Why Turvo operators switch
Turvo built a capable platform and raised over $225M to get there. The problem for mid-market brokers is that enterprise pricing followed enterprise fundraising. If you're running 5-50 agents, you're paying for a system sized for 500-seat enterprise deployments.
The specific triggers we see most often:
- Per-seat costs that compound past $5,000-$15,000/month for a 15-30 agent operation.
- Commission calculation still requiring external spreadsheets — no real commission engine.
- Factor routing is manual — no automated NOA tracking or ACH routing through factors.
- AI features are workflow automations, not AI employees capable of autonomous action.
- Implementation timelines running 90-180 days for operations that should take 30 days.
What to export before you start
Do this before your first conversation with a new vendor. Your data is yours — get it out regardless of what you decide.
- Carrier records — name, MC#, DOT#, contact info, insurance status, payment method (CSV)
- Customer/account records — name, contacts, credit terms, billing address (CSV)
- Lane rate history — origin/dest, equipment type, rates, dates (CSV)
- Open shipments — every load not yet settled (critical — can't go dark on these)
- Commission history — by agent, by period, last 12 months (CSV)
- Document templates — rate confirmations, BOL templates (PDF/Word)
14-Day Migration Timeline
Account setup + configuration
HatchOS account creation, admin config, branding setup, user accounts. Vendor handles this — you review.
Data import
Import carriers and customers from CSV exports. Validate row counts match your Turvo export. Flag any records with missing data (insurance, banking).
Commission contracts + factor integration
Set up commission contracts per agent. Configure factor associations and payment routing rules. Test a payment end-to-end.
Dispatcher training
Core workflows: load creation, carrier dispatch, tracking, POD, invoice. 1-2 hours per dispatcher in most cases.
Parallel operation
New loads go in HatchOS. In-flight loads tracked in both systems. This is your safety net — do not skip it.
Full cutover
No new entries in Turvo. Archive Turvo access (don't delete — you'll want the history). HatchOS is live.
The 5 failure points
- Carriers with missing data — Flag them during import. Don't let 20 problem carriers block the migration.
- Commission contract discrepancies — Reconcile with each agent before import, not after first settlement.
- In-flight loads dropped at cutover — Maintain an explicit list of every open load on cutover day. Print it.
- Dispatcher resistance — Your top dispatcher needs to be your internal champion. Involve them early.
- Assuming Turvo data is clean — It's not. Run row counts, validate key fields before import. Budget time for cleanup.
See HatchOS live before you commit
We'll demo the full migration process — carrier import, commission setup, factor routing — in 30 minutes.
Book a Demo →