AgencyZoom:

AgencyZoom is a leading sales management and automation solution designed specifically for insurance agencies. It helps agencies streamline operations, boost productivity, and manage customer relationships efficiently. By automating tasks and providing real-time insights, AgencyZoom makes it easier to convert leads into customers, manage client follow-ups, and optimize the entire sales process.

Integrate IdentityCheck with AgencyZoom:

IdentityCheck is an advanced ID verification tool that can be seamlessly integrated with AgencyZoom using Zapier. This integration allows insurance agencies to automate the process of verifying client identities, ensuring compliance, and reducing fraud. Here are some possible use cases for this integration:

• Automatically verify new client identities when they fill out a form on your website.
• Trigger ID verification when a new deal is created in AgencyZoom.
• Schedule follow-up tasks based on the status of the ID verification.
• Send notifications to your team when a client's ID has been successfully verified.

How to Set Up the Integration:

Setting up the integration between IdentityCheck and AgencyZoom via Zapier is a straightforward process. Follow these steps to get started:

1. Sign up for a Zapier account, if you haven't already.
2. Accept the agency invitation to use the IdentityCheck app on Zapier.
3. Log into your AgencyZoom account and navigate to the Integrations section under Settings.
4. In Zapier, create a new Zap by clicking on the "Make a Zap" button.
5. Select AgencyZoom as the trigger app and choose the appropriate trigger event (e.g., New Deal, New Contact, etc.).
6. Connect your AgencyZoom account to Zapier by following the on-screen instructions.
7. Choose IdentityCheck as the action app and select the "Verify ID" action.
8. Connect your IdentityCheck account to Zapier and map the required fields from AgencyZoom to IdentityCheck.
9. Test the integration to ensure everything is working correctly.
10. Save and activate your Zap.

How to Use the Integration:

Once the integration is set up, using it is simple. Here is a step-by-step guide:

• Whenever a new client fills out a form or a new deal is created in AgencyZoom, the Zap will automatically trigger an ID verification via IdentityCheck.
• IdentityCheck will process the verification and update the status of the ID check in your AgencyZoom account.
• Based on the verification status, you can automate various actions such as sending notifications to your team, updating client records, and scheduling follow-up tasks.
• Monitor the verification status directly from your AgencyZoom dashboard, ensuring you have real-time updates on each client's ID check.

This seamless integration between IdentityCheck and AgencyZoom, facilitated by Zapier, simplifies the ID verification process, ensuring your agency stays compliant while focusing on growing your business.