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From 15,000 manual document entries
to autonomous credentialing
SafeRide Health manually entered data from 15,000 pages of driver and vehicle documents every month across 16 document types. A Nanonets agent now ingests from ShareFile, classifies, extracts, validates, and exports to Salesforce — end-to-end.
SafeRide Health is a non-emergency medical transportation (NEMT) provider serving Medicare and Medicaid members across the United States. Founded in 2016 in Texas, SafeRide connects patients with reliable transportation to medical appointments — making driver and vehicle credentialing a critical compliance requirement for every route.
The Problem
SafeRide Health processes thousands of driver and vehicle credentialing documents each month. Every driver requires up to 16 different document types — vehicle registrations, insurance certificates, driver's licenses, training certificates, background checks, and more — all needing manual data entry into Salesforce.
- —15,000 pages per month requiring manual download, identification, and data entry.
- —5 minutes per document average processing time — a bottleneck preventing team scaling.
- —16 document types with different fields and validation rules — requiring constant manual identification.
Nanonets has significantly automated our driver and vehicle credentialing processes, reducing manual workload by 80%. I highly recommend Nanonets for their innovative approach and exceptional service.
The solution
One credentialing agent. 16 document types, zero manual entry.
Nanonets replaced the manual credentialing loop with one autonomous agent. The agent monitors ShareFile for new uploads, classifies each of the 16 document types, extracts all relevant fields, validates them, and exports structured records to Salesforce — routing exceptions to a pending review folder with no human in the happy path.
Pipeline overview
Impact
AGENT ANATOMY
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