Book 15 min
For Risk Platforms

A safety record that travels with the bid.

Prequalification runs on data your users retype every quarter. FranklySafe accounts hold that data live: EMR, OSHA history, written programs, training status, insurance certificates. The Prequal Profile answers questionnaires from live records, and a sync beats re entry every time.

Book 15 minutes
The Prequal Profile

Your questionnaires, answered from the system of record.

Every field a prequalification form asks for already exists somewhere in an operator's safety program. FranklySafe keeps those fields as live records, so the Prequal Profile is current the moment a bid asks for it. For a platform, that means answers that agree with the source, update when the source updates, and never depend on whoever retyped them last.

How FranklySafe sends clients to you

Prompts at the moments prequalification matters.

01

When an account adds a trade partner, the product prompts them toward the risk platform partners that vet trade partners.

02

When a COI is uploaded, the product offers to keep it current on the platforms the account bids through.

03

When TRIR is exported for a bid, the product offers to sync the underlying record instead of sending a number in an email.

Onboarding data, with consent

What reaches you before the first call.

With written client consent at onboarding, risk platform partners receive the context that makes the first conversation useful:

Subcontractor count
Vetting practice today
Prequal platforms the account is enrolled in
The GCs the account qualifies with

Stop asking operators to retype what their platform already knows.

Fifteen minutes. We walk the Prequal Profile and what a sync looks like on your side.

Book 15 minutes
Prefer email? Write to sales@franklysafe.ai