Pros Agent

The Pros Agent is an AI-powered assistant that manages professional onboarding, compliance verification, and ongoing credential monitoring. It ensures your network of pros meets your standards and maintains required certifications.

What the Pros Agent Does

The Pros Agent automates the complex process of managing your professional network. It can:

• Onboard new pros - Automatically guide new professionals through your onboarding requirements
• Verify credentials - Check insurance certificates, licenses, and background checks
• Monitor compliance - Track expiration dates for insurance, certifications, and required documents
• Send reminders - Automatically notify pros when credentials are expiring
• Enforce requirements - Prevent booking non-compliant pros for jobs requiring specific credentials
• Find qualified pros - Identify and recruit pros who meet your specific requirements

How It Works

The Pros Agent operates continuously to maintain pro compliance:

1. New Pro Detection - When a new pro is added to your network, the onboarding process begins
2. Requirements Check - The agent identifies which credentials and documents are required based on your settings
3. Document Collection - Automatically requests required documents (COIs, licenses, W-9s, etc.)
4. Verification - Reviews submitted documents and verifies they meet your requirements
5. Compliance Monitoring - Tracks expiration dates and credential status over time
6. Proactive Alerts - Sends reminders before credentials expire and notifies you of compliance issues

Configuring the Pros Agent

Customize the Pros Agent to match your compliance requirements:

• Onboarding requirements - Define what documents and information new pros must provide
• Insurance requirements - Set minimum coverage amounts and certificate requirements
• Background check policies - Configure which pros need background checks and what level
• License verification - Specify required professional licenses by trade or service type
• Expiration reminders - Set when to send renewal reminders (30 days, 60 days, etc.)
• Compliance enforcement - Define whether non-compliant pros can still be booked or are blocked

Viewing Agent Activity

The Pros section displays all compliance activity, including onboarding status, document expiration alerts, and verification results. You can see which pros are fully compliant and which need attention.

Manual Override

You can override any compliance decision made by the agent. Manually approve documents, grant exceptions to requirements, or add custom compliance notes. The agent respects your decisions while maintaining the audit trail.

Key Benefits

• Reduced risk - Ensure all pros meet your insurance and compliance standards
• Automated onboarding - New pros get up to speed faster with guided processes
• Proactive compliance - Catch expiring credentials before they become a problem
• Consistent standards - All pros are held to the same requirements
• Time savings - Eliminate manual tracking of pro credentials and documents
• Audit readiness - Complete compliance history for all pros in your network