Choosing a relocation management company (RMC) isn’t just about checking boxes—it’s about ensuring a smooth, high-quality experience for both your mobility team and relocating employees. For HR professionals tasked with managing global talent moves, the right partner can make all the difference. The HR Pro’s Guide to Assessing a Relocation Management Company offers a practical, detailed checklist that equips you with the necessary tools to support every step of the evaluation process.

Look Beyond the Sales Pitch

A strong RMC relationship begins with the people behind the service. The guide encourages HR teams to meet the relocation staff who will be interacting with their employees. Their tenure, experience, and empathy—especially from those who have relocated themselves—help ensure smoother transitions. Long-standing employees often signal a strong organizational culture and stability, which directly impact service quality, giving you the confidence that your employees will experience a smooth transition.

Ask the Right Questions About Training

RMCs should be able to demonstrate a real commitment to employee training. Does the company offer mentorship programs and industry certifications like CRP® or GMS? Is training tailored for specialized scenarios, like international relocations or tax complexities? The guide emphasizes requesting proof like training documents and team member testimonials to confirm that the staff is well-equipped to handle a variety of challenges.

Evaluate Turnover and Caseload Management

High employee turnover can disrupt service continuity. Our guide outlines how to assess turnover rates, average consultant tenure, and policies that maintain consistency during transitions. You’ll also find tips for reviewing how RMCs manage consultant caseloads. A well-balanced workload means consultants have more time to offer personalized, proactive support.

Technology That Works for Everyone

Modern relocation programs depend on technology that streamlines workflows and enhances the employee experience. The guide outlines must-have features like real-time expense tracking, mobile access, payroll and benefits systems integration, and robust reporting tools. It also highlights the importance of data security and ease of use—key for busy HR teams and transferees alike.

Consider Reputation and Results

Client testimonials, retention rates, and service awards offer insight into an RMC’s long-term reliability. The guide recommends investigating how long the company has been in business, its leadership stability, and how it has grown over time. A track record of successful partnerships shows that the RMC can meet the evolving needs of global organizations.

Service That Puts People First

At the heart of any successful relocation program is strong customer service. CapRelo’s guide provides direction on evaluating client and transferee satisfaction scores, such as Net Promoter Scores (NPS), to understand how the RMC is perceived by those who matter most.

Download the Full Checklist

Ready to take a deeper look? CapRelo’s complete guide is designed to help HR professionals like you make informed, confident decisions when choosing a relocation management company. Download HR’s Guide to Assessing a Relocation Management Company and discover a better way to evaluate your next relocation partner.