamline communication
Interactive Dashboards & Custom Reports
For real-time tracking of case status
Multilingual Forms
For expanding the reach and improving conversions
Third-Party Repository
1Bn+ Proprietary Database
For quicker verification and turnaround time (TAT)
Integration with ERP/CRMs
Two-way communication across multiple channels
Customized Alerts and Notifications
To keep track of case status and notify relevant stakeholders
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